CIK: 0001768041
申告総資産額
$9.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TENB | Tenable Holdings INC | 株式-その他 | 12.38% | — | +31.58% | |
| 2 | RUN | Sunrun INC | 株式-IT | 8.66% | -0.11% | +61.90% | |
| 3 | ENPH | Enphase Energy INC | 株式-IT | 8.62% | -6.85% | EXIT | |
| 4 | ADNT | Adient plc | 株式-その他 | 8.08% | — | +284.62% | |
| 5 | PVH | Pvh CORP | 株式-一般消費財 | 7.29% | — | — | |
| 6 | XM1EUR | Qualtrics International-cl A | 株式-その他 | 7.03% | — | — | |
| 7 | ✓ | 株式-その他 | 6.71% | — | -14.09% | ||
| 8 | ACEL | Accel Entertainment INC | 株式-その他 | 6.20% | +0.72% | — | |
| 9 | KR | Kroger Co | 株式-生活必需品 | 5.68% | — | — | |
| 10 | CARS | Cars.com INC | 株式-その他 | 5.55% | — | +4.90% | |
| 11 | 7WH | Udemy INC | 株式-その他 | 5.33% | — | +9.99% | |
| 12 | ZIM | ZIM Integrated Shipping Services Ltd. | 株式-その他 | 5.15% | -2.90% | EXIT | |
| 13 | ✓ | Beyond Meat INC | 株式-その他 | 5.07% | — | — | |
| 14 | FCN | Fti Consulting INC | 株式-資本財 | 4.12% | +3.90% | — | |
| 15 | ✓ | Cazoo Group LTD | 株式-その他 | 2.28% | — | +626.14% | |
| 16 | NRDY | Nerdy INC | 株式-その他 | 1.86% | — | +3.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PVH | Pvh CORP | +7.3% | NEW | 新規購入 |
| 2 | XM1EUR | Qualtrics International-cl A | +7% | NEW | 新規購入 |
| 3 | KR | Kroger Co | +5.7% | NEW | 新規購入 |
| 4 | ADNT | Adient plc | +5.1% | +284.62% | 増加 |
| 5 | ✓ | Beyond Meat INC | +5.1% | NEW | 新規購入 |
| 6 | FCN | Fti Consulting INC | +4.1% | NEW | 新規購入 |
| 7 | RUN | Sunrun INC | +1.5% | +61.90% | 増加 |
| 8 | ✓ | Cazoo Group LTD | +1% | +626.14% | 増加 |
| 9 | TENB | Tenable Holdings INC | 0% | +31.58% | 増加 |
| 10 | 7WH | Udemy INC | -0.8% | +9.99% | 増加 |
| 11 | ACEL | Accel Entertainment INC | -1.2% | — | 変化なし |
| 12 | ZIM | ZIM Integrated Shipping Services Ltd. | -1.8% | +17.65% | 増加 |
| 13 | AER | AerCap Holdings N.V. | -2.6% | EXIT | 全売却 |
| 14 | NRDY | Nerdy INC | -2.6% | +3.90% | 増加 |
| 15 | ENPH | Enphase Energy INC | -2.8% | -19.00% | 減少 |
| 16 | CARS | Cars.com INC | -2.8% | +4.90% | 増加 |
| 17 | ✓ | -3.5% | -14.09% | 減少 | |
| 18 | SAILEUR | Sailpoint Technologies Holdi | -9% | EXIT | 全売却 |
| 19 | ✓ | Datto Hldg CORP | -9.8% | EXIT | 全売却 |