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 | ✓ | Cyberark Software LTD | 株式-その他 | 10.54% | — | -11.68% | |
| 2 | ENPH | Enphase Energy INC | 株式-IT | 10.28% | -6.85% | EXIT | |
| 3 | KR | Kroger Co | 株式-生活必需品 | 10.21% | — | +10.64% | |
| 4 | PVH | Pvh CORP | 株式-一般消費財 | 9.57% | — | -6.56% | |
| 5 | FCN | Fti Consulting INC | 株式-資本財 | 8.88% | +3.90% | -14.72% | |
| 6 | RUN | Sunrun INC | 株式-IT | 7.94% | -0.11% | +15.20% | |
| 7 | CARS | Cars.com INC | 株式-その他 | 6.72% | — | -4.56% | |
| 8 | ✓ | 株式-その他 | 5.98% | — | — | ||
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 5.65% | — | -26.67% | |
| 10 | 7WH | Udemy INC | 株式-その他 | 5.38% | — | — | |
| 11 | ACEL | Accel Entertainment INC | 株式-その他 | 5.24% | +0.72% | — | |
| 12 | TWOU 2.25 05-01-25 | 2u INC | 株式-その他 | 2.98% | — | — | |
| 13 | NRDY | Nerdy INC | 株式-その他 | 2.68% | — | — | |
| 14 | RMD | Resmed INC | 株式-ヘルスケア | 2.40% | — | — | |
| 15 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.92% | — | — | |
| 16 | ✓ | 株式-その他 | 1.27% | — | +1.74% | ||
| 17 | ZIM | ZIM Integrated Shipping Services Ltd. | 株式-その他 | 1.22% | -2.90% | EXIT | |
| 18 | SMG | Scotts Miracle-gro Co | 株式-素材 | 1.02% | — | -87.51% | |
| 19 | ✓ | 株式-その他 | 0.12% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ENPH | Enphase Energy INC | +3.4% | +62.50% | 増加 |
| 2 | KR | Kroger Co | +2.6% | +10.64% | 増加 |
| 3 | RMD | Resmed INC | +2.4% | NEW | 新規購入 |
| 4 | PLNT | Planet Fitness INC - Cl A | +1.9% | NEW | 新規購入 |
| 5 | ✓ | Cyberark Software LTD | +1.7% | -11.68% | 減少 |
| 6 | ACEL | Accel Entertainment INC | +1.3% | — | 変化なし |
| 7 | ZIM | ZIM Integrated Shipping Services Ltd. | +1.2% | NEW | 新規購入 |
| 8 | PVH | Pvh CORP | +0.7% | -6.56% | 減少 |
| 9 | 7WH | Udemy INC | +0.6% | — | 変化なし |
| 10 | TWOU 2.25 05-01-25 | 2u INC | +0.4% | — | 変化なし |
| 11 | NRDY | Nerdy INC | +0.3% | — | 変化なし |
| 12 | RUN | Sunrun INC | +0.3% | +15.20% | 増加 |
| 13 | CARS | Cars.com INC | +0.3% | -4.56% | 減少 |
| 14 | FCN | Fti Consulting INC | +0.2% | -14.72% | 減少 |
| 15 | ✓ | -0.1% | — | 変化なし | |
| 16 | ✓ | -0.3% | — | 変化なし | |
| 17 | ✓ | -0.3% | +1.74% | 増加 | |
| 18 | PYPL | Paypal Holdings INC | -1.2% | -26.67% | 減少 |
| 19 | TRUP | Trupanion INC | -1.8% | EXIT | 全売却 |
| 20 | TENB | Tenable Holdings INC | -1.9% | EXIT | 全売却 |
| 21 | SEDG | Solaredge Technologies INC | -5.1% | EXIT | 全売却 |
| 22 | SMG | Scotts Miracle-gro Co | -6.7% | -87.51% | 減少 |