CIK: 0001635409
申告総資産額
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| # | 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 | AZO | Autozone INC | 株式-一般消費財 | 14.52% | — | — | |
| 2 | SSNC | Ss&c Technologies Holdings | 株式-IT | 9.58% | — | -2.38% | |
| 3 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 9.48% | — | — | |
| 4 | ✓ | Travelport Worldwide LTD | 株式-その他 | 5.82% | — | +4.76% | |
| 5 | SC | Santander Consumer USA Holdi | 株式-その他 | 5.18% | — | +12.89% | |
| 6 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 5.05% | — | -13.94% | |
| 7 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 5.04% | — | — | |
| 8 | ICE | Intercontinental Exchange In | 株式-金融 | 4.91% | — | -8.59% | |
| 9 | UHAL | U-haul Holding Co | 株式-その他 | 4.86% | — | — | |
| 10 | LYV | Live Nation Entertainment In | 株式-通信サービス | 4.79% | — | -10.74% | |
| 11 | EFX | Equifax INC | 株式-資本財 | 4.73% | — | -23.97% | |
| 12 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 4.72% | — | -30.30% | |
| 13 | ✓ | 株式-その他 | 4.70% | — | -8.44% | ||
| 14 | IHS | Ihs Markit LTD | 株式-その他 | 4.52% | — | -30.81% | |
| 15 | MIDD | Middleby CORP | 株式-資本財 | 4.42% | — | — | |
| 16 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 4.15% | — | — | |
| 17 | QTS | Qts Realty Trust Inc-cl A | 株式-その他 | 3.57% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Travelport Worldwide LTD | +0.2% | +4.76% | 増加 |
| 2 | JLL | Jones Lang Lasalle INC | -0.3% | — | 変化なし |
| 3 | QTS | Qts Realty Trust Inc-cl A | -0.4% | — | 変化なし |
| 4 | SC | Santander Consumer USA Holdi | -0.5% | +12.89% | 増加 |
| 5 | LYV | Live Nation Entertainment In | -0.8% | -10.74% | 減少 |
| 6 | STZ | Constellation Brands Inc-a | -0.8% | -13.94% | 減少 |
| 7 | ICE | Intercontinental Exchange In | -0.9% | -8.59% | 減少 |
| 8 | ✓ | -1.1% | -8.44% | 減少 | |
| 9 | UHAL | U-haul Holding Co | -1.2% | — | 変化なし |
| 10 | SSNC | Ss&c Technologies Holdings | -1.2% | -2.38% | 減少 |
| 11 | BKNG | Booking Hldgs INC | -1.3% | — | 変化なし |
| 12 | CTSH | Cognizant Tech Solutions-a | -2.5% | -30.30% | 減少 |
| 13 | EFX | Equifax INC | -2.6% | -23.97% | 減少 |
| 14 | IHS | Ihs Markit LTD | -2.9% | -30.81% | 減少 |
| 15 | AZO | Autozone INC | — | NEW | 新規購入 |
| 16 | WTW | Willis Towers Watson Public Limited Company | — | EXIT | 全売却 |
| 17 | MIDD | Middleby CORP | — | NEW | 新規購入 |
| 18 | FWONKUSD | Liberty Media Corp-liberty-c | — | NEW | 新規購入 |