CIK: 0001140315
申告総資産額
$2.1億
| # | 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 | ✓ | NXP semi | 株式-その他 | 14.32% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.17% | — | +451.61% | |
| 3 | TWXCHF | Time Warner INC | 株式-その他 | 9.20% | — | +103.74% | |
| 4 | ✓ | 株式-その他 | 6.54% | — | +25.81% | ||
| 5 | ✓ | 株式-その他 | 6.48% | — | +179.50% | ||
| 6 | MULEUSD | Mulesoft INC -a | 株式-その他 | 5.68% | — | — | |
| 7 | ✓ | CSRA Inc | 株式-その他 | 4.60% | — | — | |
| 8 | CI | The Cigna Group | 株式-ヘルスケア | 2.58% | — | — | |
| 9 | ✓ | Blue Buffalo Pet Prods INC | 株式-その他 | 2.47% | — | — | |
| 10 | ✓ | Dst Sys INC Del Com | 株式-その他 | 2.34% | — | — | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 2.32% | — | +64.08% | |
| 12 | ROK | Rockwell Automation, Inc. | 株式-資本財 | 2.16% | — | +24.23% | |
| 13 | ✓ | U S G CORP | 株式-その他 | 2.01% | — | — | |
| 14 | ✓ | Orbital Atk Inc | 株式-その他 | 1.97% | — | — | |
| 15 | ✓ | Blackhawk Network Holdings Inc | 株式-その他 | 1.33% | — | — | |
| 16 | ✓ | Rsp Permian INC Com | 株式-その他 | 1.22% | — | — | |
| 17 | ✓ | Kapstone Paper Packaging CORP Com | 株式-その他 | 1.19% | — | — | |
| 18 | DELL | Dell Technologies Inc. | 株式-IT | 1.19% | — | -32.58% | |
| 19 | ✓ | Microsemi CORP Com | 株式-その他 | 1.12% | — | +600.00% | |
| 20 | TRCO | Tribune Media Co - A | 株式-その他 | 1.11% | — | +37.50% | |
| 21 | ✓ | Shire PLC | 株式-その他 | 1.10% | — | — | |
| 22 | T | At&t INC | 株式-通信サービス | 1.06% | — | — | |
| 23 | ✓ | Ablynx NV - Adr | 株式-その他 | 1.06% | — | — | |
| 24 | ✓ | GGP Inc | 株式-その他 | 0.96% | — | — | |
| 25 | ✓ | Cavium INC | 株式-その他 | 0.82% | — | -46.41% | |
| 26 | AKRXEUR | Akorn INC | 株式-その他 | 0.72% | — | -26.14% | |
| 27 | ✓ | Callidus Software, Inc. | 株式-その他 | 0.72% | — | — | |
| 28 | ✓ | Axalta Coating Sys LTD | 株式-その他 | 0.69% | — | — | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | — | +106.00% | |
| 30 | XRXCHF | Xerox CORP | 株式-その他 | 0.57% | — | — | |
| 31 | ✓ | Oclaro Inc | 株式-その他 | 0.47% | — | — | |
| 32 | COR | Cencora INC | 株式-ヘルスケア | 0.43% | — | — | |
| 33 | AAPL | Apple INC | 株式-IT | 0.40% | — | +164.90% | |
| 34 | CTLEUR | Centurylink INC | 株式-その他 | 0.40% | — | +35.95% | |
| 35 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.39% | — | -9.09% | |
| 36 | ✓ | Ply Gem Hldgs INC | 株式-その他 | 0.38% | — | — | |
| 37 | ✓ | Hardinge INC | 株式-その他 | 0.36% | — | — | |
| 38 | INR | Infinity Natural Resources, Inc. | 株式-その他 | 0.35% | — | — | |
| 39 | BG | Bunge Global SA | 株式-生活必需品 | 0.35% | — | — | |
| 40 | ✓ | General Cable INC Com | 株式-その他 | 0.31% | — | +5.00% | |
| 41 | IP | International Paper Co | 株式-一般消費財 | 0.29% | — | — | |
| 42 | ✓ | Klondex Mines Ltd. | 株式-その他 | 0.29% | — | — | |
| 43 | ✓ | Xcerra CORP | 株式-その他 | 0.29% | — | — | |
| 44 | ✓ | Commercehub INC Class A | 株式-その他 | 0.28% | — | — | |
| 45 | DYN | Dynegy INC New Del | 株式-その他 | 0.28% | — | +10.68% | |
| 46 | GLW | Corning INC | 株式-IT | 0.28% | — | +100.00% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.25% | — | +50.00% | |
| 48 | HAIN | Hain Celestial Group INC | 株式-その他 | 0.23% | — | +108.57% | |
| 49 | MCHP | Microchip Technology INC | 株式-IT | 0.23% | — | — | |
| 50 | ✓ | Schulman A INC | 株式-その他 | 0.21% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +8.4% | +451.61% | 増加 |
| 2 | TWXCHF | Time Warner INC | +3.4% | +103.74% | 増加 |
| 3 | ✓ | +3.4% | +179.50% | 増加 | |
| 4 | ✓ | Microsemi CORP Com | +1% | +600.00% | 増加 |
| 5 | QCOM | Qualcomm INC | +0.1% | +64.08% | 増加 |
| 6 | ROK | Rockwell Automation, Inc. | -0.2% | +24.23% | 増加 |
| 7 | ✓ | -0.9% | +25.81% | 増加 | |
| 8 | ✓ | Cavium INC | -1.3% | -46.41% | 減少 |
| 9 | DELL | Dell Technologies Inc. | -1.4% | -32.58% | 減少 |
| 10 | AKRXEUR | Akorn INC | -1.5% | -26.14% | 減少 |
| 11 | ✓ | NXP semi | — | NEW | 新規購入 |
| 12 | ✓ | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 13 | MULEUSD | Mulesoft INC -a | — | NEW | 新規購入 |
| 14 | SNI | Scripps Networks Inter-cl A | — | EXIT | 全売却 |
| 15 | ✓ | CSRA Inc | — | NEW | 新規購入 |
| 16 | ✓ | Straight Path Communicatns Incorporated Class B | — | EXIT | 全売却 |
| 17 | CI | The Cigna Group | — | NEW | 新規購入 |
| 18 | ✓ | Blue Buffalo Pet Prods INC | — | NEW | 新規購入 |
| 19 | ✓ | Dst Sys INC Del Com | — | NEW | 新規購入 |
| 20 | ✓ | U S G CORP | — | NEW | 新規購入 |
| 21 | ✓ | Orbital Atk Inc | — | NEW | 新規購入 |
| 22 | ✓ | Liberty Interactive CORP | — | EXIT | 全売却 |
| 23 | ✓ | Silver Spring Networks Inc | — | EXIT | 全売却 |
| 24 | ✓ | Exactech INC | — | EXIT | 全売却 |
| 25 | ✓ | — | EXIT | 全売却 | |
| 26 | RGCGBP | Regal Entertainment Group-a | — | EXIT | 全売却 |
| 27 | ✓ | Snyders-lance INC Com | — | EXIT | 全売却 |
| 28 | ✓ | Blackhawk Network Holdings Inc | — | NEW | 新規購入 |
| 29 | ✓ | Ixys CORP | — | EXIT | 全売却 |
| 30 | ✓ | Discovery Communications-c | — | EXIT | 全売却 |
| 31 | ✓ | Buffalo Wild Wings INC | — | EXIT | 全売却 |
| 32 | ✓ | Rsp Permian INC Com | — | NEW | 新規購入 |
| 33 | ✓ | Amplify Snack Brands | — | EXIT | 全売却 |
| 34 | ✓ | Kapstone Paper Packaging CORP Com | — | NEW | 新規購入 |
| 35 | ✓ | Advanced Accelerator App ADR | — | EXIT | 全売却 |
| 36 | ✓ | Barracuda Networks INC | — | EXIT | 全売却 |
| 37 | ✓ | Shire PLC | — | NEW | 新規購入 |
| 38 | T | At&t INC | — | NEW | 新規購入 |
| 39 | ✓ | Ablynx NV - Adr | — | NEW | 新規購入 |
| 40 | ✓ | Broadsoft INC | — | EXIT | 全売却 |
| 41 | ✓ | Time Warner INC | — | EXIT | 全売却 |
| 42 | ✓ | At&t INC | — | EXIT | 全売却 |
| 43 | ✓ | Callidus Software, Inc. | — | NEW | 新規購入 |
| 44 | ✓ | Axalta Coating Sys LTD | — | NEW | 新規購入 |
| 45 | ✓ | Akorn INC | — | EXIT | 全売却 |
| 46 | XRXCHF | Xerox CORP | — | NEW | 新規購入 |
| 47 | TIME1EUR | Time INC | — | EXIT | 全売却 |
| 48 | ✓ | Oclaro Inc | — | NEW | 新規購入 |
| 49 | ✓ | Axalta Coating Systems Ltd. | — | EXIT | 全売却 |
| 50 | COR | Cencora INC | — | NEW | 新規購入 |