CIK: 0001998597
申告総資産額
$16.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 19.46% | +0.03% | +22.89% | |
| 2 | FIS | Fidelity National Info Serv | 株式-IT | 13.94% | — | +3.75% | |
| 3 | TRMB | Trimble INC | 株式-IT | 13.23% | — | +0.02% | |
| 4 | FYBR | Frontier Communications Pare | 株式-その他 | 13.02% | — | +7.74% | |
| 5 | MRCY | Mercury Systems INC | 株式-資本財 | 11.17% | -0.19% | +32.89% | |
| 6 | THS | Treehouse Foods INC | 株式-その他 | 10.45% | -7.15% | EXIT | |
| 7 | WOLF* | Wolfspeed INC | 株式-その他 | 7.35% | — | — | |
| 8 | FRPT | Freshpet INC | 株式-生活必需品 | 6.92% | -1.77% | EXIT | |
| 9 | QDEL | Quidelortho CORP | 株式-その他 | 3.13% | — | — | |
| 10 | EHABUSD | Enhabit INC | 株式-その他 | 1.33% | +0.83% | -0.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WOLF* | Wolfspeed INC | +7.4% | NEW | 新規購入 |
| 2 | QDEL | Quidelortho CORP | +3.1% | NEW | 新規購入 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.5% | +22.89% | 増加 |
| 4 | FIS | Fidelity National Info Serv | +1.1% | +3.75% | 増加 |
| 5 | TRMB | Trimble INC | +0.3% | +0.02% | 増加 |
| 6 | EHABUSD | Enhabit INC | -0.1% | -0.13% | 減少 |
| 7 | MRCY | Mercury Systems INC | -1.1% | +32.89% | 増加 |
| 8 | FYBR | Frontier Communications Pare | -1.7% | +7.74% | 増加 |
| 9 | THS | Treehouse Foods INC | -2.7% | — | 変化なし |
| 10 | FRPT | Freshpet INC | -8.7% | -60.86% | 減少 |