CIK: 0001106500
申告総資産額
$3.7億
| # | 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 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 29.13% | — | -24.89% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 22.38% | — | -9.91% | |
| 3 | CGNX | Cognex CORP | 株式-IT | 16.39% | — | -31.13% | |
| 4 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 12.56% | — | +30.00% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 8.11% | -6.50% | — | |
| 6 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 5.15% | — | — | |
| 7 | HXL | Hexcel CORP | 株式-資本財 | 4.93% | — | -39.04% | |
| 8 | ✓ | 株式-その他 | 0.57% | — | — | ||
| 9 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.46% | — | +56.04% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.32% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FTCHQ | Farfetch Ltd-class A | +4.1% | +30.00% | 増加 |
| 2 | EL | Estee Lauder Companies-cl A | +0.2% | +56.04% | 増加 |
| 3 | ✓ | -0.5% | — | 変化なし | |
| 4 | BABA | Alibaba Group Holding-sp Adr | -2.4% | -9.91% | 減少 |
| 5 | FND | Floor & Decor Holdings Inc-a | -3.3% | -24.89% | 減少 |
| 6 | HXL | Hexcel CORP | -4% | -39.04% | 減少 |
| 7 | CGNX | Cognex CORP | -7.7% | -31.13% | 減少 |
| 8 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 9 | SPOT | Spotify Technology S.A. | — | NEW | 新規購入 |
| 10 | TJX | Tjx Companies INC | — | NEW | 新規購入 |