CIK: 0001387369
申告総資産額
$4.0億
| # | 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 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 8.39% | -3.12% | — | |
| 2 | ✓ | Intelsat | 株式-その他 | 8.07% | — | +30.71% | |
| 3 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 7.95% | — | +93.38% | |
| 4 | KIM | Kimco Realty CORP | 株式-不動産 | 6.59% | — | +73.25% | |
| 5 | DISH | Dish Network Corp-a | 株式-その他 | 6.19% | — | +73.53% | |
| 6 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 5.18% | — | — | |
| 7 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 4.95% | — | +26.13% | |
| 8 | MCHP | Microchip Technology INC | 株式-IT | 4.66% | +1.39% | NEW | |
| 9 | TCBI | Texas Capital Bancshares INC | 株式-金融 | 4.51% | — | — | |
| 10 | STAYUSD | Extended Stay America INC | 株式-その他 | 4.19% | — | +214.56% | |
| 11 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 3.95% | — | -29.10% | |
| 12 | BLMN | Bloomin' Brands INC | 株式-その他 | 3.25% | — | — | |
| 13 | VSAT | Viasat INC | 株式-IT | 2.56% | — | -6.84% | |
| 14 | AYAEUR | Stars Group Inc/the | 株式-その他 | 2.40% | — | -18.37% | |
| 15 | NWSA | News CORP - Class A | 株式-通信サービス | 2.34% | — | — | |
| 16 | MTH | Meritage Homes CORP | 株式-一般消費財 | 2.27% | — | — | |
| 17 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 2.27% | — | -51.94% | |
| 18 | TMHC | Taylor Morrison Home CORP | 株式-一般消費財 | 2.05% | — | — | |
| 19 | CMC | Commercial Metals Co | 株式-資本財 | 1.86% | -2.02% | -7.80% | |
| 20 | ADT | Adt INC | 株式-資本財 | 1.75% | — | — | |
| 21 | NYT | New York Times Co-a | 株式-通信サービス | 1.66% | — | — | |
| 22 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 1.47% | -1.29% | EXIT | |
| 23 | LAD | Lithia Motors INC | 株式-一般消費財 | 1.25% | — | — | |
| 24 | Z | Zillow Group INC - C | 株式-通信サービス | 1.13% | — | — | |
| 25 | VSMEUR | Versum Materials INC | 株式-その他 | 1.08% | — | — | |
| 26 | SWKS | Skyworks Solutions INC | 株式-IT | 1.06% | — | — | |
| 27 | LGFEUR | Lions Gate Entertainment-a | 株式-その他 | 1.06% | — | — | |
| 28 | NMRK | Newmark Group Inc-class A | 株式-その他 | 1.00% | — | — | |
| 29 | PZZA | Papa John's Intl INC | 株式-その他 | 0.97% | — | -82.04% | |
| 30 | DCH | Dauch Corporation | 株式-その他 | 0.79% | — | — | |
| 31 | SHOP | Shopify INC - Class A | 株式-IT | 0.75% | — | — | |
| 32 | QUOTUSD | Quotient Technology INC | 株式-その他 | 0.74% | — | — | |
| 33 | ✓ | Willscot CORP | 株式-その他 | 0.50% | — | — | |
| 34 | ✓ | Pivotal Software INC | 株式-その他 | 0.47% | — | — | |
| 35 | EVR | Evercore INC - A | 株式-金融 | 0.25% | — | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.19% | — | +26.58% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | — | — | |
| 39 | LSCC | Lattice Semiconductor CORP | 株式-IT | 0.07% | — | -45.77% |