CIK: 0001628110
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 | LYV | Live Nation Entertainment In | 株式-通信サービス | 8.06% | — | +19.22% | |
| 2 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 5.31% | — | -4.23% | |
| 3 | BILL | Bill Holdings INC | 株式-IT | 4.74% | — | +21.88% | |
| 4 | EXPE | Expedia Group INC | 株式-一般消費財 | 4.21% | — | -18.72% | |
| 5 | TEAM | Atlassian Corporation | 株式-IT | 3.91% | — | +170.97% | |
| 6 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 3.85% | — | +8.92% | |
| 7 | DDOG | Datadog INC - Class A | 株式-IT | 3.72% | — | +44.92% | |
| 8 | SNOW | Snowflake INC | 株式-IT | 3.35% | — | +22.73% | |
| 9 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 3.34% | — | +3.62% | |
| 10 | IAA-WUSD | Iaa INC | 株式-その他 | 3.24% | — | +57.83% | |
| 11 | UBER | Uber Technologies INC | 株式-資本財 | 3.23% | — | — | |
| 12 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 3.01% | — | +31.43% | |
| 13 | ALGN | Align Technology INC | 株式-ヘルスケア | 2.97% | — | +218.97% | |
| 14 | AFRM | Affirm Holdings INC | 株式-金融 | 2.90% | — | +7.27% | |
| 15 | DT | Dynatrace INC | 株式-IT | 2.74% | — | +69.09% | |
| 16 | MAR | Marriott International -cl A | 株式-一般消費財 | 2.62% | — | -7.29% | |
| 17 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 2.53% | — | +43.48% | |
| 18 | COTY | Coty Inc-cl A | 株式-その他 | 2.50% | — | +80.37% | |
| 19 | EFX | Equifax INC | 株式-資本財 | 2.44% | — | -3.94% | |
| 20 | H | Hyatt Hotels CORP - Cl A | 株式-一般消費財 | 2.32% | — | +7.61% | |
| 21 | NOW | Servicenow INC | 株式-IT | 2.17% | — | +44.21% | |
| 22 | RACE | Ferrari N.V. | 株式-一般消費財 | 1.88% | — | -27.32% | |
| 23 | PRKS | United Parks & Resorts INC | 株式-その他 | 1.68% | — | +5.66% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.64% | — | +11.11% | |
| 25 | SNAP | Snap INC - A | 株式-通信サービス | 1.61% | — | -48.13% | |
| 26 | DASH | Doordash INC - A | 株式-一般消費財 | 1.60% | — | +64.18% | |
| 27 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 1.58% | — | +96.97% | |
| 28 | IT | Gartner INC | 株式-IT | 1.48% | — | -4.74% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.40% | — | -45.16% | |
| 30 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.38% | — | +5.26% | |
| 31 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 1.34% | — | — | |
| 32 | MRVL | Marvell Technology INC | 株式-IT | 1.28% | — | — | |
| 33 | ASML | ASML Holding N.V. | 株式-IT | 1.26% | — | +8.33% | |
| 34 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.22% | — | +76.53% | |
| 35 | OLPX | Olaplex Holdings INC | 株式-その他 | 1.15% | — | +90.59% | |
| 36 | BURL | Burlington Stores INC | 株式-一般消費財 | 1.04% | — | +53.68% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.88% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | — | -28.57% | |
| 39 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 0.77% | — | +126.36% | |
| 40 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.61% | — | — | |
| 41 | GNRC | Generac Holdings INC | 株式-資本財 | 0.52% | — | — | |
| 42 | AMPL | Amplitude Inc-class A | 株式-その他 | 0.45% | — | — | |
| 43 | HTZ | Hertz Global Hldgs INC | 株式-その他 | 0.45% | — | — | |
| 44 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 0.29% | — | -41.81% | |
| 45 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.15% | — | — | |
| 46 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.13% | — | — | |
| 47 | MLCO | Melco Resorts & Entert-adr | 株式-その他 | 0.11% | — | — | |
| 48 | OPEN | Opendoor Technologies INC | 株式-不動産 | 0.07% | — | — | |
| 49 | CSGP | Costar Group INC | 株式-不動産 | 0.05% | — | — | |
| 50 | LAUR | Laureate Education INC | 株式-その他 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies INC | +3.2% | NEW | 新規購入 |
| 2 | LYV | Live Nation Entertainment In | +2.7% | +19.22% | 増加 |
| 3 | TEAM | Atlassian Corporation | +2.4% | +170.97% | 増加 |
| 4 | ALGN | Align Technology INC | +2% | +218.97% | 増加 |
| 5 | DDOG | Datadog INC - Class A | +1.6% | +44.92% | 増加 |
| 6 | COTY | Coty Inc-cl A | +1.4% | +80.37% | 増加 |
| 7 | AAP | Advance Auto Parts INC | +1.3% | NEW | 新規購入 |
| 8 | MRVL | Marvell Technology INC | +1.3% | NEW | 新規購入 |
| 9 | IAA-WUSD | Iaa INC | +0.9% | +57.83% | 増加 |
| 10 | LOW | Lowe's Cos INC | +0.9% | NEW | 新規購入 |
| 11 | SNOW | Snowflake INC | +0.8% | +22.73% | 増加 |
| 12 | DT | Dynatrace INC | +0.8% | +69.09% | 増加 |
| 13 | WMG | Warner Music Group Corp-cl A | +0.8% | +96.97% | 増加 |
| 14 | NOW | Servicenow INC | +0.7% | +44.21% | 増加 |
| 15 | OLPX | Olaplex Holdings INC | +0.6% | +90.59% | 増加 |
| 16 | MNST | Monster Beverage CORP | +0.6% | NEW | 新規購入 |
| 17 | TXRH | Texas Roadhouse INC | +0.6% | +31.43% | 増加 |
| 18 | BBWI | Bath & Body Works INC | +0.5% | +8.92% | 増加 |
| 19 | H | Hyatt Hotels CORP - Cl A | +0.5% | +7.61% | 増加 |
| 20 | GNRC | Generac Holdings INC | +0.5% | NEW | 新規購入 |
| 21 | AMPL | Amplitude Inc-class A | +0.5% | NEW | 新規購入 |
| 22 | HTZ | Hertz Global Hldgs INC | +0.5% | NEW | 新規購入 |
| 23 | FND | Floor & Decor Holdings Inc-a | +0.4% | +126.36% | 増加 |
| 24 | CRL | Charles River Laboratories | +0.4% | +76.53% | 増加 |
| 25 | HLT | Hilton Worldwide Holdings In | +0.4% | -4.23% | 減少 |
| 26 | BILL | Bill Holdings INC | +0.4% | +21.88% | 増加 |
| 27 | BURL | Burlington Stores INC | +0.4% | +53.68% | 増加 |
| 28 | MSFT | Microsoft CORP | +0.4% | +11.11% | 増加 |
| 29 | ✓ | Laboratory CORP Amer Hldgs | +0.3% | +3.62% | 増加 |
| 30 | PRKS | United Parks & Resorts INC | +0.3% | +5.66% | 増加 |
| 31 | TJX | Tjx Companies INC | -0.4% | EXIT | 全売却 |
| 32 | DRI | Darden Restaurants INC | -0.4% | EXIT | 全売却 |
| 33 | PVH | Pvh CORP | -0.5% | EXIT | 全売却 |
| 34 | V | Visa Inc-class A Shares | -0.6% | EXIT | 全売却 |
| 35 | USFD | US Foods Holding CORP | -0.6% | EXIT | 全売却 |
| 36 | EXPE | Expedia Group INC | -0.7% | -18.72% | 減少 |
| 37 | PLANUSD | Anaplan INC | -0.7% | EXIT | 全売却 |
| 38 | TWTRUSD | Twitter INC | -0.7% | EXIT | 全売却 |
| 39 | VSXY | Victoria's Secret & Co | -0.9% | EXIT | 全売却 |
| 40 | ATVIEUR | Activision Blizzard INC | -1% | EXIT | 全売却 |
| 41 | PAGS | PagSeguro Digital Ltd. | -1.1% | +43.48% | 増加 |
| 42 | FICO | Fair Isaac CORP | -1.1% | EXIT | 全売却 |
| 43 | META | Meta Platforms Inc-class A | -1.3% | -45.16% | 減少 |
| 44 | MCD | Mcdonald's CORP | -1.3% | EXIT | 全売却 |
| 45 | BKNG | Booking Holdings INC | -1.4% | EXIT | 全売却 |
| 46 | GOOGL | Alphabet Inc-cl A | -1.4% | EXIT | 全売却 |
| 47 | XYZ | Block INC | -1.6% | EXIT | 全売却 |
| 48 | SE | Sea Ltd-adr | -1.7% | EXIT | 全売却 |
| 49 | SNAP | Snap INC - A | -3.5% | -48.13% | 減少 |
| 50 | MA | Mastercard INC - A | -5.7% | EXIT | 全売却 |