CIK: 0001765388
申告総資産額
$29.6億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 15.86% | -0.48% | EXIT | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 15.51% | — | +12.86% | |
| 3 | PGR | Progressive CORP | 株式-金融 | 11.57% | — | +180.65% | |
| 4 | TXN | Texas Instruments INC | 株式-IT | 9.89% | -3.87% | +87.34% | |
| 5 | ORCL | Oracle CORP | 株式-IT | 9.25% | — | +163.09% | |
| 6 | CSCO | Cisco Systems INC | 株式-IT | 7.43% | — | +98.48% | |
| 7 | STT | State Street CORP | 株式-金融 | 7.39% | -0.63% | -20.30% | |
| 8 | ✓ | 株式-その他 | 5.77% | — | -10.09% | ||
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 5.40% | +0.11% | — | |
| 10 | QVCAUSD | Qurate Retail Inc-series A | 株式-その他 | 4.70% | — | +10.10% | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.73% | -7.35% | -42.91% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.49% | -0.28% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +8.4% | +180.65% | 増加 |
| 2 | ORCL | Oracle CORP | +6.2% | +163.09% | 増加 |
| 3 | TXN | Texas Instruments INC | +4.6% | +87.34% | 増加 |
| 4 | CSCO | Cisco Systems INC | +3.9% | +98.48% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +3.1% | +12.86% | 増加 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1.4% | +6.30% | 増加 |
| 7 | ✓ | +0.4% | -10.09% | 減少 | |
| 8 | QVCAUSD | Qurate Retail Inc-series A | +0.1% | +10.10% | 増加 |
| 9 | STT | State Street CORP | -3.4% | -20.30% | 減少 |
| 10 | BKNG | Booking Holdings INC | -4.1% | -42.91% | 減少 |
| 11 | RYAAY | Ryanair Holdings Plc-sp Adr | — | EXIT | 全売却 |
| 12 | HCA | Hca Healthcare INC | — | EXIT | 全売却 |
| 13 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 14 | CMCSA | Comcast Corp-class A | — | NEW | 新規購入 |