CIK: 0001425649
申告総資産額
$5.9億
| # | 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 | TMUS | T-mobile US INC | 株式-通信サービス | 6.52% | — | -3.04% | |
| 2 | RH | Rh | 株式-一般消費財 | 5.50% | — | -27.51% | |
| 3 | LBTYA | Liberty Global Ltd. | 株式-その他 | 5.34% | — | +5.19% | |
| 4 | WMS | Advanced Drainage Systems In | 株式-資本財 | 5.31% | -0.68% | -30.21% | |
| 5 | EPAYEUR | Bottomline Technologies (de) | 株式-その他 | 5.29% | — | — | |
| 6 | BALL | Ball CORP | 株式-一般消費財 | 5.16% | — | -6.26% | |
| 7 | GWRE | Guidewire Software INC | 株式-IT | 5.13% | — | — | |
| 8 | APOEUR | Apollo Asset Management INC | 株式-その他 | 4.91% | — | — | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 4.42% | — | +114.68% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 4.22% | — | — | |
| 11 | AWI | Armstrong World Industries | 株式-資本財 | 4.18% | — | +9.10% | |
| 12 | CCOI | Cogent Communications Holdin | 株式-その他 | 4.11% | +2.08% | NEW | |
| 13 | CRM | Salesforce INC | 株式-IT | 3.96% | — | — | |
| 14 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.75% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.65% | +1.57% | -5.57% | |
| 16 | TV | Grupo Televisa Sa-spon Adr | 株式-その他 | 3.56% | — | — | |
| 17 | FAF | First American Financial | 株式-金融 | 3.49% | — | +200.86% | |
| 18 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 3.30% | — | — | |
| 19 | FIS | Fidelity National Info Serv | 株式-IT | 3.30% | — | — | |
| 20 | CPRT | Copart INC | 株式-資本財 | 3.14% | — | -16.87% | |
| 21 | MTN | Vail Resorts INC | 株式-一般消費財 | 3.10% | — | -21.22% | |
| 22 | GRPN | Groupon INC | 株式-その他 | 2.98% | — | — | |
| 23 | DRI | Darden Restaurants INC | 株式-一般消費財 | 2.88% | — | +96.62% | |
| 24 | MSI | Motorola Solutions INC | 株式-IT | 2.52% | — | +150.28% | |
| 25 | GSATUSD | Globalstar INC | 株式-その他 | 0.25% | — | — | |
| 26 | TMUSREUR | T-mobile US INC - Rights | 株式-その他 | 0.01% | — | — |