CIK: 0001747888
申告総資産額
$6.0億
| # | 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 | SE | Sea Ltd-adr | 株式-通信サービス | 14.40% | +6.01% | +64.56% | |
| 2 | NSP | Insperity INC | 株式-その他 | 13.29% | — | +78.95% | |
| 3 | NOW | Servicenow INC | 株式-IT | 11.41% | — | — | |
| 4 | GOGO | Gogo INC | 株式-その他 | 10.82% | — | +6.51% | |
| 5 | CVNA | Carvana Co | 株式-一般消費財 | 10.48% | +8.02% | +14.87% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 10.36% | — | +17.46% | |
| 7 | IACIEUR | Iac/interactivecorp | 株式-その他 | 10.17% | — | — | |
| 8 | LKNCY | Luckin Coffee INC - Adr | 株式-その他 | 8.60% | — | — | |
| 9 | ✓ | 株式-その他 | 7.40% | — | +151.48% | ||
| 10 | HUBS | Hubspot INC | 株式-IT | 2.10% | — | -69.84% | |
| 11 | ARES | Ares Management CORP - A | 株式-金融 | 0.97% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +3.8% | +151.48% | 増加 | |
| 2 | SE | Sea Ltd-adr | +3.7% | +64.56% | 増加 |
| 3 | CVNA | Carvana Co | +0.1% | +14.87% | 増加 |
| 4 | NSP | Insperity INC | -0.2% | +78.95% | 増加 |
| 5 | BABA | Alibaba Group Holding-sp Adr | -0.7% | +17.46% | 増加 |
| 6 | GOGO | Gogo INC | -4.4% | +6.51% | 増加 |
| 7 | HUBS | Hubspot INC | -8.5% | -69.84% | 減少 |
| 8 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 9 | IACIEUR | Iac/interactivecorp | — | NEW | 新規購入 |
| 10 | GDDY | Godaddy INC - Class A | — | EXIT | 全売却 |
| 11 | LKNCY | Luckin Coffee INC - Adr | — | NEW | 新規購入 |
| 12 | PDD | Pdd Holdings INC | — | EXIT | 全売却 |
| 13 | HGV | Hilton Grand Vacations INC | — | EXIT | 全売却 |
| 14 | ARES | Ares Management CORP - A | — | NEW | 新規購入 |