CIK: 0001620822
申告総資産額
—
| # | 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 | DISH | Dish Network Corp-a | 株式-その他 | 15.58% | -2.10% | EXIT | |
| 2 | OPLN | Openlane INC | 株式-その他 | 8.95% | -14.69% | EXIT | |
| 3 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 8.88% | — | -34.78% | |
| 4 | DOX | Amdocs Limited | 株式-IT | 8.80% | -2.68% | EXIT | |
| 5 | EBAY | Ebay INC | 株式-一般消費財 | 8.66% | — | +19.95% | |
| 6 | EXPE | Expedia Group INC | 株式-一般消費財 | 7.61% | — | -19.42% | |
| 7 | ✓ | 株式-その他 | 7.27% | -1.07% | EXIT | ||
| 8 | H | Hyatt Hotels CORP - Cl A | 株式-一般消費財 | 5.64% | -7.23% | EXIT | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.57% | -5.71% | EXIT | |
| 10 | LYV | Live Nation Entertainment In | 株式-通信サービス | 4.03% | — | -48.09% | |
| 11 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 3.92% | — | -32.49% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.36% | — | -36.08% | |
| 13 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 3.35% | -3.14% | EXIT | |
| 14 | SERVUSD | Servicemaster Global Holding | 株式-その他 | 3.20% | — | — | |
| 15 | GPI | Group 1 Automotive INC | 株式-一般消費財 | 2.93% | — | — | |
| 16 | PLAY | Dave & Buster's Entertainmen | 株式-その他 | 2.41% | — | +17.58% | |
| 17 | ECHO | Echostar Corp-a | 株式-通信サービス | 0.83% | -1.13% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +2.7% | +34.03% | 増加 | |
| 2 | EBAY | Ebay INC | +2.1% | +19.95% | 増加 |
| 3 | PLAY | Dave & Buster's Entertainmen | -0.2% | +17.58% | 増加 |
| 4 | ECHO | Echostar Corp-a | -0.7% | -43.27% | 減少 |
| 5 | BIDU | Baidu INC - Spon Adr | -0.9% | -34.78% | 減少 |
| 6 | CCL1EUR | Carnival CORP LTD | -0.9% | -20.90% | 減少 |
| 7 | META | Meta Platforms Inc-class A | -1.3% | -36.08% | 減少 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | -1.4% | -32.49% | 減少 |
| 9 | DOX | Amdocs Limited | -1.8% | -16.88% | 減少 |
| 10 | DISH | Dish Network Corp-a | -2.1% | +91.51% | 増加 |
| 11 | EXPE | Expedia Group INC | -2.1% | -19.42% | 減少 |
| 12 | LYV | Live Nation Entertainment In | -2.2% | -48.09% | 減少 |
| 13 | H | Hyatt Hotels CORP - Cl A | -2.5% | -36.88% | 減少 |
| 14 | OPLN | Openlane INC | — | NEW | 新規購入 |
| 15 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 16 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 17 | SERVUSD | Servicemaster Global Holding | — | NEW | 新規購入 |
| 18 | GPI | Group 1 Automotive INC | — | NEW | 新規購入 |
| 19 | STAYUSD | Extended Stay America INC | — | EXIT | 全売却 |
| 20 | CTRPUSD | Ctrip.com International-adr | — | EXIT | 全売却 |