CIK: 0001620822
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 | OPLN | Openlane INC | 株式-その他 | 14.69% | -14.69% | EXIT | |
| 2 | MLCO | Melco Resorts & Entert-adr | 株式-その他 | 9.62% | -9.62% | EXIT | |
| 3 | TPR | Tapestry INC | 株式-一般消費財 | 9.16% | -9.16% | EXIT | |
| 4 | H | Hyatt Hotels CORP - Cl A | 株式-一般消費財 | 7.23% | -7.23% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 6.93% | -6.93% | EXIT | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 6.73% | -6.73% | EXIT | |
| 7 | TMUS | T-mobile US INC | 株式-通信サービス | 5.78% | -5.78% | EXIT | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.71% | -5.71% | EXIT | |
| 9 | AN | Autonation INC | 株式-一般消費財 | 4.96% | -4.96% | EXIT | |
| 10 | GDDY | Godaddy INC - Class A | 株式-IT | 4.44% | -4.44% | EXIT | |
| 11 | QRVO | Qorvo INC | 株式-IT | 3.81% | -3.81% | EXIT | |
| 12 | AKAM | Akamai Technologies INC | 株式-IT | 3.40% | -3.40% | EXIT | |
| 13 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 3.14% | -3.14% | EXIT | |
| 14 | RL | Ralph Lauren CORP | 株式-一般消費財 | 2.73% | -2.73% | EXIT | |
| 15 | DOX | Amdocs Limited | 株式-IT | 2.68% | -2.68% | EXIT | |
| 16 | AAPL | Apple INC | 株式-IT | 2.67% | -2.67% | EXIT | |
| 17 | DISH | Dish Network Corp-a | 株式-その他 | 2.10% | -2.10% | EXIT | |
| 18 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 2.02% | -2.02% | EXIT | |
| 19 | ECHO | Echostar Corp-a | 株式-通信サービス | 1.13% | -1.13% | EXIT | |
| 20 | ✓ | 株式-その他 | 1.07% | -1.07% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | OPLN | Openlane INC | +7.8% | +58.31% | 増加 |
| 2 | TPR | Tapestry INC | +4.9% | +43.85% | 増加 |
| 3 | MSFT | Microsoft CORP | +2.2% | +9.95% | 増加 |
| 4 | QRVO | Qorvo INC | +0.6% | -10.04% | 減少 |
| 5 | ECHO | Echostar Corp-a | -0.7% | -44.03% | 減少 |
| 6 | TXRH | Texas Roadhouse INC | -2% | -63.81% | 減少 |
| 7 | H | Hyatt Hotels CORP - Cl A | -2.8% | -44.41% | 減少 |
| 8 | DOX | Amdocs Limited | -3.5% | -65.88% | 減少 |
| 9 | DISH | Dish Network Corp-a | -3.5% | -77.94% | 減少 |
| 10 | ✓ | -8.6% | -91.36% | 減少 | |
| 11 | MLCO | Melco Resorts & Entert-adr | — | NEW | 新規購入 |
| 12 | VZ | Verizon Communications INC | — | EXIT | 全売却 |
| 13 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 14 | TMUS | T-mobile US INC | — | NEW | 新規購入 |
| 15 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 16 | WEX | Wex INC | — | EXIT | 全売却 |
| 17 | LAMR | Lamar Advertising Co-a | — | EXIT | 全売却 |
| 18 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 19 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 20 | AN | Autonation INC | — | NEW | 新規購入 |
| 21 | NXST | Nexstar Media Group INC | — | EXIT | 全売却 |
| 22 | GDDY | Godaddy INC - Class A | — | NEW | 新規購入 |
| 23 | UAA | Under Armour Inc-class A | — | EXIT | 全売却 |
| 24 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 25 | CCL1EUR | Carnival CORP LTD | — | NEW | 新規購入 |
| 26 | FLT1EUR | Fleetcor Technologies INC | — | EXIT | 全売却 |
| 27 | HST | Host Hotels & Resorts INC | — | EXIT | 全売却 |
| 28 | RL | Ralph Lauren CORP | — | NEW | 新規購入 |
| 29 | SHAK | Shake Shack INC - Class A | — | EXIT | 全売却 |
| 30 | AAPL | Apple INC | — | NEW | 新規購入 |
| 31 | DRI | Darden Restaurants INC | — | EXIT | 全売却 |
| 32 | DAL | Delta Air Lines INC | — | EXIT | 全売却 |
| 33 | LOW | Lowe's Cos INC | — | EXIT | 全売却 |
| 34 | HN9 | Hanesbrands INC | — | EXIT | 全売却 |