CIK: 0002009520
申告総資産額
$3.7億
| # | 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 | CARG | Cargurus INC | 株式-一般消費財 | 25.95% | -1.69% | +28.13% | |
| 2 | CME | Cme Group INC | 株式-金融 | 14.88% | +0.09% | — | |
| 3 | GTX | Garrett Motion INC | 株式-一般消費財 | 13.20% | -2.34% | -12.31% | |
| 4 | BKNG | Booking Holdings INC | 株式-一般消費財 | 12.30% | -1.46% | +8.06% | |
| 5 | SYY | Sysco CORP | 株式-生活必需品 | 7.84% | -5.97% | EXIT | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 7.54% | -1.30% | — | |
| 7 | CP | Canadian Pacific Kansas City | 株式-資本財 | 7.09% | -5.96% | EXIT | |
| 8 | HRB | H&r Block INC | 株式-一般消費財 | 6.02% | +1.66% | -23.91% | |
| 9 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 5.19% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CARG | Cargurus INC | +12.5% | +28.13% | 増加 |
| 2 | GTX | Garrett Motion INC | +4.3% | -12.31% | 減少 |
| 3 | BKNG | Booking Holdings INC | +2.9% | +8.06% | 増加 |
| 4 | CME | Cme Group INC | +1.8% | — | 増加 |
| 5 | SYY | Sysco CORP | +0.9% | — | 変化なし |
| 6 | CP | Canadian Pacific Kansas City | +0.6% | — | 変化なし |
| 7 | V | Visa Inc-class A Shares | 0% | — | 変化なし |
| 8 | DEO | Diageo Plc-sponsored Adr | -0.3% | — | 変化なし |
| 9 | HRB | H&r Block INC | -2.3% | -23.91% | 減少 |
| 10 | ALSN | Allison Transmission Holding | — | EXIT | 全売却 |
| 11 | COTY | Coty Inc-cl A | — | EXIT | 全売却 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |