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 | 24.40% | -1.69% | +7.32% | |
| 2 | GTX | Garrett Motion INC | 株式-一般消費財 | 13.36% | -2.34% | -7.02% | |
| 3 | CME | Cme Group INC | 株式-金融 | 12.80% | +0.09% | — | |
| 4 | BKNG | Booking Holdings INC | 株式-一般消費財 | 11.31% | -1.46% | +8.96% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 6.59% | -1.30% | — | |
| 6 | SYY | Sysco CORP | 株式-生活必需品 | 5.97% | -5.97% | EXIT | |
| 7 | CP | Canadian Pacific Kansas City | 株式-資本財 | 5.96% | -5.96% | EXIT | |
| 8 | PHIN | Phinia INC | 株式-一般消費財 | 5.80% | +1.21% | — | |
| 9 | CPRT | Copart INC | 株式-資本財 | 4.81% | +1.45% | — | |
| 10 | CARR | Carrier Global CORP | 株式-資本財 | 4.58% | +1.41% | — | |
| 11 | HRB | H&r Block INC | 株式-一般消費財 | 4.41% | +1.66% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GTX | Garrett Motion INC | +0.2% | -7.02% | 減少 |
| 2 | V | Visa Inc-class A Shares | -1% | — | 変化なし |
| 3 | BKNG | Booking Holdings INC | -1% | +8.96% | 増加 |
| 4 | CP | Canadian Pacific Kansas City | -1.1% | — | 変化なし |
| 5 | CARG | Cargurus INC | -1.6% | +7.32% | 増加 |
| 6 | HRB | H&r Block INC | -1.6% | — | 変化なし |
| 7 | SYY | Sysco CORP | -1.9% | — | 変化なし |
| 8 | CME | Cme Group INC | -2.1% | — | 変化なし |
| 9 | PHIN | Phinia INC | — | NEW | 新規購入 |
| 10 | CPRT | Copart INC | — | NEW | 新規購入 |
| 11 | CARR | Carrier Global CORP | — | NEW | 新規購入 |
| 12 | DEO | Diageo Plc-sponsored Adr | — | EXIT | 全売却 |