CIK: 0001631543
申告総資産額
$1411.5万
| # | 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 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 25.59% | — | -62.65% | |
| 2 | LBTYA | Liberty Global Ltd. | 株式-その他 | 25.54% | — | -54.59% | |
| 3 | EQIX | Equinix INC | 株式-不動産 | 12.36% | — | -51.72% | |
| 4 | AMAT | Applied Materials INC | 株式-IT | 8.65% | — | -35.29% | |
| 5 | MRVL | Marvell Technology, Inc. | 株式-IT | 8.35% | — | +14.29% | |
| 6 | SBAC | Sba Communications CORP | 株式-不動産 | 5.90% | — | -84.21% | |
| 7 | ANETEUR | Arista Networks INC | 株式-その他 | 4.54% | — | — | |
| 8 | ADI | Analog Devices INC | 株式-IT | 4.54% | — | — | |
| 9 | AVGO | Broadcom INC | 株式-IT | 4.53% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LBTYA | Liberty Global Ltd. | +7.4% | -54.59% | 減少 |
| 2 | MRVL | Marvell Technology, Inc. | +6.2% | +14.29% | 増加 |
| 3 | AMAT | Applied Materials INC | +4.5% | -35.29% | 減少 |
| 4 | CHTR | Charter Communications Inc-a | +4.3% | -62.65% | 減少 |
| 5 | EQIX | Equinix INC | +4.2% | -51.72% | 減少 |
| 6 | SBAC | Sba Communications CORP | -5.8% | -84.21% | 減少 |
| 7 | ZAYOEUR | Zayo Group Holdings INC | — | EXIT | 全売却 |
| 8 | IACIEUR | Iac/interactivecorp | — | EXIT | 全売却 |
| 9 | MTN | Vail Resorts INC | — | EXIT | 全売却 |
| 10 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 11 | ANETEUR | Arista Networks INC | — | NEW | 新規購入 |
| 12 | ADI | Analog Devices INC | — | NEW | 新規購入 |
| 13 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 14 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 15 | GOOG | Alphabet Inc-cl C | — | EXIT | 全売却 |
| 16 | NEWREUR | New Relic INC | — | EXIT | 全売却 |