CIK: 0001703147
申告総資産額
$6028.0万
| # | 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 | LOGMEUR | Logmein INC | 株式-その他 | 9.77% | — | +27.78% | |
| 2 | ECHO | Echostar Corp-a | 株式-通信サービス | 9.31% | +5.81% | +20.93% | |
| 3 | DISH | Dish Network Corp-a | 株式-その他 | 8.93% | — | -10.41% | |
| 4 | MLM | Martin Marietta Materials | 株式-素材 | 8.90% | -7.30% | EXIT | |
| 5 | 7SU | Summit Materials INC -cl A | 株式-その他 | 8.54% | -1.26% | +39.78% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 7.27% | — | — | |
| 7 | DG | Dollar General CORP | 株式-生活必需品 | 7.05% | — | — | |
| 8 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 6.39% | — | — | |
| 9 | GDDY | Godaddy INC - Class A | 株式-IT | 6.23% | -6.21% | EXIT | |
| 10 | WEX | Wex INC | 株式-IT | 6.22% | +1.22% | -63.64% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 6.00% | -6.46% | EXIT | |
| 12 | SMPL | Simply Good Foods Co/the | 株式-その他 | 4.70% | — | — | |
| 13 | EGHT | 8x8 INC | 株式-その他 | 4.36% | — | — | |
| 14 | CRM | Salesforce INC | 株式-IT | 3.48% | — | — | |
| 15 | EA | Electronic Arts INC | 株式-通信サービス | 2.87% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +1.3% | +33.33% | 増加 |
| 2 | GDDY | Godaddy INC - Class A | +1% | — | 変化なし |
| 3 | MLM | Martin Marietta Materials | +1% | +11.11% | 増加 |
| 4 | LOGMEUR | Logmein INC | +1% | +27.78% | 増加 |
| 5 | 7SU | Summit Materials INC -cl A | +0.7% | +39.78% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.7% | — | 変化なし |
| 7 | SMPL | Simply Good Foods Co/the | +0.6% | — | 変化なし |
| 8 | CRM | Salesforce INC | +0.5% | — | 変化なし |
| 9 | DG | Dollar General CORP | -0.1% | — | 変化なし |
| 10 | ECHO | Echostar Corp-a | -0.3% | +20.93% | 増加 |
| 11 | AMT | TD Ameritrade Holding CORP | -0.4% | — | 変化なし |
| 12 | DISH | Dish Network Corp-a | -3.1% | -10.41% | 減少 |
| 13 | WEX | Wex INC | -8.4% | -63.64% | 減少 |
| 14 | EGHT | 8x8 INC | — | NEW | 新規購入 |
| 15 | EA | Electronic Arts INC | — | NEW | 新規購入 |
| 16 | GNTX | Gentex CORP | — | EXIT | 全売却 |