CIK: 0001744238
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 | CRM | Salesforce INC | 株式-IT | 28.55% | — | +97.95% | |
| 2 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 16.21% | — | +693.35% | |
| 3 | TRU | Transunion | 株式-金融 | 12.20% | — | +332.92% | |
| 4 | IHS | Ihs Markit LTD | 株式-その他 | 10.30% | — | -58.13% | |
| 5 | STNE | StoneCo Ltd. | 株式-その他 | 8.54% | — | — | |
| 6 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 8.25% | — | -11.23% | |
| 7 | FUN | Six Flags Entertainment Corporation | 株式-その他 | 7.65% | — | — | |
| 8 | WDAY | Workday Inc-class A | 株式-IT | 5.70% | — | -13.77% | |
| 9 | D0A | Dada Nexus Ltd-adr | 株式-その他 | 2.59% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FTCHQ | Farfetch Ltd-class A | +13.8% | +693.35% | 増加 |
| 2 | CRM | Salesforce INC | +13.7% | +97.95% | 増加 |
| 3 | TRU | Transunion | +9.2% | +332.92% | 増加 |
| 4 | VRT | Vertiv Holdings Co-a | -0.2% | -11.23% | 減少 |
| 5 | WDAY | Workday Inc-class A | -0.5% | -13.77% | 減少 |
| 6 | IHS | Ihs Markit LTD | -12.1% | -58.13% | 減少 |
| 7 | STNE | StoneCo Ltd. | — | NEW | 新規購入 |
| 8 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 9 | FUN | Six Flags Entertainment Corporation | — | NEW | 新規購入 |
| 10 | FISV | Fiserv INC | — | EXIT | 全売却 |
| 11 | FIS | Fidelity National Info Serv | — | EXIT | 全売却 |
| 12 | MCO | Moody's CORP | — | EXIT | 全売却 |
| 13 | CLVT | Clarivate Plc | — | EXIT | 全売却 |
| 14 | PTC | Ptc INC | — | EXIT | 全売却 |
| 15 | CSGP | Costar Group INC | — | EXIT | 全売却 |
| 16 | D0A | Dada Nexus Ltd-adr | — | NEW | 新規購入 |
| 17 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 18 | VRRM | Verra Mobility CORP | — | EXIT | 全売却 |
| 19 | BURL | Burlington Stores INC | — | EXIT | 全売却 |
| 20 | VRMUSD | Vroom INC | — | EXIT | 全売却 |