CIK: 0001766596
申告総資産額
$3.8億
| # | 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 | CVNA | Carvana Co | 株式-一般消費財 | 29.81% | +1.24% | -31.86% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 20.95% | +0.82% | -2.43% | |
| 3 | CACC | Credit Acceptance CORP | 株式-その他 | 13.47% | +0.30% | — | |
| 4 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 11.27% | +2.09% | -5.85% | |
| 5 | WIX | Wix.com Ltd. | 株式-IT | 7.62% | -7.62% | EXIT | |
| 6 | HTHT | H World Group Ltd-adr | 株式-その他 | 6.61% | +0.73% | — | |
| 7 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 4.94% | +0.43% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.37% | +0.07% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.29% | +1.17% | — | |
| 10 | CRM | Salesforce INC | 株式-IT | 0.68% | +0.08% | — | |
| 11 | DE | Deere & Co | 株式-資本財 | 0.54% | +0.20% | — | |
| 12 | PAYC | Paycom Software INC | 株式-IT | 0.46% | +0.24% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | +2.3% | — | 変化なし |
| 2 | HTHT | H World Group Ltd-adr | +2.3% | — | 変化なし |
| 3 | META | Meta Platforms Inc-class A | +2.2% | -2.43% | 減少 |
| 4 | YUMC | Yum China Holdings INC | +1.5% | — | 変化なし |
| 5 | IBKR | Interactive Brokers Gro-cl A | +1.2% | -5.85% | 減少 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.9% | — | 変化なし |
| 7 | MSFT | Microsoft CORP | +0.2% | — | 変化なし |
| 8 | CRM | Salesforce INC | +0.2% | — | 変化なし |
| 9 | DE | Deere & Co | +0.1% | — | 変化なし |
| 10 | PAYC | Paycom Software INC | 0% | — | 変化なし |
| 11 | CVNA | Carvana Co | -0.9% | -31.86% | 減少 |
| 12 | WIX | Wix.com Ltd. | -2.6% | — | 変化なし |
| 13 | PDD | Pdd Holdings INC | — | EXIT | 全売却 |