CIK: 0000919468
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 | LBTYA | Liberty Global Ltd. | 株式-その他 | 15.86% | -15.53% | EXIT | |
| 2 | EQIX | Equinix INC | 株式-不動産 | 9.98% | -7.48% | EXIT | |
| 3 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 9.88% | -14.43% | EXIT | |
| 4 | SCHW | Schwab (charles) CORP | 株式-金融 | 8.69% | -8.16% | EXIT | |
| 5 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 8.10% | — | -7.45% | |
| 6 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 7.84% | — | -11.00% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 7.02% | -14.99% | EXIT | |
| 8 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 6.30% | -10.14% | EXIT | |
| 9 | TDG | Transdigm Group INC | 株式-資本財 | 5.66% | -15.78% | EXIT | |
| 10 | MTN | Vail Resorts INC | 株式-一般消費財 | 4.40% | -9.62% | EXIT | |
| 11 | LPI1EUR | Laredo Petroleum INC | 株式-その他 | 3.80% | — | — | |
| 12 | Z | Zillow Group INC - C | 株式-通信サービス | 3.74% | -0.86% | EXIT | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.94% | -1.48% | EXIT | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.30% | — | — | |
| 15 | OPTU | Optimum Communications Inc-a | 株式-通信サービス | 1.38% | — | -14.20% | |
| 16 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.85% | — | -92.52% | |
| 17 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.67% | -0.92% | EXIT | |
| 18 | ZG | Zillow Group INC - A | 株式-通信サービス | 0.59% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix INC | +4.4% | +95.10% | 増加 |
| 2 | Z | Zillow Group INC - C | +0.9% | — | 変化なし |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +8.18% | 増加 |
| 4 | ZG | Zillow Group INC - A | +0.1% | — | 変化なし |
| 5 | LBTYA | Liberty Global Ltd. | -0.1% | — | 変化なし |
| 6 | LPLA | Lpl Financial Holdings INC | -0.2% | -7.45% | 減少 |
| 7 | OPTU | Optimum Communications Inc-a | -0.5% | -14.20% | 減少 |
| 8 | FWONKUSD | Liberty Media Corp-liberty-c | -0.7% | — | 変化なし |
| 9 | CHTR | Charter Communications Inc-a | -0.9% | — | 変化なし |
| 10 | LPI1EUR | Laredo Petroleum INC | -0.9% | — | 変化なし |
| 11 | ZAYOEUR | Zayo Group Holdings INC | -1.7% | -11.00% | 減少 |
| 12 | SCHW | Schwab (charles) CORP | -2.3% | -21.34% | 減少 |
| 13 | LBTYA | Liberty Global Ltd. | -3.3% | -7.46% | 減少 |
| 14 | PXDEUR | Pioneer Natural Resources Co | -10.6% | -92.52% | 減少 |
| 15 | TDG | Transdigm Group INC | — | NEW | 新規購入 |
| 16 | MTN | Vail Resorts INC | — | NEW | 新規購入 |
| 17 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 18 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |