CIK: 0001534380
申告総資産額
—
| # | 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 | 11.31% | — | +0.12% | |
| 2 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 11.25% | -13.55% | EXIT | |
| 3 | SCHW | Schwab (charles) CORP | 株式-金融 | 9.55% | -9.57% | EXIT | |
| 4 | ALSN | Allison Transmission Holding | 株式-一般消費財 | 9.50% | -12.92% | EXIT | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.55% | -3.97% | EXIT | |
| 6 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 7.72% | — | +12.42% | |
| 7 | AAPL | Apple INC | 株式-IT | 6.71% | -9.68% | EXIT | |
| 8 | ST | Sensata Technologies Holding plc | 株式-IT | 6.59% | — | +7.40% | |
| 9 | SBAC | Sba Communications CORP | 株式-不動産 | 6.13% | — | +5.16% | |
| 10 | CABO | Cable One INC | 株式-通信サービス | 5.94% | -11.51% | EXIT | |
| 11 | AME | Ametek INC | 株式-資本財 | 5.89% | — | -0.86% | |
| 12 | TYL | Tyler Technologies INC | 株式-IT | 5.46% | -6.05% | EXIT | |
| 13 | HXL | Hexcel CORP | 株式-資本財 | 5.40% | — | -0.18% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ALSN | Allison Transmission Holding | +2.8% | +46.03% | 増加 |
| 2 | ST | Sensata Technologies Holding plc | +1% | +7.40% | 増加 |
| 3 | SBAC | Sba Communications CORP | +0.5% | +5.16% | 増加 |
| 4 | CABO | Cable One INC | +0.4% | +8.01% | 増加 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -1.35% | 減少 |
| 6 | AME | Ametek INC | +0.3% | -0.86% | 減少 |
| 7 | HXL | Hexcel CORP | +0.3% | -0.18% | 減少 |
| 8 | BAM | Brookfield Asset Management Ltd. | +0.2% | -0.04% | 減少 |
| 9 | AAPL | Apple INC | +0.2% | -0.40% | 減少 |
| 10 | LBTYA | Liberty Global Ltd. | +0.2% | +0.12% | 増加 |
| 11 | AXTA | Axalta Coating Systems Ltd. | -0.1% | +12.42% | 増加 |
| 12 | SCHW | Schwab (charles) CORP | -0.2% | -0.33% | 減少 |
| 13 | TYL | Tyler Technologies INC | -0.2% | -0.32% | 減少 |
| 14 | ✓ | Wabco Holdings | — | EXIT | 全売却 |