CIK: 0001742654
申告総資産額
$1.3億
| # | 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 | NYT | New York Times Co-a | 株式-通信サービス | 14.00% | — | +17.66% | |
| 2 | FTDR | Frontdoor INC | 株式-一般消費財 | 13.72% | — | -7.81% | |
| 3 | PTC | Ptc INC | 株式-IT | 13.01% | — | -22.51% | |
| 4 | TRN | Trinity Industries INC | 株式-その他 | 12.90% | — | +3.96% | |
| 5 | BCBUSD | Primo Water CORP | 株式-その他 | 10.69% | — | +6.90% | |
| 6 | KEX | Kirby CORP | 株式-資本財 | 9.72% | — | -20.32% | |
| 7 | CARG | Cargurus INC | 株式-一般消費財 | 7.05% | — | -27.47% | |
| 8 | TLND | Talend SA - Adr | 株式-その他 | 6.50% | — | +31.67% | |
| 9 | PANW | Palo Alto Networks INC | 株式-IT | 4.74% | — | -36.19% | |
| 10 | APPN | Appian Corp-a | 株式-その他 | 4.39% | — | -81.40% | |
| 11 | FSLY | Fastly INC - Class A | 株式-IT | 3.29% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NYT | New York Times Co-a | +2.8% | +17.66% | 増加 |
| 2 | TRN | Trinity Industries INC | +2.5% | +3.96% | 増加 |
| 3 | TLND | Talend SA - Adr | +0.8% | +31.67% | 増加 |
| 4 | FTDR | Frontdoor INC | +0.6% | -7.81% | 減少 |
| 5 | BCBUSD | Primo Water CORP | +0.4% | +6.90% | 増加 |
| 6 | KEX | Kirby CORP | 0% | -20.32% | 減少 |
| 7 | PTC | Ptc INC | -0.2% | -22.51% | 減少 |
| 8 | CARG | Cargurus INC | -0.5% | -27.47% | 減少 |
| 9 | PANW | Palo Alto Networks INC | -1.1% | -36.19% | 減少 |
| 10 | APPN | Appian Corp-a | -6.4% | -81.40% | 減少 |
| 11 | FSLY | Fastly INC - Class A | — | NEW | 新規購入 |
| 12 | BCO | Brink's Co/the | — | EXIT | 全売却 |
| 13 | JOUT | Johnson Outdoors Inc-a | — | EXIT | 全売却 |