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 | FTDR | Frontdoor INC | 株式-一般消費財 | 14.01% | — | +1.21% | |
| 2 | PTC | Ptc INC | 株式-IT | 13.75% | — | -12.35% | |
| 3 | KEX | Kirby CORP | 株式-資本財 | 13.49% | — | -5.50% | |
| 4 | TRN | Trinity Industries INC | 株式-その他 | 11.45% | — | -1.84% | |
| 5 | NYT | New York Times Co-a | 株式-通信サービス | 10.73% | — | +8.93% | |
| 6 | BCBUSD | Primo Water CORP | 株式-その他 | 9.52% | — | +74.88% | |
| 7 | CARG | Cargurus INC | 株式-一般消費財 | 9.13% | — | — | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 5.52% | — | -19.23% | |
| 9 | APPN | Appian Corp-a | 株式-その他 | 5.03% | — | -18.15% | |
| 10 | TLND | Talend SA - Adr | 株式-その他 | 4.95% | — | +18.52% | |
| 11 | BCO | Brink's Co/the | 株式-資本財 | 1.48% | — | — | |
| 12 | JOUT | Johnson Outdoors Inc-a | 株式-その他 | 0.94% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BCBUSD | Primo Water CORP | +4.6% | +74.88% | 増加 |
| 2 | TLND | Talend SA - Adr | +1.2% | +18.52% | 増加 |
| 3 | NYT | New York Times Co-a | +0.8% | +8.93% | 増加 |
| 4 | TRN | Trinity Industries INC | -0.7% | -1.84% | 減少 |
| 5 | FTDR | Frontdoor INC | -1% | +1.21% | 増加 |
| 6 | PANW | Palo Alto Networks INC | -1.2% | -19.23% | 減少 |
| 7 | APPN | Appian Corp-a | -1.7% | -18.15% | 減少 |
| 8 | KEX | Kirby CORP | -2.5% | -5.50% | 減少 |
| 9 | PTC | Ptc INC | -3.3% | -12.35% | 減少 |
| 10 | CARG | Cargurus INC | — | NEW | 新規購入 |
| 11 | TRUP | Trupanion INC | — | EXIT | 全売却 |
| 12 | BCO | Brink's Co/the | — | NEW | 新規購入 |
| 13 | WK | Workiva INC | — | EXIT | 全売却 |
| 14 | JOUT | Johnson Outdoors Inc-a | — | NEW | 新規購入 |