CIK: 0001663900
申告総資産額
$5.9億
| # | 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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 9.88% | — | +3.24% | |
| 2 | ✓ | Travelport Worldwide LTD | 株式-その他 | 9.26% | — | +23.94% | |
| 3 | IHS | Ihs Markit LTD | 株式-その他 | 8.41% | — | -31.61% | |
| 4 | TSS | Total System Services INC | 株式-その他 | 8.34% | — | +11.21% | |
| 5 | ARMK | Aramark | 株式-資本財 | 7.65% | +4.37% | — | |
| 6 | FIS | Fidelity National Info Serv | 株式-IT | 7.38% | +4.35% | NEW | |
| 7 | ICE | Intercontinental Exchange In | 株式-金融 | 7.24% | — | +20.44% | |
| 8 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 6.03% | — | — | |
| 9 | DG | Dollar General CORP | 株式-生活必需品 | 4.87% | — | -18.53% | |
| 10 | SERVUSD | Servicemaster Global Holding | 株式-その他 | 4.83% | — | +13.47% | |
| 11 | EPAM | Epam Systems INC | 株式-IT | 4.22% | — | +60.40% | |
| 12 | EBAY | Ebay INC | 株式-一般消費財 | 4.21% | — | -51.25% | |
| 13 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.06% | — | -4.28% | |
| 14 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 4.01% | — | +104.86% | |
| 15 | AZO | Autozone INC | 株式-一般消費財 | 3.35% | — | -8.84% | |
| 16 | CF | Cf Industries Holdings INC | 株式-素材 | 2.13% | — | — | |
| 17 | ✓ | Commercehub INC | 株式-その他 | 2.08% | — | +18.31% | |
| 18 | TRIP | Tripadvisor INC | 株式-その他 | 2.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EPAM | Epam Systems INC | +1.6% | +60.40% | 増加 |
| 2 | AAP | Advance Auto Parts INC | +1.4% | +104.86% | 増加 |
| 3 | ICE | Intercontinental Exchange In | +0.7% | +20.44% | 増加 |
| 4 | TSS | Total System Services INC | +0.4% | +11.21% | 増加 |
| 5 | SERVUSD | Servicemaster Global Holding | +0.4% | +13.47% | 増加 |
| 6 | ✓ | Commercehub INC | +0.1% | +18.31% | 増加 |
| 7 | LOW | Lowe's Cos INC | -0.2% | -4.28% | 減少 |
| 8 | FIS | Fidelity National Info Serv | -0.4% | +3.73% | 増加 |
| 9 | GOOGL | Alphabet Inc-cl A | -0.4% | +3.24% | 増加 |
| 10 | ✓ | Travelport Worldwide LTD | -1% | +23.94% | 増加 |
| 11 | AZO | Autozone INC | -1.3% | -8.84% | 減少 |
| 12 | DG | Dollar General CORP | -2.4% | -18.53% | 減少 |
| 13 | IHS | Ihs Markit LTD | -3.5% | -31.61% | 減少 |
| 14 | EBAY | Ebay INC | -4.6% | -51.25% | 減少 |
| 15 | ARMK | Aramark | — | NEW | 新規購入 |
| 16 | WTW | Willis Towers Watson Public Limited Company | — | NEW | 新規購入 |
| 17 | SHW | Sherwin-williams Co/the | — | EXIT | 全売却 |
| 18 | MTCHEUR | Match Group INC | — | EXIT | 全売却 |
| 19 | ✓ | Verifone Sys INC | — | EXIT | 全売却 |
| 20 | CF | Cf Industries Holdings INC | — | NEW | 新規購入 |
| 21 | TRIP | Tripadvisor INC | — | NEW | 新規購入 |