CIK: 0001684898
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 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 9.25% | -9.25% | EXIT | |
| 2 | TDG | Transdigm Group INC | 株式-資本財 | 8.09% | -8.09% | EXIT | |
| 3 | DLTR | Dollar Tree INC | 株式-生活必需品 | 7.29% | -7.29% | EXIT | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.22% | -7.22% | EXIT | |
| 5 | XPO | Xpo INC | 株式-資本財 | 6.61% | -6.61% | EXIT | |
| 6 | ATKR | Atkore INC | 株式-その他 | 5.98% | -5.98% | EXIT | |
| 7 | EXPE | Expedia Group INC | 株式-一般消費財 | 5.26% | -5.26% | EXIT | |
| 8 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 4.77% | -4.77% | EXIT | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.55% | -4.55% | EXIT | |
| 10 | HOME | At Home Group INC | 株式-その他 | 4.55% | -4.55% | EXIT | |
| 11 | IT | Gartner INC | 株式-IT | 4.45% | -4.45% | EXIT | |
| 12 | BKIEUR | Black Knight INC | 株式-その他 | 4.35% | -4.35% | EXIT | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.34% | -4.34% | EXIT | |
| 14 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 4.22% | -4.22% | EXIT | |
| 15 | BKNG | Booking Holdings INC | 株式-一般消費財 | 4.09% | -4.09% | EXIT | |
| 16 | SLM | Slm CORP | 株式-金融 | 3.85% | -3.85% | EXIT | |
| 17 | EPAM | Epam Systems INC | 株式-IT | 3.79% | -3.79% | EXIT | |
| 18 | KNX | Knight-swift Transportation | 株式-資本財 | 3.46% | -3.46% | EXIT | |
| 19 | UNIT | Uniti Group Inc. | 株式-その他 | 2.83% | -2.83% | EXIT | |
| 20 | EEXEUR | Emerald Expositions Events I | 株式-その他 | 1.02% | -1.02% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KNX | Knight-swift Transportation | +0.8% | +55.28% | 増加 |
| 2 | UNIT | Uniti Group Inc. | +0.6% | — | 変化なし |
| 3 | IT | Gartner INC | +0.5% | — | 変化なし |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +4.72% | 増加 |
| 5 | EXPE | Expedia Group INC | +0.5% | — | 変化なし |
| 6 | ATKR | Atkore INC | +0.5% | +2.68% | 増加 |
| 7 | EPAM | Epam Systems INC | +0.3% | — | 変化なし |
| 8 | QSR | Restaurant Brands Intern | +0.3% | — | 変化なし |
| 9 | SLM | Slm CORP | +0.1% | — | 変化なし |
| 10 | FLT1EUR | Fleetcor Technologies INC | 0% | -4.19% | 減少 |
| 11 | DLTR | Dollar Tree INC | 0% | +11.30% | 増加 |
| 12 | BKNG | Booking Holdings INC | -0.1% | — | 変化なし |
| 13 | BKIEUR | Black Knight INC | -0.4% | -19.65% | 減少 |
| 14 | TDG | Transdigm Group INC | -1% | -21.00% | 減少 |
| 15 | XPO | Xpo INC | -1% | -11.80% | 減少 |
| 16 | AMZN | Amazon.com INC | -2.4% | -44.28% | 減少 |
| 17 | EEXEUR | Emerald Expositions Events I | -3.6% | -79.19% | 減少 |
| 18 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 19 | STMP | Stamps.com INC | — | EXIT | 全売却 |
| 20 | HOME | At Home Group INC | — | NEW | 新規購入 |
| 21 | ADI | Analog Devices INC | — | EXIT | 全売却 |
| 22 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 23 | JACK | Jack In THE Box INC | — | EXIT | 全売却 |