CIK: 0001353312
申告総資産額
$31.1億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.54% | — | +221.42% | |
| 2 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 6.08% | — | +44.09% | |
| 3 | EAT | Brinker International INC | 株式-一般消費財 | 5.21% | — | +4.53% | |
| 4 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 4.46% | — | +3.62% | |
| 5 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 4.10% | — | -24.08% | |
| 6 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 3.96% | — | -6.78% | |
| 7 | TWTRUSD | Twitter INC | 株式-その他 | 3.91% | — | -34.57% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.72% | -0.27% | -15.41% | |
| 9 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 3.58% | — | -31.41% | |
| 10 | SBAC | Sba Communications CORP | 株式-不動産 | 3.57% | — | +52.37% | |
| 11 | PANW | Palo Alto Networks INC | 株式-IT | 3.48% | +2.48% | +0.65% | |
| 12 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 3.13% | — | -0.88% | |
| 13 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.95% | — | -19.00% | |
| 14 | DASH | Doordash INC - A | 株式-一般消費財 | 2.95% | -0.17% | — | |
| 15 | PFPT | Proofpoint INC | 株式-その他 | 2.78% | — | +1.81% | |
| 16 | PRO | Pros Holdings INC | 株式-その他 | 2.68% | — | -2.22% | |
| 17 | VAC | Marriott Vacations World | 株式-一般消費財 | 2.64% | — | -8.80% | |
| 18 | WH | Wyndham Hotels & Resorts INC | 株式-一般消費財 | 2.63% | — | +16.88% | |
| 19 | JWNUSD | Nordstrom INC | 株式-その他 | 2.58% | — | — | |
| 20 | UBER | Uber Technologies INC | 株式-資本財 | 2.19% | +0.82% | +53.48% | |
| 21 | ZEN1EUR | Zendesk INC | 株式-その他 | 2.18% | — | — | |
| 22 | VRNS | Varonis Systems INC | 株式-IT | 2.15% | -0.47% | +288.82% | |
| 23 | BLMN | Bloomin' Brands INC | 株式-その他 | 2.00% | — | — | |
| 24 | VRRM | Verra Mobility CORP | 株式-その他 | 1.98% | — | -8.99% | |
| 25 | WEX | Wex INC | 株式-IT | 1.87% | — | -23.48% | |
| 26 | FIVE | Five Below | 株式-一般消費財 | 1.66% | — | +34.00% | |
| 27 | MLCO | Melco Resorts & Entert-adr | 株式-その他 | 1.58% | — | -37.16% | |
| 28 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 1.56% | — | -3.05% | |
| 29 | QTWO | Q2 Holdings INC | 株式-IT | 1.38% | -0.75% | -40.89% | |
| 30 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.29% | — | -62.38% | |
| 31 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.14% | -0.02% | -42.06% | |
| 32 | ✓ | Carlotz INC | 株式-その他 | 1.13% | — | — | |
| 33 | ✓ | 株式-その他 | 1.10% | — | -56.61% | ||
| 34 | WING | Wingstop INC | 株式-一般消費財 | 1.04% | -0.62% | +8.66% | |
| 35 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.68% | — | -79.67% | |
| 36 | CAKE | Cheesecake Factory Inc/the | 株式-一般消費財 | 0.60% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +1402.26% | |
| 38 | DIN | Dine Brands Global INC | 株式-その他 | 0.57% | — | — | |
| 39 | EPC | Edgewell Personal Care Co | 株式-その他 | 0.35% | — | -76.13% | |
| 40 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.03% | — | -36.23% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +5.8% | +221.42% | 増加 |
| 2 | EAT | Brinker International INC | +1.4% | +4.53% | 増加 |
| 3 | SBAC | Sba Communications CORP | +1.3% | +52.37% | 増加 |
| 4 | FTCHQ | Farfetch Ltd-class A | +1.2% | +44.09% | 増加 |
| 5 | UBER | Uber Technologies INC | +0.9% | +53.48% | 増加 |
| 6 | WH | Wyndham Hotels & Resorts INC | +0.8% | +16.88% | 増加 |
| 7 | FIVE | Five Below | +0.6% | +34.00% | 増加 |
| 8 | PG | Procter & Gamble Co/the | +0.5% | +1402.26% | 増加 |
| 9 | VRNS | Varonis Systems INC | +0.4% | +288.82% | 増加 |
| 10 | VAC | Marriott Vacations World | +0.4% | -8.80% | 減少 |
| 11 | FWONKUSD | Liberty Media Corp-liberty-c | +0.3% | +3.62% | 増加 |
| 12 | YUMC | Yum China Holdings INC | +0.2% | -0.88% | 減少 |
| 13 | KDP | Keurig Dr Pepper INC | +0.1% | -6.78% | 減少 |
| 14 | WING | Wingstop INC | +0.1% | +8.66% | 増加 |
| 15 | CHWY | Chewy INC - Class A | 0% | -36.23% | 減少 |
| 16 | PFPT | Proofpoint INC | -0.1% | +1.81% | 増加 |
| 17 | VRRM | Verra Mobility CORP | -0.1% | -8.99% | 減少 |
| 18 | SMARGBP | Smartsheet Inc-class A | -0.1% | -3.05% | 減少 |
| 19 | PANW | Palo Alto Networks INC | -0.2% | +0.65% | 増加 |
| 20 | WEX | Wex INC | -0.4% | -23.48% | 減少 |
| 21 | DIS | Walt Disney Co/the | -0.5% | -15.41% | 減少 |
| 22 | PRO | Pros Holdings INC | -0.5% | -2.22% | 減少 |
| 23 | RCL | Royal Caribbean Cruises Ltd. | -0.5% | -42.06% | 減少 |
| 24 | MLCO | Melco Resorts & Entert-adr | -0.7% | -37.16% | 減少 |
| 25 | SKAA | Skechers USA Inc-cl A | -0.8% | -31.41% | 減少 |
| 26 | CHTR | Charter Communications Inc-a | -0.8% | -19.00% | 減少 |
| 27 | EPC | Edgewell Personal Care Co | -0.9% | -76.13% | 減少 |
| 28 | TWTRUSD | Twitter INC | -1% | -34.57% | 減少 |
| 29 | ✓ | -1% | -56.61% | 減少 | |
| 30 | QTWO | Q2 Holdings INC | -1.5% | -40.89% | 減少 |
| 31 | MDLZ | Mondelez International Inc-a | -2% | -62.38% | 減少 |
| 32 | SPOT | Spotify Technology S.A. | -2.1% | -24.08% | 減少 |
| 33 | QSR | Restaurant Brands Intern | -2.4% | -79.67% | 減少 |
| 34 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 35 | DASH | Doordash INC - A | — | NEW | 新規購入 |
| 36 | JWNUSD | Nordstrom INC | — | NEW | 新規購入 |
| 37 | ZEN1EUR | Zendesk INC | — | NEW | 新規購入 |
| 38 | BLMN | Bloomin' Brands INC | — | NEW | 新規購入 |
| 39 | RKT | Rocket Cos Inc-class A | — | EXIT | 全売却 |
| 40 | IGV | Ishares Expanded Tech-softwa | — | EXIT | 全売却 |
| 41 | LESL | Leslie's, Inc. | — | EXIT | 全売却 |
| 42 | ✓ | Carlotz INC | — | NEW | 新規購入 |
| 43 | CAKE | Cheesecake Factory Inc/the | — | NEW | 新規購入 |
| 44 | DIN | Dine Brands Global INC | — | NEW | 新規購入 |
| 45 | UNFI | United Natural Foods INC | — | EXIT | 全売却 |
| 46 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 47 | BILL | Bill Holdings INC | — | EXIT | 全売却 |
| 48 | IPO | Renaissance Ipo ETF | — | EXIT | 全売却 |
| 49 | PLTR | Palantir Technologies Inc-a | — | EXIT | 全売却 |