CIK: 0001454502
申告総資産額
$9.6億
| # | 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 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 24.85% | +0.11% | — | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 13.35% | -1.00% | — | |
| 3 | MCO | Moody's CORP | 株式-金融 | 11.74% | — | -20.12% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 11.53% | — | — | |
| 5 | TDG | Transdigm Group INC | 株式-資本財 | 9.01% | -1.54% | +12.36% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 7.35% | -4.17% | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.83% | +0.31% | +21.14% | |
| 8 | GWRE | Guidewire Software INC | 株式-IT | 4.84% | — | — | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.19% | — | +25.79% | |
| 10 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 3.44% | — | -25.31% | |
| 11 | VRSN | Verisign INC | 株式-IT | 2.87% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 2 | MCO | Moody's CORP | — | EXIT | 全売却 |
| 3 | GOOG | Alphabet Inc-cl C | — | EXIT | 全売却 |
| 4 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 5 | TDG | Transdigm Group INC | — | EXIT | 全売却 |
| 6 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 7 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 8 | GWRE | Guidewire Software INC | — | EXIT | 全売却 |
| 9 | LBRDK | Liberty Broadband-c | — | EXIT | 全売却 |
| 10 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 11 | VRSN | Verisign INC | — | EXIT | 全売却 |