CIK: 0001838211
申告総資産額
$4.2億
| # | 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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 11.16% | -0.45% | -0.85% | |
| 2 | UBER | Uber Technologies INC | 株式-資本財 | 10.66% | -0.65% | -9.19% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.50% | -0.40% | +0.43% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 8.19% | +1.03% | -0.77% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 7.77% | +3.22% | -1.47% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.67% | -3.44% | -5.08% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.32% | -0.48% | -4.69% | |
| 8 | BWIN | Baldwin Insurance Group Inc/ | 株式-その他 | 6.22% | -0.11% | -35.28% | |
| 9 | NVR | Nvr INC | 株式-一般消費財 | 6.00% | -0.23% | +5.19% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.50% | +0.02% | -3.65% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.48% | -0.48% | -0.60% | |
| 12 | CZR | Caesars Entertainment INC | 株式-一般消費財 | 3.37% | -0.67% | +41.03% | |
| 13 | COF | Capital One Financial CORP | 株式-金融 | 2.06% | -0.30% | -0.65% | |
| 14 | LBRDA | Liberty Broadband-a | 株式-その他 | 2.04% | — | -2.85% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.00% | — | — | |
| 16 | WCC | Wesco International INC | 株式-資本財 | 1.92% | — | +76.18% | |
| 17 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 1.10% | — | +69.53% | |
| 18 | PNC | Pnc Financial Services Group | 株式-金融 | 1.02% | — | -4.69% | |
| 19 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.87% | — | -37.07% | |
| 20 | CSX | Csx CORP | 株式-資本財 | 0.60% | — | -0.86% | |
| 21 | APO | Apollo Global Management INC | 株式-金融 | 0.58% | — | -1.76% | |
| 22 | TMUS | T-mobile US INC | 株式-通信サービス | 0.54% | -0.01% | -25.59% | |
| 23 | HTZ | Hertz Global Hldgs INC | 株式-その他 | 0.50% | — | -7.82% | |
| 24 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 0.47% | -0.62% | — | |
| 25 | HTZWW | Hertz Global Hldgs INC -cw51 | 株式-その他 | 0.38% | — | — | |
| 26 | NVROEUR | Nevro CORP | 株式-その他 | 0.25% | — | +40.00% | |
| 27 | TSVT* | 2seventy Bio INC | 株式-その他 | 0.25% | — | — | |
| 28 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.21% | — | — | |
| 29 | 37M | Mrc Global INC | 株式-その他 | 0.18% | — | — | |
| 30 | HSY | Hershey Co/the | 株式-生活必需品 | 0.12% | — | — | |
| 31 | SAVEEUR | Spirit Airlines INC | 株式-その他 | 0.05% | — | — |