CIK: 0001905111
申告総資産額
—
| # | 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 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 14.24% | -6.86% | EXIT | |
| 2 | BKNG | Booking Holdings INC | 株式-一般消費財 | 11.61% | -9.58% | EXIT | |
| 3 | ST | Sensata Technologies Holding plc | 株式-IT | 11.57% | -3.11% | EXIT | |
| 4 | GDDY | Godaddy INC - Class A | 株式-IT | 11.24% | -10.68% | EXIT | |
| 5 | CNC | Centene CORP | 株式-ヘルスケア | 8.99% | — | -0.97% | |
| 6 | IART | Integra Lifesciences Holding | 株式-その他 | 8.72% | — | — | |
| 7 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 8.61% | — | +94.14% | |
| 8 | EIX | Edison International | 株式-公益事業 | 7.89% | — | +8.29% | |
| 9 | PWR | Quanta Services INC | 株式-資本財 | 6.25% | -4.53% | EXIT | |
| 10 | USFD | US Foods Holding CORP | 株式-生活必需品 | 5.55% | — | +8.25% | |
| 11 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 5.33% | — | -13.19% |