CIK: 0001905111
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 | ST | Sensata Technologies Holding plc | 株式-IT | 10.78% | -3.11% | EXIT | |
| 2 | BKNG | Booking Holdings INC | 株式-一般消費財 | 10.27% | -9.58% | EXIT | |
| 3 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 9.85% | -6.86% | EXIT | |
| 4 | USFD | US Foods Holding CORP | 株式-生活必需品 | 9.53% | — | +10.56% | |
| 5 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 9.50% | — | -7.36% | |
| 6 | FISV | Fiserv INC | 株式-その他 | 9.37% | -12.08% | EXIT | |
| 7 | GDDY | Godaddy INC - Class A | 株式-IT | 8.96% | -10.68% | EXIT | |
| 8 | EIX | Edison International | 株式-公益事業 | 8.86% | — | +55.01% | |
| 9 | FIS | Fidelity National Info Serv | 株式-IT | 7.89% | -9.99% | EXIT | |
| 10 | PWR | Quanta Services INC | 株式-資本財 | 7.60% | -4.53% | EXIT | |
| 11 | SYY | Sysco CORP | 株式-生活必需品 | 7.37% | — | — |