CIK: 0001697848
申告総資産額
$6.4億
| # | 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 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 26.70% | — | +63.58% | |
| 2 | SPG | Simon Property Group INC | 株式-不動産 | 9.23% | — | — | |
| 3 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.68% | — | — | |
| 4 | REAL | Realreal Inc/the | 株式-その他 | 5.66% | -1.66% | +173.81% | |
| 5 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 5.29% | — | -27.94% | |
| 6 | CROX | Crocs INC | 株式-一般消費財 | 5.25% | — | -28.85% | |
| 7 | INVH | Invitation Homes INC | 株式-不動産 | 4.67% | — | +120.00% | |
| 8 | PRPL | Purple Innovation INC | 株式-その他 | 3.74% | — | +15.63% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.66% | +1.83% | -68.75% | |
| 10 | RYAAY | Ryanair Holdings Plc-sp Adr | 株式-資本財 | 2.55% | — | -14.53% | |
| 11 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 2.53% | — | — | |
| 12 | ✓ | Conyers Pk Ii Acquisition Co | 株式-その他 | 2.50% | — | -10.00% | |
| 13 | SE | Sea Ltd-adr | 株式-通信サービス | 2.48% | — | -45.45% | |
| 14 | OOMA | Ooma INC | 株式-その他 | 2.34% | — | +2.21% | |
| 15 | CVNA | Carvana Co | 株式-一般消費財 | 2.08% | — | -43.75% | |
| 16 | UAL | United Airlines Holdings INC | 株式-資本財 | 1.81% | — | — | |
| 17 | NDLSUSD | Noodles & Co | 株式-その他 | 1.78% | — | +9.29% | |
| 18 | DLB | Dolby Laboratories Inc-cl A | 株式-資本財 | 1.78% | — | -30.00% | |
| 19 | CARG | Cargurus INC | 株式-一般消費財 | 1.56% | — | -35.48% | |
| 20 | EQIX | Equinix INC | 株式-不動産 | 1.46% | — | -46.00% | |
| 21 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 1.43% | — | — | |
| 22 | BPYPN | Brookfield Property Partners L.P. | 株式-その他 | 1.18% | — | — | |
| 23 | ALGT | Allegiant Travel Co | 株式-その他 | 1.05% | — | — | |
| 24 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.98% | — | -39.13% | |
| 25 | FNKO | Funko Inc-class A | 株式-その他 | 0.96% | — | +19.44% | |
| 26 | TWTRUSD | Twitter INC | 株式-その他 | 0.57% | — | -86.11% | |
| 27 | LBEUR | L Brands INC | 株式-その他 | 0.03% | — | — | |
| 28 | ✓ | Casper Sleep INC | 株式-その他 | 0.02% | — | — | |
| 29 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PTON | Peloton Interactive Inc-a | +12.9% | +63.58% | 増加 |
| 2 | REAL | Realreal Inc/the | +3.6% | +173.81% | 増加 |
| 3 | PRPL | Purple Innovation INC | +1.9% | +15.63% | 増加 |
| 4 | INVH | Invitation Homes INC | +1.6% | +120.00% | 増加 |
| 5 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | — | — | 変化なし |
| 6 | LBEUR | L Brands INC | 0% | — | 変化なし |
| 7 | FNKO | Funko Inc-class A | -0.1% | +19.44% | 増加 |
| 8 | NDLSUSD | Noodles & Co | -0.6% | +9.29% | 増加 |
| 9 | OOMA | Ooma INC | -0.7% | +2.21% | 増加 |
| 10 | SE | Sea Ltd-adr | -1% | -45.45% | 減少 |
| 11 | CROX | Crocs INC | -1% | -28.85% | 減少 |
| 12 | CVNA | Carvana Co | -1.1% | -43.75% | 減少 |
| 13 | MTN | Vail Resorts INC | -1.4% | -39.13% | 減少 |
| 14 | CARG | Cargurus INC | -1.8% | -35.48% | 減少 |
| 15 | RYAAY | Ryanair Holdings Plc-sp Adr | -1.9% | -14.53% | 減少 |
| 16 | ✓ | Conyers Pk Ii Acquisition Co | -2% | -10.00% | 減少 |
| 17 | DLB | Dolby Laboratories Inc-cl A | -2.1% | -30.00% | 減少 |
| 18 | EQIX | Equinix INC | -3% | -46.00% | 減少 |
| 19 | DECK | Deckers Outdoor CORP | -4% | -27.94% | 減少 |
| 20 | TWTRUSD | Twitter INC | -5.7% | -86.11% | 減少 |
| 21 | AMZN | Amazon.com INC | -8.4% | -68.75% | 減少 |
| 22 | SPG | Simon Property Group INC | — | NEW | 新規購入 |
| 23 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 24 | BAM | Brookfield Asset Management Ltd. | — | NEW | 新規購入 |
| 25 | GDDY | Godaddy INC - Class A | — | EXIT | 全売却 |
| 26 | UAL | United Airlines Holdings INC | — | NEW | 新規購入 |
| 27 | HLT | Hilton Worldwide Holdings In | — | NEW | 新規購入 |
| 28 | BPYPN | Brookfield Property Partners L.P. | — | NEW | 新規購入 |
| 29 | ALGT | Allegiant Travel Co | — | NEW | 新規購入 |
| 30 | NKE | Nike INC -cl B | — | EXIT | 全売却 |
| 31 | COTY | Coty Inc-cl A | — | EXIT | 全売却 |
| 32 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 33 | TPR | Tapestry INC | — | EXIT | 全売却 |
| 34 | VRA | Vera Bradley INC | — | EXIT | 全売却 |
| 35 | ✓ | Casper Sleep INC | — | NEW | 新規購入 |