CIK: 0001772940
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 | WSC | Willscot Holdings CORP | 株式-資本財 | 13.80% | — | -13.24% | |
| 2 | HOME | At Home Group INC | 株式-その他 | 11.20% | — | +31.53% | |
| 3 | VAC | Marriott Vacations World | 株式-一般消費財 | 7.16% | — | -19.55% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.15% | — | -4.87% | |
| 5 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 6.96% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.66% | — | -14.37% | |
| 7 | XPO | Xpo INC | 株式-資本財 | 5.74% | — | — | |
| 8 | ✓ | 株式-その他 | 5.56% | — | -31.68% | ||
| 9 | TDG | Transdigm Group INC | 株式-資本財 | 4.94% | — | — | |
| 10 | GEN | Gen Digital INC | 株式-IT | 4.56% | — | -31.32% | |
| 11 | FCX | Freeport-mcmoran INC | 株式-素材 | 4.51% | — | — | |
| 12 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 4.45% | — | — | |
| 13 | FIS | Fidelity National Info Serv | 株式-IT | 3.98% | — | -25.07% | |
| 14 | NOW | Servicenow INC | 株式-IT | 3.67% | — | — | |
| 15 | CCK | Crown Holdings INC | 株式-一般消費財 | 3.37% | — | — | |
| 16 | VRMUSD | Vroom INC | 株式-その他 | 3.32% | — | — | |
| 17 | PLTK | Playtika Holding CORP | 株式-その他 | 2.97% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HOME | At Home Group INC | +6.4% | +31.53% | 増加 |
| 2 | XPO | Xpo INC | -0.1% | — | 変化なし |
| 3 | WSC | Willscot Holdings CORP | -0.2% | -13.24% | 減少 |
| 4 | VAC | Marriott Vacations World | -0.3% | -19.55% | 減少 |
| 5 | CCK | Crown Holdings INC | -0.3% | — | 変化なし |
| 6 | FLT1EUR | Fleetcor Technologies INC | -0.3% | — | 変化なし |
| 7 | VRMUSD | Vroom INC | -0.4% | — | 変化なし |
| 8 | TDG | Transdigm Group INC | -0.6% | — | 変化なし |
| 9 | NOW | Servicenow INC | -0.6% | — | 変化なし |
| 10 | LBRDK | Liberty Broadband-c | -0.8% | — | 変化なし |
| 11 | META | Meta Platforms Inc-class A | -1% | -14.37% | 減少 |
| 12 | AMZN | Amazon.com INC | -1.2% | -4.87% | 減少 |
| 13 | FIS | Fidelity National Info Serv | -1.7% | -25.07% | 減少 |
| 14 | ✓ | -2% | -31.68% | 減少 | |
| 15 | GEN | Gen Digital INC | -2.3% | -31.32% | 減少 |
| 16 | FCX | Freeport-mcmoran INC | — | NEW | 新規購入 |
| 17 | PLTK | Playtika Holding CORP | — | NEW | 新規購入 |
| 18 | BFT | Foley Trasimene Acquisiti-a | — | EXIT | 全売却 |