Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
TDG TransDigm Group Inc. 24.58 55,698 $524.81 $29,231,000 $672.65 28.17% $486.25 $691.00
IBKR Interactive Brokers Group Inc. 19.41 361,247 $63.91 $23,087,000 $78.90 23.45% $52.03 $83.40
GOOG Alphabet Inc. CL C 15.63 193,300 $96.15 $18,586,000 $99.26 3.23% $83.45 $152.10
GWRE Guidewire Software Inc. 10.32 199,435 $61.58 $12,281,000 $69.98 13.64% $52.08 $103.11
CHTR Charter Communications 9.66 Nákup 4.99% 37,874 $303.35 $11,489,000 $396.29 30.64% $297.66 $621.00
SGU Star Gas Partners LP 8.92 1,305,167 $8.13 $10,611,000 $12.92 58.92% $7.86 $12.95
LGIH LGI Homes Inc. 5.13 75,000 $81.37 $6,103,000 $107.26 31.82% $71.73 $134.05
AYX Alteryx Inc. 4.59 97,847 $55.84 $5,464,000 $52.68 -5.66% $39.55 $76.35
HNRG Hallador Energy 1.76 Prodej 29.30% 372,664 $5.62 $2,094,000 $9.23 64.23% $2.20 $11.57

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