Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
CHTR Charter Communications 20.40 Nákup 21.16% 381,748 $303.35 $115,803,000 $396.29 30.64% $297.66 $621.00
V Visa Inc. 14.60 Prodej 3.50% 466,776 $177.65 $82,923,000 $224.31 26.27% $173.81 $233.54
GOOG Alphabet Inc. CL C 13.94 Prodej 11.16% 822,900 $96.15 $79,122,000 $99.26 3.23% $83.45 $152.10
TDG TransDigm Group Inc. 13.52 Prodej 0.07% 146,291 $524.82 $76,776,000 $672.65 28.17% $486.25 $691.00
MSFT Microsoft Corp. 9.42 Prodej 11.12% 229,654 $232.90 $53,486,000 $240.19 3.13% $212.83 $313.66
AMZN Amazon.com Inc. 9.33 Prodej 11.21% 468,776 $113.00 $52,972,000 $97.21 -13.97% $81.43 $170.83
VRSN Verisign Inc. 5.02 Prodej 17.05% 164,004 $173.70 $28,488,000 $214.87 23.70% $155.25 $228.80
LRCX Lam Research 4.00 Nová pozice 62,060 $366.00 $22,714,000 $472.36 29.06% $298.48 $627.78
GWRE Guidewire Software Inc. 3.01 Prodej 25.61% 277,612 $61.58 $17,095,000 $69.98 13.64% $52.08 $103.11