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 $374.23 23.37% $297.66 $669.87
V Visa Inc. 14.60 Prodej 3.50% 466,776 $177.65 $82,923,000 $209.10 17.70% $173.81 $233.54
GOOG Alphabet Inc. CL C 13.94 Prodej 11.16% 822,900 $96.15 $79,122,000 $93.98 -2.26% $83.45 $152.10
TDG TransDigm Group Inc. 13.52 Prodej 0.07% 146,291 $524.82 $76,776,000 $614.47 17.08% $486.25 $665.78
MSFT Microsoft Corp. 9.42 Prodej 11.12% 229,654 $232.90 $53,486,000 $247.41 6.23% $212.83 $341.10
AMZN Amazon.com Inc. 9.33 Prodej 11.21% 468,776 $113.00 $52,972,000 $90.32 -20.07% $85.87 $176.97
VRSN Verisign Inc. 5.02 Prodej 17.05% 164,004 $173.70 $28,488,000 $197.63 13.78% $155.25 $257.03
LRCX Lam Research 4.00 Nová pozice 62,060 $366.00 $22,714,000 $455.02 24.32% $299.59 $724.26
GWRE Guidewire Software Inc. 3.01 Prodej 25.61% 277,612 $61.58 $17,095,000 $62.69 1.80% $52.08 $118.66