CIK: 0001811034
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 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 5.29% | — | +48.54% | |
| 2 | EQIX | Equinix INC | 株式-不動産 | 5.25% | — | +18.54% | |
| 3 | AMT | American Tower CORP | 株式-不動産 | 4.74% | — | +18.44% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.72% | — | +6.78% | |
| 5 | MDT | Medtronic plc | 株式-ヘルスケア | 4.33% | — | +38.18% | |
| 6 | INTC | Intel CORP | 株式-IT | 4.29% | — | +12.43% | |
| 7 | DG | Dollar General CORP | 株式-生活必需品 | 4.21% | — | +19.82% | |
| 8 | NOW | Servicenow INC | 株式-IT | 4.20% | — | +3.51% | |
| 9 | BR | Broadridge Financial Solutio | 株式-IT | 4.13% | — | +26.95% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 3.98% | — | +15.56% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.85% | — | +3.16% | |
| 12 | MCO | Moody's CORP | 株式-金融 | 3.73% | — | +3.04% | |
| 13 | ALC | Alcon Inc. | 株式-ヘルスケア | 3.69% | — | +15.26% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.59% | — | +10.24% | |
| 15 | ADBE | Adobe INC | 株式-IT | 3.39% | — | — | |
| 16 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.36% | — | +13.50% | |
| 17 | AXP | American Express Co | 株式-金融 | 3.27% | — | +19.52% | |
| 18 | CME | Cme Group INC | 株式-金融 | 3.25% | — | +17.03% | |
| 19 | PAYC | Paycom Software INC | 株式-IT | 3.24% | — | +1.89% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 2.78% | — | +61.55% | |
| 21 | XYZ | Block INC | 株式-金融 | 2.77% | — | +3.62% | |
| 22 | ZS | Zscaler INC | 株式-IT | 2.53% | — | +1.20% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.32% | — | +6.61% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.29% | — | -15.63% | |
| 25 | NVR | Nvr INC | 株式-一般消費財 | 2.15% | — | +42.40% | |
| 26 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.97% | — | +11.05% | |
| 27 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.97% | — | — | |
| 28 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.42% | — | -17.62% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.24% | — | — | |
| 30 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.03% | — | — | |
| 31 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 1.03% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEEV | Veeva Systems Inc-class A | +2.2% | +48.54% | 増加 |
| 2 | EQIX | Equinix INC | +1.2% | +18.54% | 増加 |
| 3 | MA | Mastercard INC - A | +0.7% | +61.55% | 増加 |
| 4 | DG | Dollar General CORP | +0.7% | +19.82% | 増加 |
| 5 | ZS | Zscaler INC | +0.7% | +1.20% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.7% | +6.78% | 増加 |
| 7 | AMT | American Tower CORP | +0.7% | +18.44% | 増加 |
| 8 | MDT | Medtronic plc | +0.5% | +38.18% | 増加 |
| 9 | NOW | Servicenow INC | +0.3% | +3.51% | 増加 |
| 10 | ALC | Alcon Inc. | +0.2% | +15.26% | 増加 |
| 11 | INTC | Intel CORP | +0.2% | +12.43% | 増加 |
| 12 | CME | Cme Group INC | +0.1% | +17.03% | 増加 |
| 13 | VRSK | Verisk Analytics INC | +0.1% | +11.05% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +15.56% | 増加 |
| 15 | BR | Broadridge Financial Solutio | 0% | +26.95% | 増加 |
| 16 | ADBE | Adobe INC | 0% | — | 変化なし |
| 17 | NVR | Nvr INC | 0% | +42.40% | 増加 |
| 18 | PINS | Pinterest Inc- Class A | 0% | -17.62% | 減少 |
| 19 | ZTS | Zoetis INC | -0.1% | +6.61% | 増加 |
| 20 | MCO | Moody's CORP | -0.2% | +3.04% | 増加 |
| 21 | META | Meta Platforms Inc-class A | -0.3% | +10.24% | 増加 |
| 22 | TTD | Trade Desk Inc/the -class A | -0.3% | — | 変化なし |
| 23 | AAPL | Apple INC | -0.3% | +3.16% | 増加 |
| 24 | XYZ | Block INC | -0.3% | +3.62% | 増加 |
| 25 | SBUX | Starbucks CORP | -0.4% | — | 変化なし |
| 26 | AXP | American Express Co | -0.6% | +19.52% | 増加 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | -0.7% | — | 変化なし |
| 28 | SCHW | Schwab (charles) CORP | -0.7% | +13.50% | 増加 |
| 29 | PAYC | Paycom Software INC | -0.8% | +1.89% | 増加 |
| 30 | IJR | Ishares Core S&p Small-cap E | -1.6% | -15.63% | 減少 |
| 31 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 32 | AYXEUR | Alteryx INC - Class A | — | NEW | 新規購入 |
| 33 | PTON | Peloton Interactive Inc-a | — | EXIT | 全売却 |