CIK: 0001843587
申告総資産額
$2.6億
| # | 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 | FTNT | Fortinet INC | 株式-IT | 7.31% | +1.31% | -14.13% | |
| 2 | PTC | Ptc INC | 株式-IT | 6.91% | -0.92% | +17.14% | |
| 3 | ICE | Intercontinental Exchange In | 株式-金融 | 6.86% | +0.26% | -3.23% | |
| 4 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 5.93% | -0.42% | +14.54% | |
| 5 | ADSK | Autodesk INC | 株式-IT | 2.86% | -2.06% | EXIT | |
| 6 | RMD | Resmed INC | 株式-ヘルスケア | 2.86% | +0.51% | -30.35% | |
| 7 | NYT | New York Times Co-a | 株式-通信サービス | 2.63% | +0.66% | +25.40% | |
| 8 | KNSL | Kinsale Capital Group INC | 株式-金融 | 2.49% | -0.02% | +16.12% | |
| 9 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 2.43% | +0.34% | +24.10% | |
| 10 | FERG | Ferguson Enterprises INC | 株式-資本財 | 2.38% | +0.55% | +49.83% | |
| 11 | CSGP | Costar Group INC | 株式-不動産 | 2.36% | -2.04% | EXIT | |
| 12 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 1.99% | -0.64% | — | |
| 13 | WSC | Willscot Holdings CORP | 株式-資本財 | 1.97% | — | -0.10% | |
| 14 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 1.97% | +0.21% | +63.85% | |
| 15 | EXLS | Exlservice Holdings INC | 株式-IT | 1.92% | -0.70% | — | |
| 16 | AXP | American Express Co | 株式-金融 | 1.84% | +0.08% | +39.67% | |
| 17 | RLI | Rli CORP | 株式-金融 | 1.79% | — | +48.45% | |
| 18 | AKX | Ansys INC | 株式-その他 | 1.78% | — | +65.21% | |
| 19 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 1.78% | -0.66% | -38.87% | |
| 20 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.76% | +0.80% | -20.88% | |
| 21 | MSCI | Msci INC | 株式-金融 | 1.73% | — | +35.31% | |
| 22 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 1.73% | -0.29% | +49.05% | |
| 23 | DLB | Dolby Laboratories Inc-cl A | 株式-資本財 | 1.69% | -0.35% | +66.66% | |
| 24 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.64% | +0.21% | +96.09% | |
| 25 | WSO | Watsco INC | 株式-資本財 | 1.62% | — | +53.52% | |
| 26 | WCN | Waste Connections INC | 株式-資本財 | 1.61% | -0.59% | +60.42% | |
| 27 | IT | Gartner INC | 株式-IT | 1.61% | -0.55% | EXIT | |
| 28 | MKTX | Marketaxess Holdings INC | 株式-金融 | 1.48% | — | +27.97% | |
| 29 | PAYC | Paycom Software INC | 株式-IT | 1.44% | — | -1.87% | |
| 30 | COO | Cooper Cos Inc/the | 株式-ヘルスケア | 1.40% | — | +29.45% | |
| 31 | CSL | Carlisle Cos INC | 株式-資本財 | 1.38% | +0.27% | +42.67% | |
| 32 | KLAC | Kla CORP | 株式-IT | 1.37% | -1.30% | EXIT | |
| 33 | RYAN | Ryan Specialty Holdings INC | 株式-金融 | 1.32% | -0.55% | -38.60% | |
| 34 | RVTY | Revvity INC | 株式-ヘルスケア | 1.32% | — | -38.04% | |
| 35 | BLD | Topbuild CORP | 株式-資本財 | 1.29% | — | +54.99% | |
| 36 | RBC | RBC Bearings INC | 株式-資本財 | 1.25% | — | — | |
| 37 | FWONK | Liberty Media Corp-formula-c | 株式-通信サービス | 1.15% | +0.48% | -13.06% | |
| 38 | ENTG | Entegris INC | 株式-IT | 1.03% | — | -29.83% | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.01% | +0.01% | -16.10% | |
| 40 | INTU | Intuit INC | 株式-IT | 1.00% | — | +1.90% | |
| 41 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.91% | — | -1.04% | |
| 42 | TYL | Tyler Technologies INC | 株式-IT | 0.88% | -0.66% | EXIT | |
| 43 | TER | Teradyne INC | 株式-IT | 0.86% | — | -1.82% | |
| 44 | LNTH | Lantheus Holdings INC | 株式-ヘルスケア | 0.85% | — | -26.07% | |
| 45 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 0.82% | -0.11% | — | |
| 46 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.79% | -0.16% | -16.27% | |
| 47 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.62% | — | -29.23% | |
| 48 | LYV | Live Nation Entertainment In | 株式-通信サービス | 0.55% | +0.11% | -61.13% | |
| 49 | POOL | Pool CORP | 株式-資本財 | 0.47% | — | -58.87% | |
| 50 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.46% | — | -57.05% |