CIK: 0001595961
申告総資産額
$1751.6万
| # | 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 | CLVT | Clarivate Plc | 株式-その他 | 12.15% | +10.55% | NEW | |
| 2 | AVTR | Avantor INC | 株式-ヘルスケア | 10.55% | -1.58% | — | |
| 3 | GPN | Global Payments INC | 株式-資本財 | 6.32% | -0.29% | +80.00% | |
| 4 | CRM | Salesforce INC | 株式-IT | 6.28% | -0.85% | +214.13% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 5.64% | -0.82% | -12.50% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 5.64% | -0.07% | +50.00% | |
| 7 | TWLO | Twilio INC - A | 株式-IT | 5.38% | -1.70% | +12.50% | |
| 8 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 4.97% | -0.71% | +50.00% | |
| 9 | KEYS | Keysight Technologies In | 株式-IT | 4.92% | -1.27% | +178.61% | |
| 10 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 4.83% | -0.63% | +40.58% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 3.48% | +0.11% | — | |
| 12 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 3.30% | -2.00% | EXIT | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.09% | +0.11% | — | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 3.06% | -0.06% | — | |
| 15 | ALC | Alcon Inc. | 株式-ヘルスケア | 3.00% | -0.30% | — | |
| 16 | VG1EUR | Vonage Holdings CORP | 株式-その他 | 2.93% | — | -7.81% | |
| 17 | NOW | Servicenow INC | 株式-IT | 2.77% | -1.65% | — | |
| 18 | EWH | Ishares Msci Hong Kong ETF | ETF-その他 | 2.61% | — | — | |
| 19 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 2.57% | -0.26% | — | |
| 20 | TG7 | Triumph Group INC | 株式-その他 | 2.51% | -1.63% | — | |
| 21 | WORK | Slack Technologies Inc- Cl A | 株式-その他 | 2.47% | — | — | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.51% | -0.05% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +4% | +214.13% | 増加 |
| 2 | GPN | Global Payments INC | +3.1% | +80.00% | 増加 |
| 3 | KEYS | Keysight Technologies In | +3.1% | +178.61% | 増加 |
| 4 | DHR | Danaher CORP | +1.9% | +50.00% | 増加 |
| 5 | IBN | Icici Bank Ltd-spon Adr | +1.7% | +50.00% | 増加 |
| 6 | IQV | Iqvia Holdings INC | +1.5% | +40.58% | 増加 |
| 7 | TWLO | Twilio INC - A | +0.4% | +12.50% | 増加 |
| 8 | MA | Mastercard INC - A | +0.1% | — | 変化なし |
| 9 | VG1EUR | Vonage Holdings CORP | -0.2% | -7.81% | 減少 |
| 10 | NFLX | Netflix INC | -1.2% | -12.50% | 減少 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 12 | CLVT | Clarivate Plc | — | NEW | 新規購入 |
| 13 | ✓ | Churchill Cap CORP | — | EXIT | 全売却 |
| 14 | AVTR | Avantor INC | — | NEW | 新規購入 |
| 15 | CDK | Cdk Global INC | — | EXIT | 全売却 |
| 16 | SRCLEUR | Stericycle INC | — | EXIT | 全売却 |
| 17 | SMPL | Simply Good Foods Co/the | — | EXIT | 全売却 |
| 18 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新規購入 |
| 19 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 20 | HON | Honeywell International INC | — | NEW | 新規購入 |
| 21 | ALC | Alcon Inc. | — | NEW | 新規購入 |
| 22 | DAY | Dayforce INC | — | EXIT | 全売却 |
| 23 | IT | Gartner INC | — | EXIT | 全売却 |
| 24 | SPGI | S&p Global INC | — | EXIT | 全売却 |
| 25 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 26 | VIAV | Viavi Solutions INC | — | EXIT | 全売却 |
| 27 | EWH | Ishares Msci Hong Kong ETF | — | NEW | 新規購入 |
| 28 | HDB | Hdfc Bank Ltd-adr | — | NEW | 新規購入 |
| 29 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 30 | TG7 | Triumph Group INC | — | NEW | 新規購入 |
| 31 | MTCHEUR | Match Group INC | — | EXIT | 全売却 |
| 32 | WORK | Slack Technologies Inc- Cl A | — | NEW | 新規購入 |
| 33 | DOCU | Docusign INC | — | EXIT | 全売却 |
| 34 | WIX | Wix.com Ltd. | — | EXIT | 全売却 |
| 35 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 36 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |