CIK: 0001842509
申告総資産額
$1.3億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.75% | +0.43% | -0.17% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.63% | +0.28% | -0.19% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.51% | -0.67% | -0.17% | |
| 4 | NOW | Servicenow INC | 株式-IT | 5.45% | -2.87% | EXIT | |
| 5 | KLAC | Kla CORP | 株式-IT | 4.61% | +0.82% | -0.17% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.49% | +1.09% | -0.18% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 4.47% | +0.04% | -0.18% | |
| 8 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 4.10% | — | -0.13% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 3.94% | -0.24% | -0.24% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.81% | +0.36% | -0.15% | |
| 11 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 3.65% | — | -0.13% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.39% | — | -20.92% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.07% | -0.05% | -0.20% | |
| 14 | SNPS | Synopsys INC | 株式-IT | 3.04% | — | — | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 2.92% | — | — | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 2.72% | -0.02% | — | |
| 17 | CDNS | Cadence Design Sys INC | 株式-IT | 2.64% | — | -0.22% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 2.61% | +0.22% | — | |
| 19 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.53% | — | — | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.53% | -0.02% | — | |
| 21 | AZO | Autozone INC | 株式-一般消費財 | 2.53% | — | — | |
| 22 | TDG | Transdigm Group INC | 株式-資本財 | 2.52% | — | -0.17% | |
| 23 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.45% | -2.52% | EXIT | |
| 24 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 2.39% | — | -0.23% | |
| 25 | ON | On Semiconductor | 株式-IT | 2.27% | — | -0.17% | |
| 26 | HUBS | Hubspot INC | 株式-IT | 2.25% | — | — | |
| 27 | FICO | Fair Isaac CORP | 株式-IT | 2.15% | — | -0.21% | |
| 28 | FTNT | Fortinet INC | 株式-IT | 2.12% | — | -0.16% | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 1.90% | — | -0.17% | |
| 30 | ✓ | On Hldg AG | 株式-その他 | 1.73% | — | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.78% | +0.07% | -0.92% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.05% | +0.01% | — |