CIK: 0001828064
申告総資産額
$1.8億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 14.00% | +2.65% | +2.70% | |
| 2 | ADBE | Adobe INC | 株式-IT | 12.76% | -0.79% | -20.12% | |
| 3 | VRSN | Verisign INC | 株式-IT | 9.86% | +5.68% | +1142.34% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 9.67% | -2.74% | +56.98% | |
| 5 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 7.11% | -2.82% | -19.83% | |
| 6 | PAYC | Paycom Software INC | 株式-IT | 6.83% | -1.14% | +42.47% | |
| 7 | NVR | Nvr INC | 株式-一般消費財 | 6.43% | +3.02% | +21.18% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 5.07% | -5.07% | EXIT | |
| 9 | CL | Colgate-palmolive Co | 株式-生活必需品 | 4.12% | +0.43% | +575.59% | |
| 10 | BF-B | Brown-forman Corp-class B | 株式-その他 | 3.93% | +4.27% | +62.39% | |
| 11 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 3.86% | +2.75% | +195.44% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.39% | -2.39% | EXIT | |
| 13 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.30% | -2.30% | EXIT | |
| 14 | SE | Sea Ltd-adr | 株式-通信サービス | 2.23% | +0.14% | +20.25% | |
| 15 | OTIS | Otis Worldwide CORP | 株式-資本財 | 1.98% | -1.98% | EXIT | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.41% | -1.41% | EXIT | |
| 17 | PACB | Pacific Biosciences Of Calif | 株式-その他 | 1.18% | -1.18% | EXIT | |
| 18 | PDD | Pdd Holdings INC | 株式-一般消費財 | 1.17% | +0.36% | -47.17% | |
| 19 | FUTU | Futu Holdings Ltd-adr | 株式-金融 | 0.91% | — | +85.19% | |
| 20 | YMM | Full Truck Alliance -spn Adr | 株式-その他 | 0.73% | -0.73% | EXIT | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | -0.67% | EXIT | |
| 22 | FAST | Fastenal Co | 株式-資本財 | 0.53% | -0.53% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | +0.58% | -94.04% | |
| 24 | FDS | Factset Research Systems INC | 株式-金融 | 0.27% | -0.27% | EXIT | |
| 25 | MMYT | MakeMyTrip Limited | 株式-その他 | 0.10% | -0.10% | EXIT | |
| 26 | DOLE | Dole plc | 株式-その他 | 0.10% | +0.05% | — | |
| 27 | USD | Proshares Ultra Semiconduct | ETF-その他 | 0.01% | -0.01% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VRSN | Verisign INC | +9% | +1142.34% | 増加 |
| 2 | V | Visa Inc-class A Shares | +3.7% | +56.98% | 増加 |
| 3 | CL | Colgate-palmolive Co | +3.5% | +575.59% | 増加 |
| 4 | DPZ | Domino's Pizza INC | +2.5% | +195.44% | 増加 |
| 5 | BF-B | Brown-forman Corp-class B | +1.5% | +62.39% | 増加 |
| 6 | NVR | Nvr INC | +0.7% | +21.18% | 増加 |
| 7 | PAYC | Paycom Software INC | +0.7% | +42.47% | 増加 |
| 8 | FUTU | Futu Holdings Ltd-adr | +0.4% | +85.19% | 増加 |
| 9 | DOLE | Dole plc | 0% | — | 変化なし |
| 10 | MMYT | MakeMyTrip Limited | 0% | +21.51% | 増加 |
| 11 | FDS | Factset Research Systems INC | 0% | — | 変化なし |
| 12 | PACB | Pacific Biosciences Of Calif | 0% | — | 変化なし |
| 13 | USD | Proshares Ultra Semiconduct | — | -23.65% | 減少 |
| 14 | SE | Sea Ltd-adr | -0.3% | +20.25% | 増加 |
| 15 | MSFT | Microsoft CORP | -0.4% | +2.70% | 増加 |
| 16 | EW | Edwards Lifesciences CORP | -0.9% | -19.83% | 減少 |
| 17 | PDD | Pdd Holdings INC | -1.4% | -47.17% | 減少 |
| 18 | YMM | Full Truck Alliance -spn Adr | -1.4% | -59.34% | 減少 |
| 19 | ADBE | Adobe INC | -3.2% | -20.12% | 減少 |
| 20 | PYPL | Paypal Holdings INC | -5.2% | -43.71% | 減少 |
| 21 | META | Meta Platforms Inc-class A | -7.1% | -94.04% | 減少 |
| 22 | PCTY | Paylocity Holding CORP | — | EXIT | 全売却 |
| 23 | ABNB | Airbnb Inc-class A | — | EXIT | 全売却 |
| 24 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 25 | CHD | Church & Dwight Co INC | — | NEW | 新規購入 |
| 26 | OTIS | Otis Worldwide CORP | — | NEW | 新規購入 |
| 27 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 28 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 29 | FNV | Franco-nevada CORP | — | EXIT | 全売却 |
| 30 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 31 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 32 | FAST | Fastenal Co | — | NEW | 新規購入 |
| 33 | GDS | Gds Holdings LTD - Adr | — | EXIT | 全売却 |