CIK: 0001766393
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 | EEFT | Euronet Worldwide INC | 株式-IT | 2.02% | — | -1.75% | |
| 2 | PAYC | Paycom Software INC | 株式-IT | 1.95% | — | -0.38% | |
| 3 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.89% | — | -12.94% | |
| 4 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.88% | — | +163.68% | |
| 5 | CDNS | Cadence Design Sys INC | 株式-IT | 1.85% | — | -7.98% | |
| 6 | NOW | Servicenow INC | 株式-IT | 1.85% | — | +1.63% | |
| 7 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.80% | — | +42.97% | |
| 8 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.79% | — | +0.44% | |
| 9 | BAX | Baxter International INC | 株式-ヘルスケア | 1.77% | — | +1.67% | |
| 10 | CTAS | Cintas CORP | 株式-資本財 | 1.75% | — | — | |
| 11 | AKX | Ansys INC | 株式-その他 | 1.75% | — | +63.34% | |
| 12 | AWR | American States Water Co | 株式-公益事業 | 1.70% | — | +6.21% | |
| 13 | CMI | Cummins INC | 株式-資本財 | 1.69% | — | — | |
| 14 | CHE | Chemed CORP | 株式-ヘルスケア | 1.69% | — | +70.30% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.66% | — | +2.68% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.61% | — | +8.94% | |
| 17 | CPRT | Copart INC | 株式-資本財 | 1.55% | — | — | |
| 18 | VMWEUR | Vmware Inc-class A | 株式-その他 | 1.55% | — | -1.15% | |
| 19 | MGRC | Mcgrath Rentcorp | 株式-その他 | 1.53% | — | +9.87% | |
| 20 | WK | Workiva INC | 株式-IT | 1.51% | — | -5.08% | |
| 21 | ENSG | Ensign Group Inc/the | 株式-ヘルスケア | 1.47% | — | — | |
| 22 | GLOB | Globant S.A. | 株式-IT | 1.46% | — | — | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.44% | — | +1.61% | |
| 24 | SNPS | Synopsys INC | 株式-IT | 1.40% | — | +6.20% | |
| 25 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 1.39% | — | — | |
| 26 | G | Genpact Limited | 株式-IT | 1.36% | — | +27.97% | |
| 27 | ROP | Roper Technologies INC | 株式-IT | 1.32% | — | — | |
| 28 | GIB | Cgi INC | 株式-IT | 1.31% | — | +7.85% | |
| 29 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.29% | — | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 1.28% | — | — | |
| 31 | CSGP | Costar Group INC | 株式-不動産 | 1.18% | — | — | |
| 32 | PAYX | Paychex INC | 株式-IT | 1.16% | — | -0.93% | |
| 33 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.16% | — | +0.48% | |
| 34 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 1.15% | — | — | |
| 35 | EXPO | Exponent INC | 株式-資本財 | 1.13% | — | +0.09% | |
| 36 | IEX | Idex CORP | 株式-資本財 | 1.10% | — | — | |
| 37 | AWI | Armstrong World Industries | 株式-資本財 | 1.10% | — | — | |
| 38 | MTRN | Materion CORP | 株式-その他 | 1.09% | — | — | |
| 39 | COLM | Columbia Sportswear Co | 株式-その他 | 1.06% | — | +47.34% | |
| 40 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 1.06% | — | — | |
| 41 | EBAY | Ebay INC | 株式-一般消費財 | 1.05% | — | — | |
| 42 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.05% | — | — | |
| 43 | FAST | Fastenal Co | 株式-資本財 | 1.04% | — | +100.41% | |
| 44 | LHCGUSD | Lhc Group INC | 株式-その他 | 1.02% | — | — | |
| 45 | DOV | Dover CORP | 株式-資本財 | 1.01% | — | — | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.01% | — | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | -2.98% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.94% | — | -23.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | +1.1% | +163.68% | 増加 |
| 2 | CHE | Chemed CORP | +0.7% | +70.30% | 増加 |
| 3 | AKX | Ansys INC | +0.7% | +63.34% | 増加 |
| 4 | WDAY | Workday Inc-class A | -1.1% | -56.79% | 減少 |
| 5 | CTAS | Cintas CORP | — | NEW | 新規購入 |
| 6 | CMI | Cummins INC | — | NEW | 新規購入 |
| 7 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 8 | AVGO | Broadcom INC | — | EXIT | 全売却 |
| 9 | ANETEUR | Arista Networks INC | — | EXIT | 全売却 |
| 10 | CPRT | Copart INC | — | NEW | 新規購入 |
| 11 | HUBS | Hubspot INC | — | EXIT | 全売却 |
| 12 | NEWREUR | New Relic INC | — | EXIT | 全売却 |
| 13 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 14 | ✓ | Integrated Device Technology INC | — | EXIT | 全売却 |
| 15 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 16 | TNDM | Tandem Diabetes Care INC | — | EXIT | 全売却 |
| 17 | ENSG | Ensign Group Inc/the | — | NEW | 新規購入 |
| 18 | GLOB | Globant S.A. | — | NEW | 新規購入 |
| 19 | SPSC | Sps Commerce INC | — | EXIT | 全売却 |
| 20 | EDU | New Oriental Education & Technology Group Inc. | — | NEW | 新規購入 |
| 21 | ROP | Roper Technologies INC | — | NEW | 新規購入 |
| 22 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 23 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 24 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 25 | INTU | Intuit INC | — | EXIT | 全売却 |
| 26 | GRMN | Garmin Ltd. | — | EXIT | 全売却 |
| 27 | CSGP | Costar Group INC | — | NEW | 新規購入 |
| 28 | FLT1EUR | Fleetcor Technologies INC | — | NEW | 新規購入 |
| 29 | PLNT | Planet Fitness INC - Cl A | — | EXIT | 全売却 |
| 30 | IEX | Idex CORP | — | NEW | 新規購入 |
| 31 | AWI | Armstrong World Industries | — | NEW | 新規購入 |
| 32 | MTRN | Materion CORP | — | NEW | 新規購入 |
| 33 | BFAM | Bright Horizons Family Solut | — | NEW | 新規購入 |
| 34 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 35 | IDXX | Idexx Laboratories INC | — | NEW | 新規購入 |
| 36 | CVLT | Commvault Systems INC | — | EXIT | 全売却 |
| 37 | LHCGUSD | Lhc Group INC | — | NEW | 新規購入 |
| 38 | DOV | Dover CORP | — | NEW | 新規購入 |
| 39 | UBNTEUR | Ubiquiti Networks INC | — | EXIT | 全売却 |
| 40 | SBUX | Starbucks CORP | — | NEW | 新規購入 |
| 41 | HDSUSD | Hd Supply Holdings INC | — | EXIT | 全売却 |
| 42 | PFPT | Proofpoint INC | — | EXIT | 全売却 |
| 43 | CHGG | Chegg INC | — | EXIT | 全売却 |
| 44 | RACE | Ferrari N.V. | — | NEW | 新規購入 |
| 45 | CTRA | Coterra Energy INC | — | EXIT | 全売却 |
| 46 | JNJ | Johnson & Johnson | — | EXIT | 全売却 |
| 47 | FN | Fabrinet | — | EXIT | 全売却 |
| 48 | FSS | Federal Signal CORP | — | NEW | 新規購入 |
| 49 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 50 | COP | Conocophillips | — | EXIT | 全売却 |