CIK: 0001961738
申告総資産額
$8.2億
| # | 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 | AVTR | Avantor INC | 株式-ヘルスケア | 10.84% | — | — | |
| 2 | JD | Jd.com Inc-adr | 株式-一般消費財 | 9.49% | — | — | |
| 3 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 8.82% | — | — | |
| 4 | NTNX | Nutanix INC - A | 株式-IT | 7.06% | — | — | |
| 5 | FIS | Fidelity National Info Serv | 株式-IT | 6.60% | — | — | |
| 6 | XPO | Xpo INC | 株式-資本財 | 5.79% | — | — | |
| 7 | TRU | Transunion | 株式-金融 | 5.59% | — | — | |
| 8 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 5.44% | — | — | |
| 9 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 5.02% | — | — | |
| 10 | JBI | Janus International Group In | 株式-その他 | 4.99% | — | — | |
| 11 | BURL | Burlington Stores INC | 株式-一般消費財 | 4.01% | — | — | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.02% | +2.88% | NEW | |
| 13 | RIG | Transocean Ltd. | 株式-エネルギー | 2.59% | +0.15% | NEW | |
| 14 | GIL | Gildan Activewear INC | 株式-一般消費財 | 2.55% | — | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.28% | +9.78% | NEW | |
| 16 | NVST | Envista Holdings CORP | 株式-ヘルスケア | 2.25% | — | — | |
| 17 | FCX | Freeport-mcmoran INC | 株式-素材 | 2.20% | — | — | |
| 18 | CRL | Charles River Laboratories | 株式-ヘルスケア | 2.09% | — | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.77% | -4.24% | — | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.53% | +2.30% | — | |
| 21 | ACVA | Acv Auctions Inc-a | 株式-その他 | 1.49% | -2.09% | — | |
| 22 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.37% | — | — | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.33% | — | — | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | — | — | |
| 25 | ZIM | ZIM Integrated Shipping Services Ltd. | 株式-その他 | 0.65% | — | — |