CIK: 0001088875
申告総資産額
$978.9億
上位200銘柄を表示中（全204銘柄）
| # | 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 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 10.68% | — | +6.84% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.44% | +0.34% | +10.98% | |
| 3 | ILMN | Illumina INC | 株式-ヘルスケア | 4.92% | — | -6.76% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.88% | -0.01% | +2.29% | |
| 5 | ✓ | Google INC Class C | 株式-その他 | 2.85% | — | — | |
| 6 | GOOG | Alphabet A | 株式-通信サービス | 2.79% | — | +0.16% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.76% | — | +33.61% | |
| 8 | EBAY | Ebay INC | 株式-一般消費財 | 2.62% | — | -8.26% | |
| 9 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.25% | +0.01% | +1.32% | |
| 10 | CRM | Salesforce INC | 株式-IT | 2.15% | -0.23% | EXIT | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.01% | — | +27.83% | |
| 12 | TRIP | Tripadvisor INC | 株式-その他 | 1.98% | — | +4.94% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.73% | — | +347.33% | |
| 14 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 1.63% | — | +2.88% | |
| 15 | ✓ | Whole Foods Mkt INC | 株式-その他 | 1.63% | — | +1.63% | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.58% | — | +2.99% | |
| 17 | HOG | Harley-davidson INC | 株式-一般消費財 | 1.48% | — | +7.72% | |
| 18 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.36% | -0.12% | +23.17% | |
| 19 | EOG | Eog Resources INC | 株式-エネルギー | 1.34% | +0.39% | +104.01% | |
| 20 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 1.33% | — | +0.30% | |
| 21 | FRCB | First Republic Bank/ca | 株式-金融 | 1.30% | — | +6.25% | |
| 22 | ✓ | Linkedin CORP | 株式-その他 | 1.29% | — | +38.56% | |
| 23 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 1.25% | — | +4.42% | |
| 24 | MKL | Markel Group INC | 株式-金融 | 1.24% | — | +7.42% | |
| 25 | ✓ | 株式-その他 | 1.21% | — | +72.15% | ||
| 26 | MTB | M & T Bank CORP | 株式-金融 | 1.20% | — | +7.07% | |
| 27 | BAP | Credicorp Ltd. | 株式-金融 | 1.17% | +0.61% | -9.98% | |
| 28 | MCO | Moody's CORP | 株式-金融 | 1.16% | — | +1.46% | |
| 29 | ITUB | Itau Unibanco H-spon Prf Adr | 株式-金融 | 1.12% | — | +13.98% | |
| 30 | SGENEUR | Seagen INC | 株式-その他 | 1.08% | — | +1.68% | |
| 31 | SSYS | Stratasys Ltd. | 株式-その他 | 0.94% | — | +70.06% | |
| 32 | UPLEUR | Ultra Petroleum CORP | 株式-その他 | 0.92% | — | +8.49% | |
| 33 | RYAAY | Ryanair Holdings plc | 株式-資本財 | 0.91% | — | +1.04% | |
| 34 | EMBJ | Embraer Sa-spon Adr | 株式-資本財 | 0.90% | — | +10.86% | |
| 35 | AXP | American Express Co | 株式-金融 | 0.83% | — | +20.36% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.80% | — | +151.08% | |
| 37 | KMX | Carmax INC | 株式-一般消費財 | 0.75% | — | +1.03% | |
| 38 | MYGN | Myriad Genetics INC | 株式-その他 | 0.74% | — | +1.37% | |
| 39 | WDAY | Workday Inc-class A | 株式-IT | 0.72% | — | +821.23% | |
| 40 | SPLKCHF | Splunk INC | 株式-その他 | 0.70% | — | +14.11% | |
| 41 | FLIR | Flir Systems INC | 株式-その他 | 0.70% | — | +2.57% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | -0.64% | |
| 43 | DLB | Dolby Laboratories Inc-cl A | 株式-資本財 | 0.67% | — | +1.11% | |
| 44 | MLM | Martin Marietta Materials | 株式-素材 | 0.65% | — | +9.68% | |
| 45 | XLNXEUR | Xilinx INC | 株式-その他 | 0.65% | — | -3.70% | |
| 46 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.63% | — | +0.87% | |
| 47 | WAT | Waters CORP | 株式-ヘルスケア | 0.63% | — | -0.93% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.63% | +0.01% | -0.59% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | -28.64% | |
| 50 | ✓ | Mindray Medical Intl LTD | 株式-その他 | 0.61% | — | -0.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIDU | Baidu INC - Spon Adr | +1.8% | +6.84% | 増加 |
| 2 | TSLA | Tesla INC | +0.8% | +33.61% | 増加 |
| 3 | WDAY | Workday Inc-class A | +0.6% | +821.23% | 増加 |
| 4 | ✓ | +0.5% | +72.15% | 増加 | |
| 5 | CL | Colgate-palmolive Co | +0.5% | +151.08% | 増加 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +27.83% | 増加 |
| 7 | SSYS | Stratasys Ltd. | +0.4% | +70.06% | 増加 |
| 8 | HHC* | Howard Hughes Corp/the | +0.3% | +647.70% | 増加 |
| 9 | CTRPUSD | Ctrip.com International-adr | +0.3% | +2.88% | 増加 |
| 10 | TRIP | Tripadvisor INC | +0.3% | +4.94% | 増加 |
| 11 | ✓ | Linkedin CORP | +0.2% | +38.56% | 増加 |
| 12 | MELI | Mercadolibre INC | +0.2% | +23.17% | 増加 |
| 13 | ILMN | Illumina INC | +0.1% | -6.76% | 減少 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +2.29% | 増加 |
| 15 | EOG | Eog Resources INC | +0.1% | +104.01% | 増加 |
| 16 | AXP | American Express Co | +0.1% | +20.36% | 増加 |
| 17 | NBIS | Nebius Group NV | +0.1% | +272.62% | 増加 |
| 18 | MKL | Markel Group INC | +0.1% | +7.42% | 増加 |
| 19 | ORCL | Oracle CORP | +0.1% | +433.88% | 増加 |
| 20 | UPLEUR | Ultra Petroleum CORP | +0.1% | +8.49% | 増加 |
| 21 | ✓ | +0.1% | +89.75% | 増加 | |
| 22 | JNJ | Johnson & Johnson | +0.1% | +16.76% | 増加 |
| 23 | UPS | United Parcel Service-cl B | +0.1% | +30.69% | 増加 |
| 24 | HOG | Harley-davidson INC | +0.1% | +7.72% | 増加 |
| 25 | EMBJ | Embraer Sa-spon Adr | 0% | +10.86% | 増加 |
| 26 | MYGN | Myriad Genetics INC | 0% | +1.37% | 増加 |
| 27 | MCO | Moody's CORP | 0% | +1.46% | 増加 |
| 28 | KMX | Carmax INC | 0% | +1.03% | 増加 |
| 29 | ITUB | Itau Unibanco H-spon Prf Adr | 0% | +13.98% | 増加 |
| 30 | MTB | M & T Bank CORP | 0% | +7.07% | 増加 |
| 31 | FRCB | First Republic Bank/ca | 0% | +6.25% | 増加 |
| 32 | AMZN | Amazon.com INC | -0.1% | +10.98% | 増加 |
| 33 | PGR | Progressive CORP | -0.2% | -44.28% | 減少 |
| 34 | SPLKCHF | Splunk INC | -0.2% | +14.11% | 増加 |
| 35 | PFE | Pfizer INC | -0.2% | -39.26% | 減少 |
| 36 | XLNXEUR | Xilinx INC | -0.2% | -3.70% | 減少 |
| 37 | DIS | Walt Disney Co/the | -0.3% | -28.64% | 減少 |
| 38 | EDU | New Oriental Education & Technology Group Inc. | -0.3% | +0.30% | 増加 |
| 39 | SGENEUR | Seagen INC | -0.3% | +1.68% | 増加 |
| 40 | ISRG | Intuitive Surgical INC | -0.3% | +1.32% | 増加 |
| 41 | ✓ | Altera CORP | -0.3% | -93.69% | 減少 |
| 42 | PEP | Pepsico INC | -0.7% | -81.47% | 減少 |
| 43 | ✓ | Whole Foods Mkt INC | -0.7% | +1.63% | 増加 |
| 44 | AAPL | Apple INC | -0.7% | +347.33% | 増加 |
| 45 | EBAY | Ebay INC | -0.8% | -8.26% | 減少 |
| 46 | GOOG | Alphabet A | -3% | +0.16% | 増加 |
| 47 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 48 | RXT | Rackspace Technology, Inc. | — | EXIT | 全売却 |
| 49 | DNOW | Dnow INC | — | NEW | 新規購入 |
| 50 | JD | Jd.com Inc-adr | — | NEW | 新規購入 |