CIK: 0001088875
申告総資産額
$978.9億
上位200銘柄を表示中（全208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 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.25% | +0.34% | -14.58% | |
| 2 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 6.65% | — | +4.23% | |
| 3 | ILMN | Illumina INC | 株式-ヘルスケア | 5.10% | — | +12.26% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 4.62% | — | +27.53% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.43% | — | +14.49% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.41% | -0.01% | +3.49% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.75% | +0.05% | — | |
| 8 | STLA | Stellantis N.V. | 株式-一般消費財 | 3.12% | — | +1.28% | |
| 9 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 2.66% | — | +4.17% | |
| 10 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.10% | +0.01% | -2.49% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.89% | — | +3.28% | |
| 12 | MKL | Markel Group INC | 株式-金融 | 1.56% | — | +1.41% | |
| 13 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.49% | -0.23% | +2.21% | |
| 14 | FRCB | First Republic Bank/ca | 株式-金融 | 1.43% | — | +1.93% | |
| 15 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 1.39% | — | -1.67% | |
| 16 | RYAAY | Ryanair Holdings plc | 株式-資本財 | 1.38% | — | +7.16% | |
| 17 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 1.31% | — | +1.79% | |
| 18 | SGENEUR | Seagen INC | 株式-その他 | 1.29% | — | +12.86% | |
| 19 | MTB | M & T Bank CORP | 株式-金融 | 1.24% | — | +2.26% | |
| 20 | TRIP | Tripadvisor INC | 株式-その他 | 1.19% | — | +0.92% | |
| 21 | ✓ | Linkedin CORP | 株式-その他 | 1.19% | — | -2.86% | |
| 22 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.16% | -0.12% | -0.84% | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.15% | -0.23% | EXIT | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.08% | +0.01% | +2.00% | |
| 25 | HOG | Harley-davidson INC | 株式-一般消費財 | 1.06% | — | +1.35% | |
| 26 | MCO | Moody's CORP | 株式-金融 | 1.02% | — | +3.39% | |
| 27 | MLM | Martin Marietta Materials | 株式-素材 | 1.01% | — | +0.52% | |
| 28 | KMX | Carmax INC | 株式-一般消費財 | 0.98% | — | +4.69% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.96% | -0.74% | +604.71% | |
| 30 | WDAY | Workday Inc-class A | 株式-IT | 0.90% | — | +31.11% | |
| 31 | WAT | Waters CORP | 株式-ヘルスケア | 0.90% | — | +2.58% | |
| 32 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.88% | — | +0.94% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | — | +1.05% | |
| 34 | ✓ | Whole Foods Mkt INC | 株式-その他 | 0.86% | — | +4.03% | |
| 35 | SPLKCHF | Splunk INC | 株式-その他 | 0.83% | — | -1.22% | |
| 36 | LCEUR | Happen INC | 株式-その他 | 0.83% | — | +26.16% | |
| 37 | ✓ | 株式-その他 | 0.80% | — | +29.38% | ||
| 38 | MYGN | Myriad Genetics INC | 株式-その他 | 0.78% | — | +3.00% | |
| 39 | EOG | Eog Resources INC | 株式-エネルギー | 0.78% | +0.39% | +2.76% | |
| 40 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.75% | — | +3.08% | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.72% | — | +1.54% | |
| 42 | EMBJ | Embraer Sa-spon Adr | 株式-資本財 | 0.70% | — | +13.59% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.65% | — | +1.22% | |
| 44 | XLNXEUR | Xilinx INC | 株式-その他 | 0.63% | — | +3.02% | |
| 45 | ✓ | Isis Pharmaceuticals INC | 株式-その他 | 0.62% | — | — | |
| 46 | RBAGBP | Ritchie Bros Auctioneers | 株式-その他 | 0.60% | — | +3.13% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.57% | — | — | |
| 48 | TER | Teradyne INC | 株式-IT | 0.56% | — | +4.02% | |
| 49 | ✓ | 株式-その他 | 0.53% | — | +1.79% | ||
| 50 | BAP | Credicorp Ltd. | 株式-金融 | 0.51% | +0.61% | -27.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +1% | +27.53% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +0.7% | +3.49% | 増加 |
| 3 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | +4.17% | 増加 |
| 4 | RYAAY | Ryanair Holdings plc | +0.3% | +7.16% | 増加 |
| 5 | NBIS | Nebius Group NV | +0.2% | +223.71% | 増加 |
| 6 | WDAY | Workday Inc-class A | +0.2% | +31.11% | 増加 |
| 7 | NFLX | Netflix INC | +0.2% | +604.71% | 増加 |
| 8 | LCEUR | Happen INC | +0.2% | +26.16% | 増加 |
| 9 | MYGN | Myriad Genetics INC | +0.2% | +3.00% | 増加 |
| 10 | ATHM | Autohome Inc-adr | +0.1% | +166.90% | 増加 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.28% | 増加 |
| 12 | ISRG | Intuitive Surgical INC | 0% | -2.49% | 減少 |
| 13 | SGENEUR | Seagen INC | 0% | +12.86% | 増加 |
| 14 | ✓ | Linkedin CORP | 0% | -2.86% | 減少 |
| 15 | AMT | TD Ameritrade Holding CORP | -0.1% | +1.79% | 増加 |
| 16 | EOG | Eog Resources INC | -0.1% | +2.76% | 増加 |
| 17 | STLA | Stellantis N.V. | -0.1% | +1.28% | 増加 |
| 18 | ✓ | -0.1% | +1.79% | 増加 | |
| 19 | ELV | Elevance Health INC | -0.1% | +2.21% | 増加 |
| 20 | ✓ | Whole Foods Mkt INC | -0.1% | +4.03% | 増加 |
| 21 | CX | Cemex Sab-spons Adr Part Cer | -0.1% | +0.93% | 増加 |
| 22 | ✓ | Financial Engines INC Com | -0.1% | +5.00% | 増加 |
| 23 | ILMN | Illumina INC | -0.1% | +12.26% | 増加 |
| 24 | DNOW | Dnow INC | -0.1% | +0.52% | 増加 |
| 25 | DHR | Danaher CORP | -0.1% | -67.31% | 減少 |
| 26 | CTRPUSD | Ctrip.com International-adr | -0.1% | -1.67% | 減少 |
| 27 | FLIR | Flir Systems INC | -0.1% | -21.75% | 減少 |
| 28 | TWTRUSD | Twitter INC | -0.1% | +1.14% | 増加 |
| 29 | ✓ | Mindray Medical Intl LTD | -0.1% | -9.29% | 減少 |
| 30 | ITUB | Itau Unibanco H-spon Prf Adr | -0.1% | +8.40% | 増加 |
| 31 | SPLKCHF | Splunk INC | -0.2% | -1.22% | 減少 |
| 32 | UPLEUR | Ultra Petroleum CORP | -0.2% | +1.99% | 増加 |
| 33 | JD | Jd.com Inc-adr | -0.2% | +0.94% | 増加 |
| 34 | CPA | Copa Holdings, S.A. | -0.2% | -0.68% | 減少 |
| 35 | ZG | Zillow Group INC - A | -0.2% | +1.47% | 増加 |
| 36 | DLB | Dolby Laboratories Inc-cl A | -0.3% | -38.09% | 減少 |
| 37 | TRIP | Tripadvisor INC | -0.3% | +0.92% | 増加 |
| 38 | ✓ | -0.3% | +29.38% | 増加 | |
| 39 | BAP | Credicorp Ltd. | -0.3% | -27.09% | 減少 |
| 40 | MELI | Mercadolibre INC | -0.5% | -0.84% | 減少 |
| 41 | BABA | Alibaba Group Holding-sp Adr | -0.5% | +14.49% | 増加 |
| 42 | EBAY | Ebay INC | -0.6% | +1.78% | 増加 |
| 43 | BIDU | Baidu INC - Spon Adr | -1.9% | +4.23% | 増加 |
| 44 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 46 | ✓ | Isis Pharmaceuticals INC | — | NEW | 新規購入 |
| 47 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 49 | Z | Zillow Group INC - C | — | NEW | 新規購入 |
| 50 | GOOG | Alphabet A | — | EXIT | 全売却 |