CIK: 0001720745
申告総資産額
$1632.5万
| # | 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 | 20.19% | — | -4.49% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 14.93% | — | — | |
| 3 | NXPI | NXP Semiconductors N.V. | 株式-IT | 13.80% | — | -52.72% | |
| 4 | NICE | Nice LTD - Spon Adr | 株式-IT | 9.88% | — | — | |
| 5 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 9.80% | — | +28.08% | |
| 6 | GWRE | Guidewire Software INC | 株式-IT | 8.36% | — | — | |
| 7 | FTI | TechnipFMC plc | 株式-エネルギー | 8.13% | — | — | |
| 8 | TAK | Takeda Pharmaceutic-sp Adr | 株式-ヘルスケア | 5.16% | — | — | |
| 9 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 4.99% | — | -68.93% | |
| 10 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 4.77% | — | -82.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IQV | Iqvia Holdings INC | +3.5% | +28.08% | 増加 |
| 2 | MSFT | Microsoft CORP | +1.5% | -4.49% | 減少 |
| 3 | NCLH | Norwegian Cruise Line Holdings Ltd. | -7.7% | -68.93% | 減少 |
| 4 | NXPI | NXP Semiconductors N.V. | -11% | -52.72% | 減少 |
| 5 | ICLR | ICON Public Limited Company | -22.1% | -82.75% | 減少 |
| 6 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 7 | NVT | nVent Electric plc | — | EXIT | 全売却 |
| 8 | NICE | Nice LTD - Spon Adr | — | NEW | 新規購入 |
| 9 | GWRE | Guidewire Software INC | — | NEW | 新規購入 |
| 10 | FTI | TechnipFMC plc | — | NEW | 新規購入 |
| 11 | TAK | Takeda Pharmaceutic-sp Adr | — | NEW | 新規購入 |