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 | 18.74% | — | -13.92% | |
| 2 | NICE | Nice LTD - Spon Adr | 株式-IT | 18.12% | — | +72.78% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 14.38% | — | -8.69% | |
| 4 | FTI | TechnipFMC plc | 株式-エネルギー | 14.37% | — | +69.32% | |
| 5 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 8.67% | — | -16.65% | |
| 6 | GWRE | Guidewire Software INC | 株式-IT | 8.29% | — | +0.10% | |
| 7 | ✓ | Hollysys Automation Tchngy L | 株式-その他 | 7.92% | — | — | |
| 8 | AKTSQ | Akoustis Technologies INC | 株式-その他 | 5.63% | — | — | |
| 9 | TAK | Takeda Pharmaceutic-sp Adr | 株式-ヘルスケア | 3.88% | — | -8.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NICE | Nice LTD - Spon Adr | +8.2% | +72.78% | 増加 |
| 2 | FTI | TechnipFMC plc | +6.2% | +69.32% | 増加 |
| 3 | GWRE | Guidewire Software INC | -0.1% | +0.10% | 増加 |
| 4 | V | Visa Inc-class A Shares | -0.6% | -8.69% | 減少 |
| 5 | IQV | Iqvia Holdings INC | -1.1% | -16.65% | 減少 |
| 6 | TAK | Takeda Pharmaceutic-sp Adr | -1.3% | -8.75% | 減少 |
| 7 | MSFT | Microsoft CORP | -1.5% | -13.92% | 減少 |
| 8 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 9 | ✓ | Hollysys Automation Tchngy L | — | NEW | 新規購入 |
| 10 | AKTSQ | Akoustis Technologies INC | — | NEW | 新規購入 |
| 11 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | EXIT | 全売却 |
| 12 | ICLR | ICON Public Limited Company | — | EXIT | 全売却 |