CIK: 0001702973
申告総資産額
$9109.7万
| # | 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 | V | Visa Inc-class A Shares | 株式-金融 | 8.37% | — | — | |
| 2 | ASML | ASML Holding N.V. | 株式-IT | 6.33% | — | — | |
| 3 | AMAT | Applied Materials INC | 株式-IT | 6.21% | — | — | |
| 4 | DXC | Dxc Technology Co | 株式-IT | 5.77% | — | — | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 5.72% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 5.09% | — | — | |
| 7 | RP | Realpage INC | 株式-その他 | 5.07% | — | — | |
| 8 | ADP | Automatic Data Processing | 株式-IT | 4.88% | — | — | |
| 9 | FISV | Fiserv INC | 株式-その他 | 4.87% | — | — | |
| 10 | CDW | Cdw Corp/de | 株式-IT | 4.83% | — | — | |
| 11 | LRCXEUR | Lam Research CORP | 株式-IT | 4.81% | — | — | |
| 12 | ADSK | Autodesk INC | 株式-IT | 4.48% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.43% | — | — | |
| 14 | TSS | Total System Services INC | 株式-その他 | 3.50% | — | — | |
| 15 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 3.48% | — | — | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 3.43% | — | — | |
| 17 | MRVL | Marvell Technology, Inc. | 株式-IT | 3.31% | — | — | |
| 18 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 3.14% | — | — | |
| 19 | ADBE | Adobe INC | 株式-IT | 2.92% | — | — | |
| 20 | MU | Micron Technology INC | 株式-IT | 2.89% | — | — | |
| 21 | VMWEUR | Vmware Inc-class A | 株式-その他 | 2.56% | — | — | |
| 22 | ON | On Semiconductor | 株式-IT | 1.99% | — | — | |
| 23 | QRVO | Qorvo INC | 株式-IT | 1.92% | — | — |