CIK: 0001634083
申告総資産額
$3.2億
| # | 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 | BKNG | Booking Holdings INC | 株式-一般消費財 | 9.93% | -2.55% | +5.53% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.42% | -2.07% | -10.54% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.89% | — | -13.76% | |
| 4 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 6.97% | — | +6.13% | |
| 5 | IPGP | Ipg Photonics CORP | 株式-IT | 6.58% | — | — | |
| 6 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 5.35% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.97% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 4.91% | — | — | |
| 9 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 4.72% | — | +74.93% | |
| 10 | EBAY | Ebay INC | 株式-一般消費財 | 4.59% | — | +5.38% | |
| 11 | ICE | Intercontinental Exchange In | 株式-金融 | 4.34% | — | — | |
| 12 | MCO | Moody's CORP | 株式-金融 | 4.14% | — | — | |
| 13 | SPGI | S&p Global INC | 株式-金融 | 3.84% | +0.69% | — | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.81% | — | -39.35% | |
| 15 | FDS | Factset Research Systems INC | 株式-金融 | 3.51% | — | — | |
| 16 | FAST | Fastenal Co | 株式-資本財 | 2.75% | — | — | |
| 17 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 2.54% | — | — | |
| 18 | TUR | Ishares Msci Turkey ETF | ETF-その他 | 2.42% | — | — | |
| 19 | ATR | Aptargroup INC | 株式-ヘルスケア | 1.59% | — | — | |
| 20 | EFX | Equifax INC | 株式-資本財 | 1.39% | -0.40% | — | |
| 21 | CERNCHF | Cerner CORP | 株式-その他 | 1.35% | — | -46.35% | |
| 22 | CFMS | Conformis INC | 株式-その他 | 1.20% | — | -14.37% | |
| 23 | ECL | Ecolab INC | 株式-素材 | 0.80% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CTSH | Cognizant Tech Solutions-a | +2% | +74.93% | 増加 |
| 2 | ULTA | Ulta Beauty INC | +1.1% | — | 変化なし |
| 3 | CFMS | Conformis INC | +1% | -14.37% | 減少 |
| 4 | IPGP | Ipg Photonics CORP | +1% | — | 変化なし |
| 5 | EBAY | Ebay INC | +0.8% | +5.38% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.5% | — | 変化なし |
| 7 | MCO | Moody's CORP | +0.5% | — | 変化なし |
| 8 | SPGI | S&p Global INC | +0.3% | — | 変化なし |
| 9 | FDS | Factset Research Systems INC | +0.3% | — | 変化なし |
| 10 | AAPL | Apple INC | +0.3% | — | 変化なし |
| 11 | FAST | Fastenal Co | +0.2% | — | 変化なし |
| 12 | EFX | Equifax INC | +0.1% | — | 変化なし |
| 13 | ECL | Ecolab INC | 0% | — | 変化なし |
| 14 | MSM | Msc Industrial Direct Co-a | — | +6.13% | 増加 |
| 15 | ATR | Aptargroup INC | 0% | — | 変化なし |
| 16 | CHRW | C.h. Robinson Worldwide INC | -0.3% | — | 変化なし |
| 17 | TUR | Ishares Msci Turkey ETF | -0.4% | — | 変化なし |
| 18 | ICE | Intercontinental Exchange In | -0.6% | — | 変化なし |
| 19 | BKNG | Booking Holdings INC | -0.7% | +5.53% | 増加 |
| 20 | MSFT | Microsoft CORP | -0.9% | -10.54% | 減少 |
| 21 | CERNCHF | Cerner CORP | -1.3% | -46.35% | 減少 |
| 22 | GOOGL | Alphabet Inc-cl A | -1.6% | -13.76% | 減少 |
| 23 | SBUX | Starbucks CORP | -2.4% | -39.35% | 減少 |