CIK: 0001789779
申告総資産額
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| # | 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 | LBEUR | L Brands INC | 株式-その他 | 4.66% | — | +7.29% | |
| 2 | CPRT | Copart INC | 株式-資本財 | 4.40% | — | +189.22% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 4.12% | — | +78.17% | |
| 4 | KO | The Coca-Cola Company | 株式-生活必需品 | 3.53% | — | +95.16% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.26% | — | +212.37% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.78% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.64% | -1.78% | EXIT | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.63% | -6.50% | EXIT | |
| 9 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 2.34% | -2.06% | EXIT | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.30% | -2.36% | EXIT | |
| 11 | ARKK | Ark Innovation ETF | ETF-その他 | 2.19% | -1.68% | EXIT | |
| 12 | EXPE | Expedia Group INC | 株式-一般消費財 | 2.15% | — | +0.32% | |
| 13 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 1.98% | — | +138.89% | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.89% | — | -18.93% | |
| 15 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.85% | — | +172.99% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.84% | -1.87% | EXIT | |
| 17 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 1.75% | -2.90% | EXIT | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.73% | — | -27.03% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | — | +38.33% | |
| 20 | POST | Post Holdings INC | 株式-生活必需品 | 1.38% | — | -22.52% | |
| 21 | PRKS | United Parks & Resorts INC | 株式-その他 | 1.34% | — | -59.88% | |
| 22 | PVH | Pvh CORP | 株式-一般消費財 | 1.26% | — | +4.55% | |
| 23 | DLTR | Dollar Tree INC | 株式-生活必需品 | 1.24% | — | +44.40% | |
| 24 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.23% | — | — | |
| 25 | EAT | Brinker International INC | 株式-一般消費財 | 1.23% | — | +14.34% | |
| 26 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 1.21% | — | +57.58% | |
| 27 | IAA-WUSD | Iaa INC | 株式-その他 | 1.14% | — | — | |
| 28 | JBLU | Jetblue Airways CORP | 株式-資本財 | 1.08% | — | +128.90% | |
| 29 | GM | General Motors Co | 株式-一般消費財 | 1.07% | — | -37.14% | |
| 30 | YSG | Yatsen Holding Limited | 株式-その他 | 1.07% | — | — | |
| 31 | SPG | Simon Property Group INC | 株式-不動産 | 1.05% | — | — | |
| 32 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 1.03% | — | — | |
| 33 | SMG | Scotts Miracle-gro Co | 株式-素材 | 1.03% | — | — | |
| 34 | JWNUSD | Nordstrom INC | 株式-その他 | 1.02% | — | — | |
| 35 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.02% | — | +28.19% | |
| 36 | HAS | Hasbro INC | 株式-一般消費財 | 1.00% | — | +275.07% | |
| 37 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.99% | -1.73% | EXIT | |
| 38 | SGI | Somnigroup International INC | 株式-一般消費財 | 0.99% | — | — | |
| 39 | DG | Dollar General CORP | 株式-生活必需品 | 0.99% | — | — | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.97% | — | — | |
| 41 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.97% | — | -9.95% | |
| 42 | FIVE | Five Below | 株式-一般消費財 | 0.96% | — | +164.79% | |
| 43 | KSS | Kohls CORP | 株式-一般消費財 | 0.95% | — | — | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.94% | — | — | |
| 45 | XRT | Ss Spdr S&p Retail ETF | ETF-その他 | 0.90% | -1.12% | EXIT | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.89% | — | — | |
| 47 | TWTRUSD | Twitter INC | 株式-その他 | 0.88% | — | — | |
| 48 | UBER | Uber Technologies INC | 株式-資本財 | 0.88% | — | — | |
| 49 | ROST | Ross Stores INC | 株式-一般消費財 | 0.86% | — | — | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.84% | — | -16.67% |