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 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 6.67% | — | +300.00% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.21% | — | +2113.10% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.99% | — | +102.88% | |
| 4 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 3.12% | — | +77.12% | |
| 5 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 3.01% | -2.06% | EXIT | |
| 6 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.72% | — | +55.94% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 2.54% | — | +166.67% | |
| 8 | BG | Bunge Global SA | 株式-生活必需品 | 2.48% | — | +50.26% | |
| 9 | LYV | Live Nation Entertainment In | 株式-通信サービス | 2.34% | — | +32.74% | |
| 10 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 2.16% | — | — | |
| 11 | NOW | Servicenow INC | 株式-IT | 2.07% | — | +5.47% | |
| 12 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.02% | — | +16.67% | |
| 13 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 2.01% | — | +263.99% | |
| 14 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.90% | — | +2.91% | |
| 15 | CLX | Clorox Company | 株式-生活必需品 | 1.88% | — | -25.00% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.88% | — | — | |
| 17 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 1.82% | — | +51.52% | |
| 18 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.78% | — | +14.62% | |
| 19 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 1.77% | — | +55.30% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.76% | — | — | |
| 21 | SPG | Simon Property Group INC | 株式-不動産 | 1.75% | — | +70.59% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | — | — | |
| 23 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.64% | — | — | |
| 24 | SPGI | S&p Global INC | 株式-金融 | 1.46% | — | +1033.33% | |
| 25 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 1.43% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -1.37% | EXIT | |
| 27 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.38% | — | — | |
| 28 | APTV | Aptiv PLC | 株式-一般消費財 | 1.34% | — | +118.52% | |
| 29 | BURL | Burlington Stores INC | 株式-一般消費財 | 1.31% | — | — | |
| 30 | HOG | Harley-davidson INC | 株式-一般消費財 | 1.27% | — | — | |
| 31 | DAR | Darling Ingredients INC | 株式-生活必需品 | 1.19% | — | — | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 1.17% | — | -48.21% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 1.13% | — | — | |
| 34 | CELH | Celsius Holdings INC | 株式-生活必需品 | 1.10% | -0.96% | EXIT | |
| 35 | IAA-WUSD | Iaa INC | 株式-その他 | 1.08% | — | +32.31% | |
| 36 | TEAM | Atlassian Corporation | 株式-IT | 1.07% | — | — | |
| 37 | CRM | Salesforce INC | 株式-IT | 1.05% | -0.95% | EXIT | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.02% | -1.87% | EXIT | |
| 39 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.99% | — | -12.57% | |
| 40 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.98% | — | -5.82% | |
| 41 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 0.97% | — | — | |
| 42 | LEA | Lear CORP | 株式-一般消費財 | 0.96% | — | — | |
| 43 | SF9 | Sanderson Farms INC | 株式-その他 | 0.96% | — | +250.00% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.95% | -0.17% | EXIT | |
| 45 | PLAY | Dave & Buster's Entertainmen | 株式-その他 | 0.95% | — | +5.03% | |
| 46 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.94% | — | +2.86% | |
| 47 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 0.92% | — | — | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.90% | — | — | |
| 49 | SHOP | Shopify INC - Class A | 株式-IT | 0.89% | — | — | |
| 50 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.87% | — | — |