CIK: 0001602198
申告総資産額
$2.5億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.13% | — | +2.38% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.74% | +3.65% | NEW | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.38% | +0.37% | +20.38% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 2.01% | -2.27% | EXIT | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 1.68% | -4.15% | +12.35% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.54% | — | +15.09% | |
| 7 | CRM | Salesforce INC | 株式-IT | 1.47% | — | +19.48% | |
| 8 | BLKCHF | Blackrock INC | 株式-その他 | 1.39% | — | +45.37% | |
| 9 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.34% | -0.50% | +119.72% | |
| 10 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 1.27% | — | +22.56% | |
| 11 | PE1EUR | Parsley Energy Inc-class A | 株式-その他 | 1.22% | — | +36.66% | |
| 12 | NTNX | Nutanix INC - A | 株式-IT | 1.21% | — | +120.83% | |
| 13 | STLD | Steel Dynamics INC | 株式-素材 | 1.20% | — | -26.45% | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.20% | — | +13.41% | |
| 15 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.19% | — | — | |
| 16 | IPGP | Ipg Photonics CORP | 株式-IT | 1.19% | — | +3.03% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | — | +4.09% | |
| 18 | ICE | Intercontinental Exchange In | 株式-金融 | 1.11% | — | +26.65% | |
| 19 | PLD | Prologis INC | 株式-不動産 | 1.11% | — | +44.49% | |
| 20 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.07% | — | +70.38% | |
| 21 | TWLO | Twilio INC - A | 株式-IT | 1.02% | — | +40.20% | |
| 22 | CASA1EUR | Casa Systems INC | 株式-その他 | 1.01% | — | — | |
| 23 | WDAY | Workday Inc-class A | 株式-IT | 0.98% | — | -4.95% | |
| 24 | PAYC | Paycom Software INC | 株式-IT | 0.96% | — | — | |
| 25 | VICR | Vicor CORP | 株式-IT | 0.95% | — | +24.36% | |
| 26 | RNG | Ringcentral Inc-class A | 株式-IT | 0.92% | — | — | |
| 27 | CLRUSD | Continental Resources Inc/ok | 株式-その他 | 0.92% | — | -33.08% | |
| 28 | AMRC | Ameresco Inc-cl A | 株式-その他 | 0.90% | — | +6.05% | |
| 29 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.89% | — | +19.29% | |
| 30 | EPAM | Epam Systems INC | 株式-IT | 0.88% | — | -3.22% | |
| 31 | NEWREUR | New Relic INC | 株式-その他 | 0.88% | — | +7.01% | |
| 32 | HUBS | Hubspot INC | 株式-IT | 0.88% | — | -4.60% | |
| 33 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.85% | — | -24.33% | |
| 34 | PEGA | Pegasystems INC | 株式-IT | 0.84% | -1.42% | +34.42% | |
| 35 | NSP | Insperity INC | 株式-その他 | 0.83% | — | -12.80% | |
| 36 | MCHP | Microchip Technology INC | 株式-IT | 0.83% | — | -9.79% | |
| 37 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.83% | — | +8.62% | |
| 38 | ✓ | Loxo Oncology INC | 株式-その他 | 0.82% | — | — | |
| 39 | XYZ | Block INC | 株式-金融 | 0.82% | — | -43.74% | |
| 40 | SUPN | Supernus Pharmaceuticals INC | 株式-ヘルスケア | 0.81% | — | +47.45% | |
| 41 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 0.81% | — | — | |
| 42 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 0.80% | — | -24.90% | |
| 43 | GDOT | Green Dot Corp-class A | 株式-その他 | 0.79% | — | — | |
| 44 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.78% | — | — | |
| 45 | MASI* | Masimo CORP | 株式-その他 | 0.77% | — | +11.72% | |
| 46 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 0.76% | — | — | |
| 47 | FRCB | First Republic Bank/ca | 株式-金融 | 0.74% | — | — | |
| 48 | PBYI | Puma Biotechnology INC | 株式-その他 | 0.73% | — | +75.93% | |
| 49 | CERNCHF | Cerner CORP | 株式-その他 | 0.73% | — | — | |
| 50 | AKAM | Akamai Technologies INC | 株式-IT | 0.73% | — | -35.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +0.9% | +23.30% | 増加 |
| 2 | VEEV | Veeva Systems Inc-class A | +0.9% | +119.72% | 増加 |
| 3 | NTNX | Nutanix INC - A | +0.8% | +120.83% | 増加 |
| 4 | TWLO | Twilio INC - A | +0.6% | +40.20% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.5% | +2.38% | 増加 |
| 6 | CASA1EUR | Casa Systems INC | — | NEW | 新規購入 |
| 7 | SGENEUR | Seagen INC | — | EXIT | 全売却 |
| 8 | LGIH | Lgi Homes INC | — | EXIT | 全売却 |
| 9 | ✓ | Loxo Oncology INC | — | NEW | 新規購入 |
| 10 | OLLI | Ollie's Bargain Outlet Holdi | — | NEW | 新規購入 |
| 11 | GMED | Globus Medical INC - A | — | EXIT | 全売却 |
| 12 | AYXEUR | Alteryx INC - Class A | — | NEW | 新規購入 |
| 13 | ✓ | Apptio INC | — | NEW | 新規購入 |
| 14 | SKAA | Skechers USA Inc-cl A | — | EXIT | 全売却 |
| 15 | RARE | Ultragenyx Pharmaceutical In | — | NEW | 新規購入 |
| 16 | LMAT | Lemaitre Vascular INC | — | NEW | 新規購入 |
| 17 | ASMB | Assembly Biosciences, Inc. | — | NEW | 新規購入 |
| 18 | CCS | Century Communities INC | — | EXIT | 全売却 |
| 19 | FGENEUR | Fibrogen INC | — | EXIT | 全売却 |
| 20 | KURA | Kura Oncology INC | — | NEW | 新規購入 |
| 21 | APPF | Appfolio INC - A | — | NEW | 新規購入 |
| 22 | CLVSEUR | Clovis Oncology INC | — | EXIT | 全売却 |
| 23 | HQY | Healthequity INC | — | EXIT | 全売却 |
| 24 | EXLS | Exlservice Holdings INC | — | EXIT | 全売却 |
| 25 | VSAT | Viasat INC | — | EXIT | 全売却 |
| 26 | P | Everpure Inc-a | — | EXIT | 全売却 |
| 27 | UAA | Under Armour Inc-class A | — | EXIT | 全売却 |
| 28 | MAIN | Main Street Capital CORP | — | NEW | 新規購入 |
| 29 | MDSOEUR | Medidata Solutions INC | — | EXIT | 全売却 |
| 30 | GBTUSD | Global Blood Therapeutics In | — | NEW | 新規購入 |
| 31 | DISH | Dish Network Corp-a | — | EXIT | 全売却 |
| 32 | WTI | W&t Offshore INC | — | NEW | 新規購入 |
| 33 | IRWD | Ironwood Pharmaceuticals INC | — | EXIT | 全売却 |
| 34 | ATEN | A10 Networks INC | — | EXIT | 全売却 |
| 35 | KNSL | Kinsale Capital Group INC | — | EXIT | 全売却 |
| 36 | MEDP | Medpace Holdings INC | — | NEW | 新規購入 |
| 37 | EGRX | Eagle Pharmaceuticals INC | — | NEW | 新規購入 |
| 38 | EDIT | Editas Medicine INC | — | NEW | 新規購入 |
| 39 | TRUP | Trupanion INC | — | NEW | 新規購入 |
| 40 | CRCMGBP | Care.com INC | — | NEW | 新規購入 |
| 41 | HCKT | Hackett Group Inc/the | — | EXIT | 全売却 |
| 42 | OMCL | Omnicell INC | — | EXIT | 全売却 |
| 43 | ✓ | Athenahealth INC | — | NEW | 新規購入 |
| 44 | ENSG | Ensign Group Inc/the | — | EXIT | 全売却 |
| 45 | MDGL | Madrigal Pharmaceuticals INC | — | NEW | 新規購入 |
| 46 | MKTX | Marketaxess Holdings INC | — | EXIT | 全売却 |
| 47 | TSCUSD | Tristate Capital Hldgs INC | — | EXIT | 全売却 |
| 48 | DPLOEUR | Diplomat Pharmacy INC | — | EXIT | 全売却 |
| 49 | CSV | Carriage Services INC | — | EXIT | 全売却 |
| 50 | ✓ | Juno Therapeutics | — | EXIT | 全売却 |