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 | 3.23% | — | — | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.39% | +0.37% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 2.24% | — | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.21% | +3.65% | NEW | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.98% | — | — | |
| 6 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.67% | — | — | |
| 7 | STLD | Steel Dynamics INC | 株式-素材 | 1.62% | — | — | |
| 8 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 1.61% | — | — | |
| 9 | PAYC | Paycom Software INC | 株式-IT | 1.55% | — | — | |
| 10 | IPGP | Ipg Photonics CORP | 株式-IT | 1.52% | — | -1.94% | |
| 11 | IONS | Ionis Pharmaceuticals INC | 株式-ヘルスケア | 1.43% | — | +8.01% | |
| 12 | RNG | Ringcentral Inc-class A | 株式-IT | 1.40% | — | -11.25% | |
| 13 | GBTUSD | Global Blood Therapeutics In | 株式-その他 | 1.35% | — | — | |
| 14 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.33% | -0.50% | +6.04% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -4.15% | -9.74% | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 1.19% | -2.27% | EXIT | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.15% | — | — | |
| 18 | VICR | Vicor CORP | 株式-IT | 1.11% | — | +5.47% | |
| 19 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.04% | — | — | |
| 20 | FTNT | Fortinet INC | 株式-IT | 0.98% | — | — | |
| 21 | VRSN | Verisign INC | 株式-IT | 0.96% | — | — | |
| 22 | OMCL | Omnicell INC | 株式-ヘルスケア | 0.95% | — | +43.26% | |
| 23 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.93% | — | — | |
| 24 | WTI | W&t Offshore INC | 株式-その他 | 0.92% | — | +8.83% | |
| 25 | SFIX | Stitch Fix Inc-class A | 株式-その他 | 0.92% | — | — | |
| 26 | CARG | Cargurus INC | 株式-一般消費財 | 0.91% | — | +7.01% | |
| 27 | APPF | Appfolio INC - A | 株式-IT | 0.89% | -2.34% | EXIT | |
| 28 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.87% | — | — | |
| 29 | GH | Guardant Health INC | 株式-ヘルスケア | 0.87% | — | +58.44% | |
| 30 | SSTK | Shutterstock INC | 株式-その他 | 0.87% | — | +3.81% | |
| 31 | FRCB | First Republic Bank/ca | 株式-金融 | 0.86% | — | -4.23% | |
| 32 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.85% | -0.95% | +7.62% | |
| 33 | YELP | Yelp INC | 株式-その他 | 0.85% | — | +5.76% | |
| 34 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.85% | — | — | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.84% | — | — | |
| 36 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.84% | — | — | |
| 37 | ICE | Intercontinental Exchange In | 株式-金融 | 0.83% | — | — | |
| 38 | SEIC | Sei Investments Company | 株式-金融 | 0.83% | — | — | |
| 39 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.82% | — | — | |
| 40 | SNPS | Synopsys INC | 株式-IT | 0.82% | — | — | |
| 41 | GEO | Geo Group Inc/the | 株式-その他 | 0.82% | — | +10.36% | |
| 42 | MCHP | Microchip Technology INC | 株式-IT | 0.81% | — | — | |
| 43 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.81% | — | — | |
| 44 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 0.81% | — | — | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.81% | — | — | |
| 46 | AMRC | Ameresco Inc-cl A | 株式-その他 | 0.80% | — | +5.95% | |
| 47 | MTDR | Matador Resources Co | 株式-エネルギー | 0.80% | — | +6.24% | |
| 48 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.80% | — | +14.09% | |
| 49 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 0.80% | — | — | |
| 50 | ANETEUR | Arista Networks INC | 株式-その他 | 0.79% | — | +31.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GBTUSD | Global Blood Therapeutics In | +0.5% | — | 変化なし |
| 2 | AAPL | Apple INC | +0.4% | — | 変化なし |
| 3 | VICR | Vicor CORP | +0.4% | +5.47% | 増加 |
| 4 | GH | Guardant Health INC | +0.4% | +58.44% | 増加 |
| 5 | OMCL | Omnicell INC | +0.3% | +43.26% | 増加 |
| 6 | PAYC | Paycom Software INC | +0.2% | — | 変化なし |
| 7 | AVLRUSD | Avalara INC | +0.2% | +61.90% | 増加 |
| 8 | FTNT | Fortinet INC | +0.2% | — | 変化なし |
| 9 | SFIX | Stitch Fix Inc-class A | +0.2% | — | 変化なし |
| 10 | MDB | Mongodb INC | +0.2% | +50.96% | 増加 |
| 11 | REGN | Regeneron Pharmaceuticals | +0.2% | — | 変化なし |
| 12 | WTI | W&t Offshore INC | +0.2% | +8.83% | 増加 |
| 13 | SSNC | Ss&c Technologies Holdings | +0.2% | — | 変化なし |
| 14 | NVDA | Nvidia CORP | +0.2% | -9.74% | 減少 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | — | 変化なし |
| 16 | NBIX | Neurocrine Biosciences INC | +0.2% | +14.09% | 増加 |
| 17 | TTD | Trade Desk Inc/the -class A | +0.2% | +1.67% | 増加 |
| 18 | RNG | Ringcentral Inc-class A | +0.2% | -11.25% | 減少 |
| 19 | APPF | Appfolio INC - A | +0.2% | +10.06% | 増加 |
| 20 | PEN | Penumbra INC | +0.2% | +6.83% | 増加 |
| 21 | NFLX | Netflix INC | +0.1% | — | 変化なし |
| 22 | SSTK | Shutterstock INC | +0.1% | +3.81% | 増加 |
| 23 | EPAM | Epam Systems INC | +0.1% | +8.94% | 増加 |
| 24 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 25 | STLD | Steel Dynamics INC | +0.1% | — | 変化なし |
| 26 | CARG | Cargurus INC | +0.1% | +7.01% | 増加 |
| 27 | ROKU | Roku INC | +0.1% | — | 変化なし |
| 28 | LVS | Las Vegas Sands CORP | +0.1% | — | 変化なし |
| 29 | GDOT | Green Dot Corp-class A | +0.1% | +34.76% | 増加 |
| 30 | EEFT | Euronet Worldwide INC | +0.1% | +11.51% | 増加 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | — | 変化なし |
| 32 | IONS | Ionis Pharmaceuticals INC | 0% | +8.01% | 増加 |
| 33 | UTHR | United Therapeutics CORP | 0% | — | 変化なし |
| 34 | AMZN | Amazon.com INC | 0% | — | 変化なし |
| 35 | PBYI | Puma Biotechnology INC | -0.3% | -20.56% | 減少 |
| 36 | TREE | Lendingtree INC | -0.4% | -46.14% | 減少 |
| 37 | OLLI | Ollie's Bargain Outlet Holdi | — | EXIT | 全売却 |
| 38 | VRSN | Verisign INC | — | NEW | 新規購入 |
| 39 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | 新規購入 |
| 40 | SKAA | Skechers USA Inc-cl A | — | NEW | 新規購入 |
| 41 | WBA | Walgreens Boots Alliance INC | — | EXIT | 全売却 |
| 42 | MC | Moelis & Co - Class A | — | EXIT | 全売却 |
| 43 | GHDX | Genomic Health INC | — | EXIT | 全売却 |
| 44 | MTH | Meritage Homes CORP | — | EXIT | 全売却 |
| 45 | TRUP | Trupanion INC | — | EXIT | 全売却 |
| 46 | ZM | Zoom Communications INC | — | NEW | 新規購入 |
| 47 | NTNX | Nutanix INC - A | — | EXIT | 全売却 |
| 48 | HUBG | Hub Group Inc-cl A | — | NEW | 新規購入 |
| 49 | EVC | Entravision Communications-a | — | EXIT | 全売却 |
| 50 | DOMO | Domo INC - Class B | — | EXIT | 全売却 |