CIK: 0001706766
申告総資産額
$171.2億
上位200銘柄を表示中（全862銘柄）
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.58% | — | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.40% | +0.63% | +218.18% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.90% | +0.46% | -42.12% | |
| 4 | INTU | Intuit INC | 株式-IT | 2.96% | -2.19% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.60% | — | +16.78% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.15% | -1.68% | -21.96% | |
| 7 | USX1 | United States Steel CORP | 株式-その他 | 1.56% | — | -36.57% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 1.49% | — | -70.20% | |
| 9 | ET | Energy Transfer LP | 株式-エネルギー | 1.29% | — | +1234.73% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | — | — | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 1.19% | — | -7.69% | |
| 12 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.90% | -0.94% | +29.21% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | — | +94.47% | |
| 14 | JNP | Juniper Networks INC | 株式-その他 | 0.87% | — | +614.26% | |
| 15 | APP | Applovin Corp-class A | 株式-IT | 0.87% | — | -20.78% | |
| 16 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 0.79% | — | +286.01% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.76% | — | +71.52% | |
| 18 | SLNOEUR | Soleno Therapeutics INC | 株式-その他 | 0.75% | — | -11.54% | |
| 19 | CVNA | Carvana Co | 株式-一般消費財 | 0.74% | +0.31% | +146.16% | |
| 20 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.74% | — | — | |
| 21 | INTC | Intel CORP | 株式-IT | 0.74% | — | +264.36% | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.71% | — | -5.68% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.70% | — | +91.09% | |
| 24 | ARGX | Argenx Se - Adr | 株式-ヘルスケア | 0.70% | — | +18.34% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +98.01% | |
| 26 | COF | Capital One Financial CORP | 株式-金融 | 0.64% | -0.65% | — | |
| 27 | VRSN | Verisign INC | 株式-IT | 0.62% | — | — | |
| 28 | COR | Cencora INC | 株式-ヘルスケア | 0.61% | — | -18.51% | |
| 29 | CLS | Celestica INC | 株式-IT | 0.59% | — | -17.24% | |
| 30 | PCG | P G & E CORP | 株式-公益事業 | 0.54% | — | — | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.53% | +0.40% | +71.03% | |
| 32 | BECNUSD | Beacon Roofing Supply INC | 株式-その他 | 0.52% | — | — | |
| 33 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.50% | — | +811.50% | |
| 34 | PANW | Palo Alto Networks INC | 株式-IT | 0.48% | — | +82.26% | |
| 35 | AGI | Alamos Gold Inc-class A | 株式-素材 | 0.47% | — | +28.64% | |
| 36 | FLR | Fluor CORP | 株式-資本財 | 0.46% | — | +387.25% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | +0.85% | +17.42% | |
| 38 | BXP | Bxp INC | 株式-不動産 | 0.45% | — | +342.37% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.44% | — | -2.92% | |
| 40 | DELL | Dell Technologies -c | 株式-IT | 0.44% | — | — | |
| 41 | ITCIEUR | Intra-cellular Therapies INC | 株式-その他 | 0.44% | — | — | |
| 42 | TROW | T Rowe Price Group INC | 株式-金融 | 0.42% | — | +3019.71% | |
| 43 | KRYS | Krystal Biotech INC | 株式-ヘルスケア | 0.42% | — | +66.14% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +447.67% | |
| 45 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.42% | — | +114.16% | |
| 46 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.41% | — | +120.22% | |
| 47 | AMED | Amedisys INC | 株式-その他 | 0.41% | — | -63.84% | |
| 48 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.40% | — | — | |
| 49 | CCJ | Cameco CORP | 株式-エネルギー | 0.40% | — | +214.58% | |
| 50 | UBER | Uber Technologies INC | 株式-資本財 | 0.36% | +0.32% | +199.79% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +7.5% | — | 増加 |
| 2 | AMZN | Amazon.com INC | +6.1% | +218.18% | 増加 |
| 3 | CSCO | Cisco Systems INC | +1.1% | — | 増加 |
| 4 | ET | Energy Transfer LP | +0.9% | +1234.73% | 増加 |
| 5 | APP | Applovin Corp-class A | +0.8% | -20.78% | 増加 |
| 6 | NEE | Nextera Energy INC | +0.8% | +94.47% | 増加 |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.7% | +71.52% | 増加 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | -5.68% | 増加 |
| 9 | PCG | P G & E CORP | +0.5% | — | 増加 |
| 10 | ARGX | Argenx Se - Adr | +0.5% | +18.34% | 増加 |
| 11 | WY | Weyerhaeuser Co | -0.7% | -21.16% | 減少 |
| 12 | DVN | Devon Energy CORP | -0.7% | +70.00% | 減少 |
| 13 | LVS | Las Vegas Sands CORP | -0.8% | +2160.00% | 減少 |
| 14 | MRNA | Moderna INC | -0.8% | +1011.11% | 減少 |
| 15 | QURE | uniQure N.V. | -0.9% | -17.59% | 減少 |
| 16 | CVNA | Carvana Co | -1.2% | +146.16% | 減少 |
| 17 | W | Wayfair Inc- Class A | -1.3% | +35.10% | 増加 |
| 18 | NTLA | Intellia Therapeutics INC | -2% | -52.76% | 減少 |
| 19 | DRI | Darden Restaurants INC | -2.4% | -31.32% | 減少 |
| 20 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 21 | INTU | Intuit INC | — | NEW | 新規購入 |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 23 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 25 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 26 | LMT | Lockheed Martin CORP | — | EXIT | 全売却 |
| 27 | USX1 | United States Steel CORP | — | NEW | 新規購入 |
| 28 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 29 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 30 | WYNN | Wynn Resorts LTD | — | EXIT | 全売却 |
| 31 | RDDT | Reddit Inc-cl A | — | NEW | 新規購入 |
| 32 | JNP | Juniper Networks INC | — | NEW | 新規購入 |
| 33 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 34 | CORT | Corcept Therapeutics INC | — | NEW | 新規購入 |
| 35 | SLNOEUR | Soleno Therapeutics INC | — | NEW | 新規購入 |
| 36 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 38 | MCD | Mcdonald's CORP | — | NEW | 新規購入 |
| 39 | GMS1EUR | Gms INC | — | EXIT | 全売却 |
| 40 | TMUS | T-mobile US INC | — | EXIT | 全売却 |
| 41 | COF | Capital One Financial CORP | — | NEW | 新規購入 |
| 42 | ENPH | Enphase Energy INC | — | EXIT | 全売却 |
| 43 | RIO | Rio Tinto Plc-spon Adr | — | EXIT | 全売却 |
| 44 | VRSN | Verisign INC | — | NEW | 新規購入 |
| 45 | CLS | Celestica INC | — | NEW | 新規購入 |
| 46 | ADNT | Adient plc | — | EXIT | 全売却 |
| 47 | QS | Quantumscape CORP | — | EXIT | 全売却 |
| 48 | UNVREUR | Univar Solutions INC | — | EXIT | 全売却 |
| 49 | CVS | Cvs Health CORP | — | NEW | 新規購入 |
| 50 | BECNUSD | Beacon Roofing Supply INC | — | NEW | 新規購入 |