CIK: 0001759662
申告総資産額
$4.6億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 11.83% | -13.89% | EXIT | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 11.27% | -10.80% | EXIT | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 10.59% | +0.31% | +33.64% | |
| 4 | MSCI | Msci INC | 株式-金融 | 8.10% | — | +8.11% | |
| 5 | EFX | Equifax INC | 株式-資本財 | 7.96% | -8.45% | EXIT | |
| 6 | CP | Canadian Pacific Kansas City | 株式-資本財 | 7.40% | — | — | |
| 7 | WDAY | Workday Inc-class A | 株式-IT | 7.33% | — | +78.12% | |
| 8 | ROP | Roper Technologies INC | 株式-IT | 5.94% | — | +29.74% | |
| 9 | SPGI | S&p Global INC | 株式-金融 | 5.67% | +3.87% | +62.73% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 5.53% | — | +73.53% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 5.49% | +0.04% | — | |
| 12 | FICO | Fair Isaac CORP | 株式-IT | 4.36% | -3.11% | — | |
| 13 | SNPS | Synopsys INC | 株式-IT | 4.00% | -8.29% | EXIT | |
| 14 | TDG | Transdigm Group INC | 株式-資本財 | 2.94% | -1.77% | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.92% | +11.31% | -61.92% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +44.72% |