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 | 12.63% | -13.89% | EXIT | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 10.53% | +11.31% | +1458.27% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.53% | -10.80% | EXIT | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 7.50% | +0.31% | -26.82% | |
| 5 | MSCI | Msci INC | 株式-金融 | 6.67% | — | — | |
| 6 | SNPS | Synopsys INC | 株式-IT | 6.66% | -8.29% | EXIT | |
| 7 | EFX | Equifax INC | 株式-資本財 | 6.64% | -8.45% | EXIT | |
| 8 | CP | Canadian Pacific Kansas City | 株式-資本財 | 6.27% | — | — | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 5.94% | — | — | |
| 10 | ADBE | Adobe INC | 株式-IT | 5.83% | — | — | |
| 11 | FICO | Fair Isaac CORP | 株式-IT | 5.82% | -3.11% | +64.96% | |
| 12 | SPGI | S&p Global INC | 株式-金融 | 5.05% | +3.87% | — | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 4.99% | +0.04% | — | |
| 14 | TDG | Transdigm Group INC | 株式-資本財 | 4.01% | -1.77% | +42.93% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.79% | — | +48.94% | |
| 16 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 0.13% | — | — |