CIK: 0001767392
申告総資産額
$2.1億
| # | 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 | FISV | Fiserv INC | 株式-その他 | 14.02% | — | +19.74% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 13.51% | — | +19.75% | |
| 3 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 9.04% | — | +19.61% | |
| 4 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 7.67% | — | +30.31% | |
| 5 | VRSN | Verisign INC | 株式-IT | 7.55% | — | +20.10% | |
| 6 | ADBE | Adobe INC | 株式-IT | 6.75% | — | +34.92% | |
| 7 | GDDY | Godaddy INC - Class A | 株式-IT | 6.53% | — | +43.44% | |
| 8 | ECL | Ecolab INC | 株式-素材 | 5.88% | — | +19.93% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 5.28% | — | +19.47% | |
| 10 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 5.23% | — | +10.88% | |
| 11 | AKX | Ansys INC | 株式-その他 | 5.23% | — | -10.60% | |
| 12 | LYV | Live Nation Entertainment In | 株式-通信サービス | 4.94% | — | -28.72% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 4.34% | — | -22.54% | |
| 14 | ABEV | Ambev Sa-adr | 株式-生活必需品 | 4.02% | — | +19.51% |
| # | 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 | +1.9% | +19.75% | 増加 |
| 2 | FISV | Fiserv INC | +1.8% | +19.74% | 増加 |
| 3 | GDDY | Godaddy INC - Class A | +1.2% | +43.44% | 増加 |
| 4 | BDX | Becton Dickinson And Co | +1.1% | +30.31% | 増加 |
| 5 | ADBE | Adobe INC | +1% | +34.92% | 増加 |
| 6 | TMO | Thermo Fisher Scientific INC | +0.6% | +19.61% | 増加 |
| 7 | PYPL | Paypal Holdings INC | +0.6% | +19.47% | 増加 |
| 8 | ECL | Ecolab INC | +0.5% | +19.93% | 増加 |
| 9 | VRSN | Verisign INC | +0.1% | +20.10% | 増加 |
| 10 | ABEV | Ambev Sa-adr | -0.1% | +19.51% | 増加 |
| 11 | SPOT | Spotify Technology S.A. | -0.8% | +10.88% | 増加 |
| 12 | AKX | Ansys INC | -1.6% | -10.60% | 減少 |
| 13 | LYV | Live Nation Entertainment In | -1.6% | -28.72% | 減少 |
| 14 | V | Visa Inc-class A Shares | -2% | -22.54% | 減少 |
| 15 | ZTS | Zoetis INC | — | EXIT | 全売却 |