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 | MSFT | Microsoft CORP | 株式-IT | 12.85% | — | +11.93% | |
| 2 | FISV | Fiserv INC | 株式-その他 | 10.41% | — | +11.93% | |
| 3 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 8.47% | — | +14.71% | |
| 4 | ADBE | Adobe INC | 株式-IT | 8.11% | — | +32.01% | |
| 5 | VRSN | Verisign INC | 株式-IT | 7.15% | — | +11.93% | |
| 6 | PYPL | Paypal Holdings INC | 株式-金融 | 6.94% | — | +48.31% | |
| 7 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 6.35% | — | +11.93% | |
| 8 | NDAQ | Nasdaq INC | 株式-金融 | 5.57% | — | — | |
| 9 | SWK | Stanley Black & Decker INC | 株式-資本財 | 5.22% | — | — | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 5.05% | — | — | |
| 11 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 4.45% | — | +11.93% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 4.31% | — | +21.82% | |
| 13 | ABEV | Ambev Sa-adr | 株式-生活必需品 | 4.18% | — | +11.93% | |
| 14 | GDDY | Godaddy INC - Class A | 株式-IT | 3.31% | — | -38.84% | |
| 15 | ECL | Ecolab INC | 株式-素材 | 2.83% | — | -32.37% | |
| 16 | LYV | Live Nation Entertainment In | 株式-通信サービス | 2.78% | — | -26.38% | |
| 17 | AKX | Ansys INC | 株式-その他 | 2.02% | — | -48.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv INC | — | EXIT | 全売却 |
| 2 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 3 | TMO | Thermo Fisher Scientific INC | — | EXIT | 全売却 |
| 4 | BDX | Becton Dickinson And Co | — | EXIT | 全売却 |
| 5 | VRSN | Verisign INC | — | EXIT | 全売却 |
| 6 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 7 | GDDY | Godaddy INC - Class A | — | EXIT | 全売却 |
| 8 | ECL | Ecolab INC | — | EXIT | 全売却 |
| 9 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 10 | SPOT | Spotify Technology S.A. | — | EXIT | 全売却 |
| 11 | AKX | Ansys INC | — | EXIT | 全売却 |
| 12 | LYV | Live Nation Entertainment In | — | EXIT | 全売却 |
| 13 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 14 | ABEV | Ambev Sa-adr | — | EXIT | 全売却 |