CIK: 0001134288
申告総資産額
$4.4億
| # | 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 | CRM | Salesforce INC | 株式-IT | 4.28% | — | +68.90% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 3.91% | — | +9.69% | |
| 3 | PANW | Palo Alto Networks INC | 株式-IT | 3.75% | — | — | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 3.54% | +1.22% | +1.96% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.32% | — | -2.04% | |
| 6 | ADBE | Adobe INC | 株式-IT | 2.97% | -0.17% | +69.69% | |
| 7 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.90% | — | +311.81% | |
| 8 | CCI | Crown Castle INC | 株式-不動産 | 2.73% | — | +131.16% | |
| 9 | EEFT | Euronet Worldwide INC | 株式-IT | 2.65% | — | +47.12% | |
| 10 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.65% | — | +279.23% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.64% | — | -18.71% | |
| 12 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 2.56% | — | +225.11% | |
| 13 | ETSY | Etsy INC | 株式-一般消費財 | 2.55% | — | +51.54% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.54% | -1.28% | +41.17% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 2.47% | — | +170.16% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 2.46% | — | +26.52% | |
| 17 | XLNXEUR | Xilinx INC | 株式-その他 | 2.29% | — | +13.92% | |
| 18 | ✓ | Cyberark Software LTD | 株式-その他 | 2.28% | — | — | |
| 19 | SIVBEUR | Svb Financial Group | 株式-その他 | 2.22% | — | — | |
| 20 | PGR | Progressive CORP | 株式-金融 | 2.15% | — | +137.46% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.06% | — | -13.87% | |
| 22 | AAPL | Apple INC | 株式-IT | 2.03% | +3.01% | -26.69% | |
| 23 | CSX | Csx CORP | 株式-資本財 | 2.01% | — | +128.45% | |
| 24 | STE | STERIS plc | 株式-ヘルスケア | 1.92% | — | — | |
| 25 | MCHP | Microchip Technology INC | 株式-IT | 1.88% | — | — | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.80% | -0.05% | -39.36% | |
| 27 | OSK | Oshkosh CORP | 株式-資本財 | 1.54% | — | — | |
| 28 | CSGP | Costar Group INC | 株式-不動産 | 1.52% | — | — | |
| 29 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.51% | — | — | |
| 30 | HRC | Hill-rom Holdings INC | 株式-その他 | 1.49% | — | +92.78% | |
| 31 | WAT | Waters CORP | 株式-ヘルスケア | 1.38% | — | — | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 1.36% | — | -18.98% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.32% | -48.88% | |
| 34 | CIEN | Ciena CORP | 株式-IT | 1.29% | — | +57.16% | |
| 35 | ANETEUR | Arista Networks INC | 株式-その他 | 1.11% | — | +9.08% | |
| 36 | CHGG | Chegg INC | 株式-生活必需品 | 0.96% | — | — | |
| 37 | ESNT | Essent Group Ltd. | 株式-金融 | 0.95% | — | — | |
| 38 | DISCAUSD | Discovery INC - A | 株式-その他 | 0.88% | — | +94.94% | |
| 39 | GHDX | Genomic Health INC | 株式-その他 | 0.82% | — | -21.06% | |
| 40 | ✓ | Mellanox Technologies LTD | 株式-その他 | 0.81% | — | — | |
| 41 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.76% | — | -18.27% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | +0.20% | -7.32% | |
| 43 | ILMN | Illumina INC | 株式-ヘルスケア | 0.64% | — | -56.27% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | +490.37% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.59% | +0.09% | +53.15% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | -77.06% | |
| 47 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.56% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -4.53% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.54% | — | -9.76% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | -3.28% | -70.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EW | Edwards Lifesciences CORP | +2.3% | +311.81% | 増加 |
| 2 | VEEV | Veeva Systems Inc-class A | +2.1% | +279.23% | 増加 |
| 3 | ULTA | Ulta Beauty INC | +1.9% | +225.11% | 増加 |
| 4 | CRM | Salesforce INC | +1.8% | +68.90% | 増加 |
| 5 | AMT | American Tower CORP | +1.7% | +170.16% | 増加 |
| 6 | CCI | Crown Castle INC | +1.6% | +131.16% | 増加 |
| 7 | ADBE | Adobe INC | +1.3% | +69.69% | 増加 |
| 8 | PGR | Progressive CORP | +1.3% | +137.46% | 増加 |
| 9 | ETSY | Etsy INC | +1.2% | +51.54% | 増加 |
| 10 | EEFT | Euronet Worldwide INC | +1.2% | +47.12% | 増加 |
| 11 | CSX | Csx CORP | +1.2% | +128.45% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.9% | +41.17% | 増加 |
| 13 | XLNXEUR | Xilinx INC | +0.8% | +13.92% | 増加 |
| 14 | HRC | Hill-rom Holdings INC | +0.8% | +92.78% | 増加 |
| 15 | MA | Mastercard INC - A | +0.7% | +9.69% | 増加 |
| 16 | UNP | Union Pacific CORP | +0.5% | +490.37% | 増加 |
| 17 | CIEN | Ciena CORP | +0.5% | +57.16% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.3% | +1.96% | 増加 |
| 19 | TMO | Thermo Fisher Scientific INC | +0.2% | -2.04% | 減少 |
| 20 | BDX | Becton Dickinson And Co | -0.6% | -85.85% | 減少 |
| 21 | ILMN | Illumina INC | -0.9% | -56.27% | 減少 |
| 22 | CI | THE Cigna Group | -1% | -85.79% | 減少 |
| 23 | LLY | Eli Lilly & Co | -1.1% | -39.36% | 減少 |
| 24 | MSFT | Microsoft CORP | -1.2% | -48.88% | 減少 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | -70.50% | 減少 |
| 26 | VZ | Verizon Communications INC | -2.1% | -77.06% | 減少 |
| 27 | UNH | Unitedhealth Group INC | -2.5% | -83.54% | 減少 |
| 28 | CHD | Church & Dwight Co INC | -2.8% | -86.39% | 減少 |
| 29 | PYPL | Paypal Holdings INC | -15% | +26.52% | 増加 |
| 30 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 31 | MRK | Merck & Co. INC. | — | EXIT | 全売却 |
| 32 | ✓ | Cyberark Software LTD | — | NEW | 新規購入 |
| 33 | SIVBEUR | Svb Financial Group | — | NEW | 新規購入 |
| 34 | STE | STERIS plc | — | NEW | 新規購入 |
| 35 | MCHP | Microchip Technology INC | — | NEW | 新規購入 |
| 36 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 37 | HELE | Helen of Troy Limited | — | EXIT | 全売却 |
| 38 | OSK | Oshkosh CORP | — | NEW | 新規購入 |
| 39 | CSGP | Costar Group INC | — | NEW | 新規購入 |
| 40 | REGN | Regeneron Pharmaceuticals | — | NEW | 新規購入 |
| 41 | WAT | Waters CORP | — | NEW | 新規購入 |
| 42 | DECK | Deckers Outdoor CORP | — | EXIT | 全売却 |
| 43 | STE | STERIS plc | — | EXIT | 全売却 |
| 44 | INTC | Intel CORP | — | EXIT | 全売却 |
| 45 | CHGG | Chegg INC | — | NEW | 新規購入 |
| 46 | ESNT | Essent Group Ltd. | — | NEW | 新規購入 |
| 47 | AMED | Amedisys INC | — | EXIT | 全売却 |
| 48 | ✓ | Mellanox Technologies LTD | — | NEW | 新規購入 |
| 49 | MOH | Molina Healthcare INC | — | EXIT | 全売却 |
| 50 | WTW | Willis Towers Watson Public Limited Company | — | NEW | 新規購入 |