CIK: 0001107310
申告総資産額
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| # | 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 | ASH | Ashland INC | 株式-素材 | 8.15% | — | — | |
| 2 | NEWREUR | New Relic INC | 株式-その他 | 5.36% | — | -9.96% | |
| 3 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 3.26% | — | -0.80% | |
| 4 | UBER | Uber Technologies INC | 株式-資本財 | 2.92% | — | -20.48% | |
| 5 | CRM | Salesforce INC | 株式-IT | 2.74% | — | +60.41% | |
| 6 | BERYEUR | Berry Global Group INC | 株式-その他 | 2.66% | — | -0.79% | |
| 7 | SGI | Somnigroup International INC | 株式-一般消費財 | 2.48% | -2.56% | EXIT | |
| 8 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 2.38% | — | +9.76% | |
| 9 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 2.37% | — | -6.34% | |
| 10 | TNDM | Tandem Diabetes Care INC | 株式-その他 | 2.32% | — | +74.97% | |
| 11 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 2.27% | — | +28.19% | |
| 12 | CTLTEUR | Catalent INC | 株式-その他 | 2.13% | — | +151.30% | |
| 13 | WSC | Willscot Holdings CORP | 株式-資本財 | 2.09% | — | -16.98% | |
| 14 | MS | Morgan Stanley | 株式-金融 | 2.08% | — | -0.64% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.05% | -7.37% | EXIT | |
| 16 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.98% | — | +28.11% | |
| 17 | CCK | Crown Holdings INC | 株式-一般消費財 | 1.96% | — | — | |
| 18 | INTU | Intuit INC | 株式-IT | 1.94% | — | +64.31% | |
| 19 | Z | Zillow Group INC - C | 株式-通信サービス | 1.89% | -3.27% | EXIT | |
| 20 | DFSEUR | Discover Financial Services | 株式-その他 | 1.89% | — | — | |
| 21 | ETWOGBP | E2open Parent Holdings INC | 株式-その他 | 1.85% | — | +15.41% | |
| 22 | LIVN | LivaNova PLC | 株式-その他 | 1.79% | — | -16.86% | |
| 23 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 1.75% | — | +90.97% | |
| 24 | NICE | Nice LTD - Spon Adr | 株式-IT | 1.73% | — | -0.64% | |
| 25 | AVTR | Avantor INC | 株式-ヘルスケア | 1.71% | — | -7.06% | |
| 26 | OKTA | Okta INC | 株式-IT | 1.68% | — | — | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.64% | — | — | |
| 28 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.61% | — | +14.97% | |
| 29 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.56% | — | -28.38% | |
| 30 | CNC | Centene CORP | 株式-ヘルスケア | 1.52% | — | -0.62% | |
| 31 | PFGC | Performance Food Group Co | 株式-生活必需品 | 1.44% | -7.31% | EXIT | |
| 32 | OSH3USD | Oak Street Health INC | 株式-その他 | 1.43% | — | +36.22% | |
| 33 | MLCO | Melco Resorts & Entert-adr | 株式-その他 | 1.42% | — | -30.66% | |
| 34 | CTVA | Corteva INC | 株式-素材 | 1.40% | — | -36.48% | |
| 35 | EA | Electronic Arts INC | 株式-通信サービス | 1.37% | — | -25.80% | |
| 36 | WIX | Wix.com Ltd. | 株式-IT | 1.35% | — | +47.95% | |
| 37 | GDDY | Godaddy INC - Class A | 株式-IT | 1.34% | — | -0.64% | |
| 38 | ENOV | Enovis CORP | 株式-その他 | 1.33% | — | -0.64% | |
| 39 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.24% | — | -0.64% | |
| 40 | ABG | Asbury Automotive Group | 株式-一般消費財 | 1.22% | -4.28% | EXIT | |
| 41 | BLCO | Bausch + Lomb CORP | 株式-その他 | 1.21% | — | +14.85% | |
| 42 | RRR | Red Rock Resorts Inc-class A | 株式-その他 | 1.19% | -0.51% | EXIT | |
| 43 | SPB | Spectrum Brands Holdings INC | 株式-その他 | 1.13% | — | -47.54% | |
| 44 | CF | Cf Industries Holdings INC | 株式-素材 | 1.05% | — | -0.64% | |
| 45 | FROG | JFrog Ltd. | 株式-IT | 0.98% | — | +3.24% | |
| 46 | GPI | Group 1 Automotive INC | 株式-一般消費財 | 0.93% | — | -0.64% | |
| 47 | NTRA | Natera INC | 株式-ヘルスケア | 0.84% | — | +284.09% | |
| 48 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.84% | — | -22.31% | |
| 49 | RBAGBP | Ritchie Bros Auctioneers | 株式-その他 | 0.76% | — | — | |
| 50 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 0.75% | — | +10.79% |