CIK: 0001742435
申告総資産額
$13.6億
上位200銘柄を表示中（全728銘柄）
| # | 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 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 4.63% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.01% | +0.01% | — | |
| 3 | 0VVB | Paramount Global-class B | 株式-その他 | 2.53% | — | +79.03% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 2.10% | — | -39.66% | |
| 5 | RH | Rh | 株式-一般消費財 | 1.85% | — | +1576.87% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | — | +0.06% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 1.35% | — | — | |
| 8 | ACN | Accenture plc | 株式-IT | 1.32% | — | -34.07% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | — | -74.70% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.23% | — | -21.95% | |
| 11 | DISCAUSD | Discovery INC - A | 株式-その他 | 1.22% | — | — | |
| 12 | ILMN | Illumina INC | 株式-ヘルスケア | 1.21% | — | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | — | |
| 14 | KSUEUR | Kansas City Southern | 株式-その他 | 1.14% | — | +68.61% | |
| 15 | TXN | Texas Instruments INC | 株式-IT | 1.02% | — | -46.37% | |
| 16 | TGT | Target CORP | 株式-一般消費財 | 0.99% | — | -54.92% | |
| 17 | TWTRUSD | Twitter INC | 株式-その他 | 0.97% | — | — | |
| 18 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 0.96% | — | +716.28% | |
| 19 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.94% | — | — | |
| 20 | ROKU | Roku INC | 株式-通信サービス | 0.90% | — | -57.30% | |
| 21 | MDB | Mongodb INC | 株式-IT | 0.84% | — | +21.98% | |
| 22 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.81% | — | +308.05% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 0.80% | — | — | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 0.76% | — | +10864.29% | |
| 25 | AON | Aon plc | 株式-金融 | 0.75% | — | — | |
| 26 | DELL | Dell Technologies -c | 株式-IT | 0.70% | — | -32.93% | |
| 27 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.70% | — | — | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.69% | — | — | |
| 29 | BAX | Baxter International INC | 株式-ヘルスケア | 0.67% | — | +552.17% | |
| 30 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.67% | — | -30.82% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 0.65% | — | — | |
| 32 | COUPEUR | Coupa Software INC | 株式-その他 | 0.63% | — | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.61% | — | +426.82% | |
| 34 | FISV | Fiserv INC | 株式-その他 | 0.60% | — | +126.29% | |
| 35 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.59% | — | — | |
| 36 | ✓ | 株式-その他 | 0.57% | — | — | ||
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.56% | — | -34.40% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.55% | — | -60.06% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.54% | — | -54.75% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.54% | — | +412.83% | |
| 41 | RNG | Ringcentral Inc-class A | 株式-IT | 0.53% | — | +508.88% | |
| 42 | JOYY | Joyy Inc-adr | 株式-その他 | 0.52% | — | +864.80% | |
| 43 | SPGI | S&p Global INC | 株式-金融 | 0.52% | — | — | |
| 44 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.52% | — | +71.94% | |
| 45 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.50% | — | — | |
| 46 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.49% | — | +23.96% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | +100.53% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.48% | — | — | |
| 49 | MRNA | Moderna INC | 株式-ヘルスケア | 0.46% | — | -72.62% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.46% | — | +201.92% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | 0VVB | Paramount Global-class B | +2% | +79.03% | 増加 |
| 2 | RH | Rh | +1.8% | +1576.87% | 増加 |
| 3 | TAL | Tal Education Group- Adr | +0.9% | +716.28% | 増加 |
| 4 | BA | Boeing Co/the | +0.7% | -39.66% | 減少 |
| 5 | TGT | Target CORP | +0.1% | -54.92% | 減少 |
| 6 | ROKU | Roku INC | -0.1% | -57.30% | 減少 |
| 7 | MRNA | Moderna INC | -0.2% | -72.62% | 減少 |
| 8 | ORCL | Oracle CORP | -0.5% | -89.28% | 減少 |
| 9 | IHS | Ihs Markit LTD | -0.5% | -98.09% | 減少 |
| 10 | ZS | Zscaler INC | -0.5% | -92.78% | 減少 |
| 11 | CMG | Chipotle Mexican Grill INC | -0.5% | -97.41% | 減少 |
| 12 | RP | Realpage INC | -0.7% | -91.82% | 減少 |
| 13 | AMZN | Amazon.com INC | -1.2% | -74.70% | 減少 |
| 14 | CRWD | Crowdstrike Holdings INC - A | -1.2% | -98.82% | 減少 |
| 15 | FDX | Fedex CORP | -1.3% | -93.27% | 減少 |
| 16 | GOOG | Alphabet Inc-cl C | -1.3% | -95.85% | 減少 |
| 17 | ZM | Zoom Communications INC | -1.5% | -93.81% | 減少 |
| 18 | BABA | Alibaba Group Holding-sp Adr | -2.2% | -94.32% | 減少 |
| 19 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 20 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 21 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 22 | WORK | Slack Technologies Inc- Cl A | — | EXIT | 全売却 |
| 23 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 24 | PTON | Peloton Interactive Inc-a | — | EXIT | 全売却 |
| 25 | UBER | Uber Technologies INC | — | EXIT | 全売却 |
| 26 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 27 | NKE | Nike INC -cl B | — | EXIT | 全売却 |
| 28 | ENPH | Enphase Energy INC | — | EXIT | 全売却 |
| 29 | TTD | Trade Desk Inc/the -class A | — | EXIT | 全売却 |
| 30 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 31 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 32 | TIFEUR | Tiffany & Co | — | EXIT | 全売却 |
| 33 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 34 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 35 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 36 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 37 | DISCAUSD | Discovery INC - A | — | NEW | 新規購入 |
| 38 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 39 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 40 | TMUS | T-mobile US INC | — | EXIT | 全売却 |
| 41 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 42 | STNE | StoneCo Ltd. | — | EXIT | 全売却 |
| 43 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 44 | JPM | Jpmorgan Chase & Co | — | EXIT | 全売却 |
| 45 | PINS | Pinterest Inc- Class A | — | EXIT | 全売却 |
| 46 | LOW | Lowe's Cos INC | — | EXIT | 全売却 |
| 47 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 48 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |
| 49 | SNAP | Snap INC - A | — | EXIT | 全売却 |
| 50 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |