CIK: 0000820289
申告総資産額
$5990.9万
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.56% | — | — | |
| 2 | OPLN | Openlane INC | 株式-その他 | 2.49% | — | +38.27% | |
| 3 | AVGO | Broadcom Inc. | 株式-IT | 2.49% | — | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.19% | — | +0.08% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.09% | — | +6.38% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.06% | — | -22.02% | |
| 7 | CRM | Salesforce INC | 株式-IT | 2.02% | — | +35.88% | |
| 8 | EA | Electronic Arts INC | 株式-通信サービス | 1.97% | — | +7.78% | |
| 9 | GWRE | Guidewire Software INC | 株式-IT | 1.88% | — | — | |
| 10 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.80% | — | +81.82% | |
| 11 | IART | Integra Lifesciences Holding | 株式-その他 | 1.78% | — | +0.90% | |
| 12 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 1.74% | — | -6.28% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.73% | — | — | |
| 14 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.67% | — | -26.18% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.64% | — | — | |
| 16 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.62% | — | — | |
| 17 | MBLY | Mobileye Global Inc. | 株式-その他 | 1.61% | — | — | |
| 18 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.59% | — | — | |
| 19 | VFC | Vf CORP | 株式-一般消費財 | 1.59% | — | -0.09% | |
| 20 | SWKS | Skyworks Solutions INC | 株式-IT | 1.55% | — | +44.67% | |
| 21 | ✓ | 株式-その他 | 1.54% | — | +166.78% | ||
| 22 | ✓ | 株式-その他 | 1.53% | — | — | ||
| 23 | ALL | Allstate CORP | 株式-金融 | 1.53% | — | +0.10% | |
| 24 | FNF | Fidelity National Financial | 株式-金融 | 1.53% | — | +0.32% | |
| 25 | CME | Cme Group INC | 株式-金融 | 1.52% | — | — | |
| 26 | GPN | Global Payments INC | 株式-資本財 | 1.50% | — | — | |
| 27 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.49% | — | — | |
| 28 | ✓ | Luxoft Holding INC | 株式-その他 | 1.49% | — | -11.46% | |
| 29 | ACHC | Acadia Healthcare Co INC | 株式-その他 | 1.47% | — | +26.40% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.45% | — | — | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 1.44% | — | +397.06% | |
| 32 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.41% | — | +114.29% | |
| 33 | CHTR | Charter Communications, Inc. | 株式-通信サービス | 1.41% | — | — | |
| 34 | DAL | Delta Air Lines INC | 株式-資本財 | 1.41% | — | -30.31% | |
| 35 | HELE | Helen of Troy Limited | 株式-その他 | 1.41% | — | +0.23% | |
| 36 | AEO | American Eagle Outfitters | 株式-一般消費財 | 1.40% | — | +0.62% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.39% | — | -1.90% | |
| 38 | AMSGEUR | Amsurg CORP | 株式-その他 | 1.36% | — | — | |
| 39 | WAB | Wabtec CORP | 株式-資本財 | 1.34% | — | — | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.34% | — | +30.78% | |
| 41 | SGI | Somnigroup International INC | 株式-一般消費財 | 1.32% | — | +27.88% | |
| 42 | PANW | Palo Alto Networks INC | 株式-IT | 1.31% | — | — | |
| 43 | ALLE | Allegion plc | 株式-資本財 | 1.25% | — | — | |
| 44 | DY | Dycom Industries INC | 株式-資本財 | 1.22% | — | — | |
| 45 | MUSA | Murphy USA INC | 株式-一般消費財 | 1.21% | — | +26.99% | |
| 46 | BB | BlackBerry Limited | 株式-その他 | 1.15% | — | -0.28% | |
| 47 | ✓ | Orbital Atk Inc | 株式-その他 | 1.15% | — | — | |
| 48 | ✓ | Advisory Brd Co | 株式-その他 | 1.05% | — | -36.43% | |
| 49 | SBH | Sally Beauty Holdings INC | 株式-その他 | 0.99% | — | — | |
| 50 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 0.97% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +1.2% | +397.06% | 増加 |
| 2 | ATVIEUR | Activision Blizzard INC | +1% | +81.82% | 増加 |
| 3 | ✓ | +1% | +166.78% | 増加 | |
| 4 | OPLN | Openlane INC | +0.8% | +38.27% | 増加 |
| 5 | ORLY | O'reilly Automotive INC | +0.8% | +114.29% | 増加 |
| 6 | CRM | Salesforce INC | +0.7% | +35.88% | 増加 |
| 7 | PFE | Pfizer INC | -1.5% | -99.28% | 減少 |
| 8 | CMCSA | Comcast Corp-class A | -1.8% | -99.30% | 減少 |
| 9 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |
| 10 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 11 | DKS | Dick's Sporting Goods INC | — | EXIT | 全売却 |
| 12 | INFNEUR | Infinera CORP | — | EXIT | 全売却 |
| 13 | MBLY | Mobileye Global Inc. | — | NEW | 新規購入 |
| 14 | MAN | Manpowergroup INC | — | EXIT | 全売却 |
| 15 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 16 | VMC | Vulcan Materials Co | — | EXIT | 全売却 |
| 17 | TGT | Target CORP | — | EXIT | 全売却 |
| 18 | ✓ | — | EXIT | 全売却 | |
| 19 | GPN | Global Payments INC | — | NEW | 新規購入 |
| 20 | EL | Estee Lauder Companies-cl A | — | NEW | 新規購入 |
| 21 | HLT | Hilton Worldwide Holdings Inc. | — | EXIT | 全売却 |
| 22 | SHOO | Steven Madden LTD | — | EXIT | 全売却 |
| 23 | AMSGEUR | Amsurg CORP | — | NEW | 新規購入 |
| 24 | ✓ | Qlik Technologies INC | — | EXIT | 全売却 |
| 25 | GIII | G-iii Apparel Group LTD | — | EXIT | 全売却 |
| 26 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 27 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 28 | MLM | Martin Marietta Materials | — | EXIT | 全売却 |
| 29 | ALLE | Allegion plc | — | NEW | 新規購入 |
| 30 | DY | Dycom Industries INC | — | NEW | 新規購入 |
| 31 | ✓ | Orbital Atk Inc | — | NEW | 新規購入 |
| 32 | AAPL | Apple INC | — | EXIT | 全売却 |
| 33 | HCA | Hca Healthcare INC | — | EXIT | 全売却 |
| 34 | SBH | Sally Beauty Holdings INC | — | NEW | 新規購入 |
| 35 | BOX | Box INC - Class A | — | NEW | 新規購入 |
| 36 | PEB | Pebblebrook Hotel Trust | — | EXIT | 全売却 |
| 37 | TEAM | Atlassian Corporation | — | NEW | 新規購入 |
| 38 | CROX | Crocs INC | — | EXIT | 全売却 |
| 39 | ✓ | U S G CORP | — | NEW | 新規購入 |
| 40 | AMBA | Ambarella, Inc. | — | NEW | 新規購入 |
| 41 | ✓ | Ldr Hldg CORP | — | EXIT | 全売却 |
| 42 | ✓ | Ruckus Wireless INC | — | EXIT | 全売却 |
| 43 | LOGMEUR | Logmein INC | — | NEW | 新規購入 |
| 44 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 45 | TREE | Lendingtree INC | — | NEW | 新規購入 |
| 46 | QLYS | Qualys INC | — | NEW | 新規購入 |
| 47 | ✓ | Mcdermott Intl INC | — | EXIT | 全売却 |
| 48 | GCO | Genesco INC | — | NEW | 新規購入 |
| 49 | APOG | Apogee Enterprises INC | — | NEW | 新規購入 |
| 50 | SPLKCHF | Splunk INC | — | NEW | 新規購入 |