CIK: 0000911270
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 | AMZN | Amazon.com INC | 株式-一般消費財 | 12.48% | — | -0.77% | |
| 2 | CRM | Salesforce INC | 株式-IT | 9.09% | — | -0.70% | |
| 3 | WDAY | Workday Inc-class A | 株式-IT | 7.49% | — | +7.31% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 6.83% | — | -15.19% | |
| 5 | P | Everpure Inc-a | 株式-IT | 6.72% | — | +15.23% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.22% | — | -1.84% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.97% | +0.01% | +0.31% | |
| 8 | SPLKCHF | Splunk INC | 株式-その他 | 5.52% | — | +22.95% | |
| 9 | PANW | Palo Alto Networks INC | 株式-IT | 5.18% | — | -1.68% | |
| 10 | NOW | Servicenow INC | 株式-IT | 5.00% | — | -22.31% | |
| 11 | MELI | Mercadolibre INC | 株式-一般消費財 | 4.98% | -0.01% | -1.59% | |
| 12 | TEAM | Atlassian Corporation | 株式-IT | 4.93% | — | -1.84% | |
| 13 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 3.06% | — | -2.77% | |
| 14 | NEWREUR | New Relic INC | 株式-その他 | 3.04% | — | +28.18% | |
| 15 | PFPT | Proofpoint INC | 株式-その他 | 2.16% | — | -2.69% | |
| 16 | Z | Zillow Group INC - C | 株式-通信サービス | 2.11% | — | -2.80% | |
| 17 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.85% | — | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | -23.48% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | — | |
| 20 | INTC | Intel CORP | 株式-IT | 0.55% | — | — | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | — | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.50% | — | — | |
| 23 | ✓ | AbbVie Inc. | 株式-その他 | 0.49% | — | — | |
| 24 | GIS | General Mills INC | 株式-生活必需品 | 0.48% | — | — | |
| 25 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 0.44% | — | — | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 0.38% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.37% | -0.01% | — | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | — | — | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | — | — | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.32% | — | — | |
| 31 | ✓ | EOG Resources | 株式-その他 | 0.30% | — | — | |
| 32 | HAL | Halliburton Co | 株式-エネルギー | 0.30% | — | — | |
| 33 | GWRE | Guidewire Software INC | 株式-IT | 0.29% | — | — | |
| 34 | SU | Suncor Energy INC | 株式-エネルギー | 0.24% | — | — | |
| 35 | ✓ | 3m Company | 株式-その他 | 0.23% | — | — | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.22% | — | — | |
| 37 | ✓ | Target CP | 株式-その他 | 0.22% | — | — | |
| 38 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.21% | — | — | |
| 39 | INTU | Intuit INC | 株式-IT | 0.18% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPLKCHF | Splunk INC | +1.4% | +22.95% | 増加 |
| 2 | WDAY | Workday Inc-class A | +1.3% | +7.31% | 増加 |
| 3 | NEWREUR | New Relic INC | +1% | +28.18% | 増加 |
| 4 | MELI | Mercadolibre INC | +0.8% | -1.59% | 減少 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +0.31% | 増加 |
| 6 | CRM | Salesforce INC | +0.5% | -0.70% | 減少 |
| 7 | AMZN | Amazon.com INC | +0.5% | -0.77% | 減少 |
| 8 | TEAM | Atlassian Corporation | +0.4% | -1.84% | 減少 |
| 9 | VEEV | Veeva Systems Inc-class A | +0.2% | -2.77% | 減少 |
| 10 | AAPL | Apple INC | 0% | — | 変化なし |
| 11 | V | Visa Inc-class A Shares | 0% | — | 変化なし |
| 12 | ABT | Abbott Laboratories | 0% | — | 変化なし |
| 13 | GWRE | Guidewire Software INC | 0% | — | 変化なし |
| 14 | LLY | Eli Lilly & Co | — | — | 変化なし |
| 15 | ✓ | 3m Company | 0% | — | 変化なし |
| 16 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 17 | MRK | Merck & Co., Inc. | 0% | — | 変化なし |
| 18 | INTU | Intuit INC | 0% | — | 変化なし |
| 19 | RDS-A | Shell Plc-spon Adr-a | 0% | — | 変化なし |
| 20 | ADP | Automatic Data Processing | 0% | — | 変化なし |
| 21 | ✓ | AbbVie Inc. | 0% | — | 変化なし |
| 22 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 23 | SU | Suncor Energy INC | -0.1% | — | 変化なし |
| 24 | ✓ | EOG Resources | -0.1% | — | 変化なし |
| 25 | HAL | Halliburton Co | -0.1% | — | 変化なし |
| 26 | INTC | Intel CORP | -0.1% | — | 変化なし |
| 27 | SLB | Slb LTD | -0.1% | — | 変化なし |
| 28 | GIS | General Mills INC | -0.1% | — | 変化なし |
| 29 | BRK-B | Berkshire Hathaway Inc. | -0.1% | — | 変化なし |
| 30 | ✓ | Target CP | -0.1% | — | 変化なし |
| 31 | AEP | American Electric Power Company, Inc. | -0.1% | — | 変化なし |
| 32 | PFPT | Proofpoint INC | -0.2% | -2.69% | 減少 |
| 33 | GOOG | Alphabet Inc-cl C | -0.3% | -23.48% | 減少 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.5% | -1.84% | 減少 |
| 35 | Z | Zillow Group INC - C | -0.5% | -2.80% | 減少 |
| 36 | NFLX | Netflix INC | -0.8% | -15.19% | 減少 |
| 37 | P | Everpure Inc-a | -0.8% | +15.23% | 増加 |
| 38 | NOW | Servicenow INC | -1.2% | -22.31% | 減少 |
| 39 | PANW | Palo Alto Networks INC | -1.4% | -1.68% | 減少 |
| 40 | ✓ | Nimble Storage, Inc. | — | EXIT | 全売却 |