CIK: 0001569137
申告総資産額
$4.3億
| # | 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 | FROG | JFrog Ltd. | 株式-IT | 6.94% | -9.04% | +7.64% | |
| 2 | MPWR | Monolithic Power Systems INC | 株式-IT | 5.94% | +4.35% | -4.72% | |
| 3 | GLOB | Globant S.A. | 株式-IT | 4.96% | — | -20.54% | |
| 4 | LFUS | Littelfuse INC | 株式-IT | 4.42% | +1.35% | -9.14% | |
| 5 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 4.41% | — | +0.24% | |
| 6 | PAX | Patria Investments Limited | 株式-その他 | 3.51% | -0.45% | -3.00% | |
| 7 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 3.34% | -0.77% | +4.17% | |
| 8 | NET | Cloudflare INC - Class A | 株式-IT | 2.73% | -2.23% | EXIT | |
| 9 | ✓ | Cyberark Software LTD | 株式-その他 | 2.60% | — | +29.41% | |
| 10 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 2.52% | — | — | |
| 11 | PJT | Pjt Partners INC - A | 株式-金融 | 2.51% | — | -13.28% | |
| 12 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 2.43% | — | +4.23% | |
| 13 | DAVA | Endava Plc- Spon Adr | 株式-その他 | 2.01% | — | +92.44% | |
| 14 | TBBB | BBB Foods Inc. | 株式-その他 | 1.89% | +2.66% | — | |
| 15 | DSGX | Descartes Systems Grp/the | 株式-IT | 1.79% | -3.48% | +9.68% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.68% | — | -4.23% | |
| 17 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 1.67% | — | -10.41% | |
| 18 | NVMI | Nova Ltd. | 株式-その他 | 1.58% | — | -1.44% | |
| 19 | FIVE | Five Below | 株式-一般消費財 | 1.33% | -0.68% | +63.90% | |
| 20 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.23% | — | +17.77% | |
| 21 | QLYS | Qualys INC | 株式-IT | 1.14% | -0.60% | EXIT | |
| 22 | EVR | Evercore INC - A | 株式-金融 | 1.12% | — | -8.54% | |
| 23 | DOCN | Digitalocean Holdings INC | 株式-IT | 1.11% | — | -13.13% | |
| 24 | STN | Stantec INC | 株式-その他 | 1.11% | -1.45% | EXIT | |
| 25 | NVT | nVent Electric plc | 株式-資本財 | 1.10% | — | — | |
| 26 | NVEEUSD | Nv5 Global INC | 株式-その他 | 1.02% | — | -7.18% | |
| 27 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 0.97% | — | — | |
| 28 | BURL | Burlington Stores INC | 株式-一般消費財 | 0.94% | -0.41% | +177.90% | |
| 29 | RPC | Ridgepost Capital Inc-a | 株式-その他 | 0.94% | -0.60% | EXIT | |
| 30 | SLAB | Silicon Laboratories INC | 株式-IT | 0.93% | -1.68% | EXIT | |
| 31 | STVN | Stevanato Group S.p.A. | 株式-その他 | 0.84% | — | — | |
| 32 | PD | Pagerduty INC | 株式-その他 | 0.82% | — | -15.15% | |
| 33 | PODD | Insulet CORP | 株式-ヘルスケア | 0.82% | — | +14.27% | |
| 34 | SITM | Sitime CORP | 株式-IT | 0.82% | — | -13.30% | |
| 35 | ETSY | Etsy INC | 株式-一般消費財 | 0.82% | — | -3.83% | |
| 36 | YETI | Yeti Holdings INC | 株式-一般消費財 | 0.79% | -0.30% | EXIT | |
| 37 | GIC | Global Industrial Co | 株式-その他 | 0.78% | — | -5.65% | |
| 38 | ARES | Ares Management CORP - A | 株式-金融 | 0.77% | — | -18.46% | |
| 39 | NEOG | Neogen CORP | 株式-ヘルスケア | 0.76% | — | -1.52% | |
| 40 | ✓ | Vinci Partners Invts LTD | 株式-その他 | 0.75% | — | — | |
| 41 | HQY | Healthequity INC | 株式-ヘルスケア | 0.73% | -0.05% | +80.04% | |
| 42 | DORM | Dorman Products INC | 株式-一般消費財 | 0.73% | — | +832.29% | |
| 43 | CWAN | Clearwater Analytics Holdings, Inc. | 株式-IT | 0.71% | — | +81.26% | |
| 44 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.70% | — | -25.46% | |
| 45 | ATRC | Atricure INC | 株式-その他 | 0.68% | +0.80% | +8.16% | |
| 46 | PACS | Pacs Group INC | 株式-その他 | 0.67% | — | — | |
| 47 | HLI | Houlihan Lokey INC | 株式-金融 | 0.64% | — | -17.50% | |
| 48 | SHLS | Shoals Technologies Group -a | 株式-その他 | 0.63% | — | +14.99% | |
| 49 | PWP | Perella Weinberg Partners | 株式-その他 | 0.62% | +0.27% | -8.27% | |
| 50 | VTMX | CORP Inmobiliaria Vesta-adr | 株式-その他 | 0.61% | — | +6.84% |