CIK: 0001732008
申告総資産額
$17.5億
| # | 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 | MA | Mastercard INC - A | 株式-金融 | 13.23% | +0.22% | +24.16% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.69% | — | +23.97% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 9.10% | -0.06% | +24.21% | |
| 4 | BKNG | Booking Holdings INC | 株式-一般消費財 | 7.51% | -0.62% | +24.05% | |
| 5 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 7.11% | — | +24.27% | |
| 6 | CME | Cme Group INC | 株式-金融 | 6.26% | +1.86% | +24.18% | |
| 7 | MCO | Moody's CORP | 株式-金融 | 6.11% | — | +24.00% | |
| 8 | NKE | Nike INC -cl B | 株式-一般消費財 | 5.42% | +0.01% | +24.14% | |
| 9 | CL | Colgate-palmolive Co | 株式-生活必需品 | 5.25% | +1.44% | +24.11% | |
| 10 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 4.65% | — | +24.13% | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 4.48% | -0.22% | +24.20% | |
| 12 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 4.11% | +1.40% | +18.15% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 4.04% | — | +24.19% | |
| 14 | ILMN | Illumina INC | 株式-ヘルスケア | 3.98% | +0.75% | +24.14% | |
| 15 | TIFEUR | Tiffany & Co | 株式-その他 | 3.91% | — | +24.18% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.17% | -0.09% | — | |
| 17 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.12% | -0.04% | +0.71% | |
| 18 | BAP | Credicorp Ltd. | 株式-金融 | 0.78% | — | +1.61% | |
| 19 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 0.54% | — | +1.61% | |
| 20 | ✓ | Luxoft Holding INC | 株式-その他 | 0.44% | — | +4.08% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.11% | -0.03% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | +1.1% | +24.16% | 増加 |
| 2 | ILMN | Illumina INC | +0.8% | +24.14% | 増加 |
| 3 | ULTA | Ulta Beauty INC | +0.6% | +24.13% | 増加 |
| 4 | UNH | Unitedhealth Group INC | +0.4% | +24.21% | 増加 |
| 5 | ADP | Automatic Data Processing | +0.3% | +24.20% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +23.97% | 増加 |
| 7 | NKE | Nike INC -cl B | +0.1% | +24.14% | 増加 |
| 8 | SYK | Stryker CORP | +0.1% | +24.19% | 増加 |
| 9 | ✓ | Luxoft Holding INC | 0% | +4.08% | 増加 |
| 10 | CME | Cme Group INC | 0% | +24.18% | 増加 |
| 11 | CL | Colgate-palmolive Co | 0% | +24.11% | 増加 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | — | 変化なし |
| 13 | MELI | Mercadolibre INC | -0.1% | +0.71% | 増加 |
| 14 | BAP | Credicorp Ltd. | -0.2% | +1.61% | 増加 |
| 15 | TIFEUR | Tiffany & Co | -0.2% | +24.18% | 増加 |
| 16 | CTRPUSD | Ctrip.com International-adr | -0.3% | +1.61% | 増加 |
| 17 | MCO | Moody's CORP | -0.4% | +24.00% | 増加 |
| 18 | CTSH | Cognizant Tech Solutions-a | -0.5% | +24.27% | 増加 |
| 19 | BKNG | Booking Holdings INC | -0.5% | +24.05% | 増加 |
| 20 | YUMC | Yum China Holdings INC | -0.8% | +18.15% | 増加 |
| 21 | INFY | Infosys Ltd-sp Adr | — | EXIT | 全売却 |
| 22 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新規購入 |