CIK: 0001635409
申告総資産額
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| # | 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 | 5.56% | — | — | |
| 2 | BL | Blackline INC | 株式-IT | 5.50% | — | — | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.34% | — | -8.41% | |
| 4 | SSNC | Ss&c Technologies Holdings | 株式-IT | 5.31% | — | -31.47% | |
| 5 | TNET | Trinet Group INC | 株式-その他 | 5.08% | — | -17.90% | |
| 6 | EFX | Equifax INC | 株式-資本財 | 5.06% | — | — | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.39% | — | -11.11% | |
| 8 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 4.20% | — | — | |
| 9 | CTAS | Cintas CORP | 株式-資本財 | 4.11% | — | — | |
| 10 | RP | Realpage INC | 株式-その他 | 3.85% | — | — | |
| 11 | ADBE | Adobe INC | 株式-IT | 3.78% | — | +26.98% | |
| 12 | IHS | Ihs Markit LTD | 株式-その他 | 3.76% | — | — | |
| 13 | CRM | Salesforce INC | 株式-IT | 3.72% | — | — | |
| 14 | CLVT | Clarivate Plc | 株式-その他 | 3.67% | — | — | |
| 15 | SHOP | Shopify INC - Class A | 株式-IT | 3.47% | — | — | |
| 16 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 3.46% | — | — | |
| 17 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 3.41% | — | +1.11% | |
| 18 | CPRT | Copart INC | 株式-資本財 | 3.37% | — | — | |
| 19 | MSCI | Msci INC | 株式-金融 | 3.37% | — | — | |
| 20 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 3.12% | — | — | |
| 21 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.05% | — | -39.58% | |
| 22 | CDK | Cdk Global INC | 株式-その他 | 2.91% | — | — | |
| 23 | ICE | Intercontinental Exchange In | 株式-金融 | 2.87% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 2.81% | — | — | |
| 25 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.78% | — | — | |
| 26 | OKTA | Okta INC | 株式-IT | 2.06% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | RP | Realpage INC | +1% | — | 変化なし |
| 2 | ADBE | Adobe INC | +0.5% | +26.98% | 増加 |
| 3 | EFX | Equifax INC | +0.4% | — | 変化なし |
| 4 | MSCI | Msci INC | +0.3% | — | 変化なし |
| 5 | CPRT | Copart INC | +0.2% | — | 変化なし |
| 6 | CDK | Cdk Global INC | +0.1% | — | 変化なし |
| 7 | GLPI | Gaming And Leisure Propertie | +0.1% | +1.11% | 増加 |
| 8 | FLT1EUR | Fleetcor Technologies INC | 0% | — | 変化なし |
| 9 | ICE | Intercontinental Exchange In | 0% | — | 変化なし |
| 10 | IHS | Ihs Markit LTD | 0% | — | 変化なし |
| 11 | TNET | Trinet Group INC | -0.1% | -17.90% | 減少 |
| 12 | TW | Tradeweb Markets Inc-class A | -0.2% | — | 変化なし |
| 13 | CTAS | Cintas CORP | -0.3% | — | 変化なし |
| 14 | VEEV | Veeva Systems Inc-class A | -0.5% | — | 変化なし |
| 15 | AMZN | Amazon.com INC | -0.6% | — | 変化なし |
| 16 | CLVT | Clarivate Plc | -0.7% | — | 変化なし |
| 17 | META | Meta Platforms Inc-class A | -1% | -8.41% | 減少 |
| 18 | CRM | Salesforce INC | -1.1% | — | 変化なし |
| 19 | BKNG | Booking Holdings INC | -1.4% | -39.58% | 減少 |
| 20 | SSNC | Ss&c Technologies Holdings | -2% | -31.47% | 減少 |
| 21 | BABA | Alibaba Group Holding-sp Adr | -2.7% | -11.11% | 減少 |
| 22 | BL | Blackline INC | — | NEW | 新規購入 |
| 23 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 24 | LVS | Las Vegas Sands CORP | — | NEW | 新規購入 |
| 25 | NEWREUR | New Relic INC | — | EXIT | 全売却 |
| 26 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 27 | FWONKUSD | Liberty Media Corp-liberty-c | — | EXIT | 全売却 |
| 28 | PAGS | PagSeguro Digital Ltd. | — | EXIT | 全売却 |
| 29 | OKTA | Okta INC | — | NEW | 新規購入 |