CIK: 0001397545
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 | KMX | Carmax INC | 株式-一般消費財 | 4.60% | — | +13.72% | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 4.28% | — | -19.89% | |
| 3 | ✓ | 株式-その他 | 4.28% | — | -13.39% | ||
| 4 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 4.27% | — | +8.67% | |
| 5 | CRM | Salesforce INC | 株式-IT | 4.22% | — | -3.23% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.10% | — | -14.24% | |
| 7 | TYL | Tyler Technologies INC | 株式-IT | 4.09% | — | — | |
| 8 | ADBE | Adobe INC | 株式-IT | 4.09% | — | -0.33% | |
| 9 | ROKU | Roku INC | 株式-通信サービス | 4.07% | — | -33.49% | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 4.06% | — | -18.02% | |
| 11 | BFH | Bread Financial Holdings INC | 株式-金融 | 4.04% | — | +8.72% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.03% | — | -9.97% | |
| 13 | EXPE | Expedia Group INC | 株式-一般消費財 | 3.99% | — | +3.20% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.83% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.82% | — | -4.67% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 3.80% | — | -16.26% | |
| 17 | RH | Rh | 株式-一般消費財 | 3.46% | — | -9.55% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 2.59% | — | -11.56% | |
| 19 | SCOR1EUR | Comscore INC | 株式-その他 | 2.36% | — | -2.87% | |
| 20 | STMP | Stamps.com INC | 株式-その他 | 2.09% | — | +3.11% | |
| 21 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.95% | — | -12.14% | |
| 22 | PTC | Ptc INC | 株式-IT | 1.91% | — | +3.66% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.89% | — | — | |
| 24 | WP | Worldpay Inc-class A | 株式-その他 | 1.89% | — | -13.74% | |
| 25 | PFPT | Proofpoint INC | 株式-その他 | 1.84% | — | -18.15% | |
| 26 | ✓ | Pivotal Software INC | 株式-その他 | 1.83% | — | -8.49% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.79% | — | -0.20% | |
| 28 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.70% | — | -21.52% | |
| 29 | PVH | Pvh CORP | 株式-一般消費財 | 1.69% | — | -11.06% | |
| 30 | LILA | Liberty Latin America Ltd. | 株式-その他 | 1.54% | — | — | |
| 31 | SE | Sea Ltd-adr | 株式-通信サービス | 1.33% | — | -6.76% | |
| 32 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.07% | — | — | |
| 33 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.98% | — | — | |
| 34 | SFLY | Shutterfly LLC | 株式-その他 | 0.88% | — | -72.37% | |
| 35 | GSATUSD | Globalstar INC | 株式-その他 | 0.71% | — | -4.36% | |
| 36 | IMAX | Imax CORP | 株式-その他 | 0.55% | — | -55.93% | |
| 37 | COOL1EUR | Polarityte INC | 株式-その他 | 0.39% | — | -20.60% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ROKU | Roku INC | +0.9% | -33.49% | 減少 |
| 2 | KMX | Carmax INC | +0.6% | +13.72% | 増加 |
| 3 | DKS | Dick's Sporting Goods INC | +0.6% | +8.67% | 増加 |
| 4 | SE | Sea Ltd-adr | +0.6% | -6.76% | 減少 |
| 5 | BFH | Bread Financial Holdings INC | +0.5% | +8.72% | 増加 |
| 6 | ✓ | +0.5% | -13.39% | 減少 | |
| 7 | SCOR1EUR | Comscore INC | +0.5% | -2.87% | 減少 |
| 8 | LILA | Liberty Latin America Ltd. | +0.3% | — | 変化なし |
| 9 | WP | Worldpay Inc-class A | +0.3% | -13.74% | 減少 |
| 10 | ADBE | Adobe INC | +0.3% | -0.33% | 減少 |
| 11 | JD | Jd.com Inc-adr | +0.3% | -12.14% | 減少 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -14.24% | 減少 |
| 13 | PFPT | Proofpoint INC | +0.1% | -18.15% | 減少 |
| 14 | AMZN | Amazon.com INC | +0.1% | -4.67% | 減少 |
| 15 | ✓ | Pivotal Software INC | +0.1% | -8.49% | 減少 |
| 16 | PTC | Ptc INC | +0.1% | +3.66% | 増加 |
| 17 | PVH | Pvh CORP | +0.1% | -11.06% | 減少 |
| 18 | CRM | Salesforce INC | +0.1% | -3.23% | 減少 |
| 19 | NKE | Nike INC -cl B | +0.1% | -0.20% | 減少 |
| 20 | NFLX | Netflix INC | 0% | -18.02% | 減少 |
| 21 | EXPE | Expedia Group INC | -0.1% | +3.20% | 増加 |
| 22 | LULU | Lululemon Athletica INC | -0.1% | -21.52% | 減少 |
| 23 | PYPL | Paypal Holdings INC | -0.3% | -16.26% | 減少 |
| 24 | PANW | Palo Alto Networks INC | -0.3% | -19.89% | 減少 |
| 25 | COOL1EUR | Polarityte INC | -0.3% | -20.60% | 減少 |
| 26 | GOOG | Alphabet Inc-cl C | -0.3% | -9.97% | 減少 |
| 27 | GSATUSD | Globalstar INC | -0.5% | -4.36% | 減少 |
| 28 | IMAX | Imax CORP | -0.6% | -55.93% | 減少 |
| 29 | TSLA | Tesla INC | -1.3% | -11.56% | 減少 |
| 30 | RH | Rh | -1.4% | -9.55% | 減少 |
| 31 | STMP | Stamps.com INC | -2.2% | +3.11% | 増加 |
| 32 | SFLY | Shutterfly LLC | -2.6% | -72.37% | 減少 |
| 33 | TYL | Tyler Technologies INC | — | NEW | 新規購入 |
| 34 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 35 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 36 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 37 | SCHW | Schwab (charles) CORP | — | EXIT | 全売却 |
| 38 | ✓ | Ultimate Software Group INC | — | EXIT | 全売却 |
| 39 | SSNC | Ss&c Technologies Holdings | — | NEW | 新規購入 |
| 40 | ULTA | Ulta Beauty INC | — | NEW | 新規購入 |
| 41 | ACHC | Acadia Healthcare Co INC | — | EXIT | 全売却 |