CIK: 0001619844
申告総資産額
$37.7億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 14.19% | -0.04% | +73.92% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 13.67% | -2.06% | +32.22% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 13.61% | +1.72% | +10.86% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.20% | -3.25% | +1.94% | |
| 5 | PYPL | Paypal Holdings INC | 株式-金融 | 9.36% | — | +9.87% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 8.85% | +0.27% | +24.07% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 8.59% | +0.15% | +3.46% | |
| 8 | INTU | Intuit INC | 株式-IT | 6.92% | -1.24% | EXIT | |
| 9 | CRM | Salesforce INC | 株式-IT | 5.80% | — | +98.35% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.18% | -0.30% | +1.55% | |
| 11 | WDAY | Workday Inc-class A | 株式-IT | 1.63% | — | +43.27% | |
| 12 | MKTX | Marketaxess Holdings INC | 株式-金融 | 1.07% | — | +91.75% | |
| 13 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.93% | — | -62.96% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +5% | +73.92% | 増加 |
| 2 | CRM | Salesforce INC | +2.4% | +98.35% | 増加 |
| 3 | AMZN | Amazon.com INC | +1.3% | +32.22% | 増加 |
| 4 | V | Visa Inc-class A Shares | +0.5% | +24.07% | 増加 |
| 5 | MKTX | Marketaxess Holdings INC | +0.5% | +91.75% | 増加 |
| 6 | WDAY | Workday Inc-class A | +0.1% | +43.27% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | -0.7% | +10.86% | 増加 |
| 8 | INTU | Intuit INC | -0.9% | +14.96% | 増加 |
| 9 | META | Meta Platforms Inc-class A | -0.9% | +1.94% | 増加 |
| 10 | MA | Mastercard INC - A | -1.1% | +3.46% | 増加 |
| 11 | PYPL | Paypal Holdings INC | -1.1% | +9.87% | 増加 |
| 12 | COST | Costco Wholesale CORP | -1.2% | +1.55% | 増加 |
| 13 | W | Wayfair Inc- Class A | -3.1% | -62.96% | 減少 |
| 14 | MDSOEUR | Medidata Solutions INC | — | EXIT | 全売却 |