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 | AMZN | Amazon.com INC | 株式-一般消費財 | 14.69% | -2.06% | +17.73% | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 13.78% | -0.01% | +423.18% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 9.39% | -0.04% | -20.23% | |
| 4 | PYPL | Paypal Holdings INC | 株式-金融 | 7.91% | — | +13.99% | |
| 5 | NOW | Servicenow INC | 株式-IT | 7.60% | -0.49% | +468.47% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.64% | +1.72% | -16.26% | |
| 7 | CRM | Salesforce INC | 株式-IT | 6.42% | — | +21.07% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.28% | -3.25% | +7.50% | |
| 9 | XYZ | Block INC | 株式-金融 | 4.82% | +0.59% | — | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.06% | -0.30% | +10.11% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.58% | — | +255.44% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 3.37% | +0.27% | -42.30% | |
| 13 | INTU | Intuit INC | 株式-IT | 3.05% | -1.24% | EXIT | |
| 14 | WDAY | Workday Inc-class A | 株式-IT | 2.56% | — | +132.63% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 2.43% | +0.15% | -48.48% | |
| 16 | MKTX | Marketaxess Holdings INC | 株式-金融 | 1.60% | — | +86.51% | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.54% | +0.31% | +93.86% | |
| 18 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.13% | — | — | |
| 19 | YETI | Yeti Holdings INC | 株式-一般消費財 | 0.07% | — | — | |
| 20 | CARG | Cargurus INC | 株式-一般消費財 | 0.05% | — | — | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +11.6% | +423.18% | 増加 |
| 2 | NOW | Servicenow INC | +6% | +468.47% | 増加 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +2% | +255.44% | 増加 |
| 4 | PYPL | Paypal Holdings INC | +1.3% | +13.99% | 増加 |
| 5 | WDAY | Workday Inc-class A | +1.2% | +132.63% | 増加 |
| 6 | MKTX | Marketaxess Holdings INC | +0.6% | +86.51% | 増加 |
| 7 | ISRG | Intuitive Surgical INC | +0.4% | +93.86% | 増加 |
| 8 | W | Wayfair Inc- Class A | +0.1% | — | 変化なし |
| 9 | YETI | Yeti Holdings INC | 0% | — | 変化なし |
| 10 | CARG | Cargurus INC | 0% | — | 変化なし |
| 11 | SCHW | Schwab (charles) CORP | 0% | — | 変化なし |
| 12 | AMZN | Amazon.com INC | -0.5% | +17.73% | 増加 |
| 13 | CRM | Salesforce INC | -0.6% | +21.07% | 増加 |
| 14 | META | Meta Platforms Inc-class A | -1.1% | +7.50% | 増加 |
| 15 | COST | Costco Wholesale CORP | -1.9% | +10.11% | 増加 |
| 16 | INTU | Intuit INC | -3.6% | -38.43% | 減少 |
| 17 | MA | Mastercard INC - A | -4.2% | -48.48% | 減少 |
| 18 | GOOGL | Alphabet Inc-cl A | -4.6% | -16.26% | 減少 |
| 19 | V | Visa Inc-class A Shares | -5% | -42.30% | 減少 |
| 20 | MSFT | Microsoft CORP | -6.3% | -20.23% | 減少 |
| 21 | XYZ | Block INC | — | NEW | 新規購入 |
| 22 | MKL | Markel Group INC | — | EXIT | 全売却 |