CIK: 0001749333
申告総資産額
$2.1億
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 8.77% | -0.34% | +9.23% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.62% | -0.05% | -12.60% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 6.45% | -0.27% | +34.65% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.83% | +0.81% | -14.73% | |
| 5 | PYPL | Paypal Holdings INC | 株式-金融 | 5.78% | — | -20.11% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 5.59% | -1.26% | EXIT | |
| 7 | PINS | Pinterest, Inc. | 株式-通信サービス | 5.08% | — | — | |
| 8 | NKE | Nike INC -cl B | 株式-一般消費財 | 4.21% | — | +5.30% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.98% | +4.67% | NEW | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 3.23% | +0.29% | +23.59% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 3.11% | +0.47% | -4.85% | |
| 12 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 3.04% | — | +76.59% | |
| 13 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 2.96% | — | +2.38% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.83% | — | +8.35% | |
| 15 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.83% | — | -1.94% | |
| 16 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 2.61% | — | -6.10% | |
| 17 | BABA | Alibaba Group Holding Limited | 株式-一般消費財 | 2.61% | — | — | |
| 18 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 2.48% | — | +6.67% | |
| 19 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 2.35% | — | +144.54% | |
| 20 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 2.26% | — | -1.60% | |
| 21 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 2.14% | -1.37% | EXIT | |
| 22 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 1.92% | — | -5.01% | |
| 23 | ✓ | Trip Com Group LTD | 株式-その他 | 1.86% | — | — | |
| 24 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.83% | +0.23% | +86.30% | |
| 25 | ✓ | Tal Education Group | 株式-その他 | 1.54% | — | — | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 1.52% | -0.32% | -20.81% | |
| 27 | MTN | Vail Resorts INC | 株式-一般消費財 | 1.41% | — | +3.01% | |
| 28 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.31% | — | +21.95% | |
| 29 | MTCH | Match Group INC | 株式-通信サービス | 1.04% | — | -3.61% | |
| 30 | RACE | Ferrari N.V. | 株式-一般消費財 | 0.68% | -0.65% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.02% | -2.18% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | -0.42% | +4.80% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.17% | — | -89.58% | |
| 34 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.15% | — | — | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.13% | — | -5.83% | |
| 36 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.12% | — | — | |
| 37 | SNA | Snap-on INC | 株式-資本財 | 0.10% | — | — | |
| 38 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.08% | -1.27% | — | |
| 39 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.07% | +0.28% | -10.64% | |
| 40 | NTES | Netease Inc-adr | 株式-通信サービス | 0.07% | — | — | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.07% | — | -12.93% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.06% | — | -10.66% | |
| 43 | ROKU | Roku INC | 株式-通信サービス | 0.05% | — | -25.92% | |
| 44 | TWTRUSD | Twitter INC | 株式-その他 | 0.05% | — | — | |
| 45 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.04% | — | +5.64% | |
| 46 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.04% | — | +76.03% | |
| 47 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.04% | — | +69.23% | |
| 48 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.04% | — | +14.11% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.04% | — | -15.60% | |
| 50 | ROST | Ross Stores INC | 株式-一般消費財 | 0.04% | — | -24.51% |