CIK: 0001484043
申告総資産額
$4.8億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.22% | +0.19% | -8.38% | |
| 2 | ✓ | Linkedin CORP | 株式-その他 | 6.02% | — | +5.38% | |
| 3 | SBUX | Starbucks CORP | 株式-一般消費財 | 5.28% | — | -7.81% | |
| 4 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 4.52% | — | -8.47% | |
| 5 | CRM | Salesforce INC | 株式-IT | 4.35% | — | +5.10% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 4.31% | -2.99% | +267.25% | |
| 7 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 4.00% | — | +4.95% | |
| 8 | CELG | Celgene CORP | 株式-その他 | 3.95% | — | -6.78% | |
| 9 | ✓ | Pharmacyclics INC | 株式-その他 | 3.81% | — | -10.66% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 3.76% | +0.24% | -8.59% | |
| 11 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 3.43% | — | -8.57% | |
| 12 | AAPL | Apple Computer | 株式-IT | 3.20% | — | -7.64% | |
| 13 | ✓ | Arm Holdings INC | 株式-その他 | 3.15% | — | -7.99% | |
| 14 | BIIB | Biogen INC | 株式-ヘルスケア | 2.78% | — | +39.06% | |
| 15 | ✓ | Google INC Class C | 株式-その他 | 2.72% | — | -2.47% | |
| 16 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 2.65% | — | -9.21% | |
| 17 | TDG | Transdigm Group INC | 株式-資本財 | 2.43% | — | +6.34% | |
| 18 | AMZN | Amazon.com, Inc. | 株式-一般消費財 | 2.36% | — | -9.38% | |
| 19 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.21% | — | — | |
| 20 | ✓ | 株式-その他 | 2.17% | — | -6.88% | ||
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.12% | — | -7.71% | |
| 22 | TWTRUSD | Twitter INC | 株式-その他 | 2.04% | — | +36.73% | |
| 23 | SPLKCHF | Splunk INC | 株式-その他 | 1.88% | — | -8.72% | |
| 24 | MIDD | Middleby CORP | 株式-資本財 | 1.87% | — | +46.27% | |
| 25 | ILMN | Illumina INC | 株式-ヘルスケア | 1.84% | — | -6.42% | |
| 26 | ✓ | 株式-その他 | 1.83% | — | -8.86% | ||
| 27 | WDAY | Workday Inc-class A | 株式-IT | 1.78% | — | -6.82% | |
| 28 | BIDU | Baidu, Inc. | 株式-通信サービス | 1.70% | — | -9.04% | |
| 29 | ✓ | Alexion Pharmaceuticals INC Com | 株式-その他 | 1.69% | — | -8.55% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.68% | — | — | |
| 31 | TRIP | Tripadvisor INC | 株式-その他 | 1.59% | — | -5.63% | |
| 32 | ✓ | Be Aerospace Inc | 株式-その他 | 1.41% | — | -8.30% | |
| 33 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.99% | — | — | |
| 34 | GOOG | Alphabet A | 株式-通信サービス | 0.99% | — | -20.35% | |
| 35 | PANW | Palo Alto Networks INC | 株式-IT | 0.98% | +0.08% | — | |
| 36 | FEYECHF | Mandiant INC | 株式-その他 | 0.64% | — | -5.21% | |
| 37 | KLXE | KLX Energy Services Holdings, Inc. | 株式-その他 | 0.43% | — | -7.55% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.06% | — | +21.84% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.04% | -0.64% | — | |
| 40 | TROW | T Rowe Price Group INC | 株式-金融 | 0.04% | — | — | |
| 41 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.04% | — | -98.23% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.04% | — | — | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Pharmacyclics INC | +1.8% | -10.66% | 減少 |
| 2 | BIIB | Biogen INC | +1.2% | +39.06% | 増加 |
| 3 | TWTRUSD | Twitter INC | +1% | +36.73% | 増加 |
| 4 | ✓ | Linkedin CORP | +0.8% | +5.38% | 増加 |
| 5 | CRM | Salesforce INC | +0.7% | +5.10% | 増加 |
| 6 | MIDD | Middleby CORP | +0.7% | +46.27% | 増加 |
| 7 | REGN | Regeneron Pharmaceuticals | +0.6% | +4.95% | 増加 |
| 8 | TDG | Transdigm Group INC | +0.4% | +6.34% | 増加 |
| 9 | SBUX | Starbucks CORP | +0.4% | -7.81% | 減少 |
| 10 | UAA | Under Armour Inc-class A | +0.3% | -8.57% | 減少 |
| 11 | AMZN | Amazon.com, Inc. | +0.2% | -9.38% | 減少 |
| 12 | AAPL | Apple Computer | +0.2% | -7.64% | 減少 |
| 13 | FEYECHF | Mandiant INC | +0.1% | -5.21% | 減少 |
| 14 | TRIP | Tripadvisor INC | +0.1% | -5.63% | 減少 |
| 15 | JNJ | Johnson & Johnson | +0.1% | — | 変化なし |
| 16 | DIS | Walt Disney Co/the | +0.1% | -7.71% | 減少 |
| 17 | ✓ | Google INC Class C | +0.1% | -2.47% | 減少 |
| 18 | ✓ | Be Aerospace Inc | 0% | -8.30% | 減少 |
| 19 | AMT | American Tower CORP | 0% | +21.84% | 増加 |
| 20 | PG | Procter & Gamble Co/the | — | — | 変化なし |
| 21 | TROW | T Rowe Price Group INC | — | — | 変化なし |
| 22 | AEP | American Electric Power Company, Inc. | — | — | 変化なし |
| 23 | MSFT | Microsoft CORP | 0% | — | 変化なし |
| 24 | ✓ | Arm Holdings INC | 0% | -7.99% | 減少 |
| 25 | WDAY | Workday Inc-class A | -0.1% | -6.82% | 減少 |
| 26 | KLXE | KLX Energy Services Holdings, Inc. | -0.1% | -7.55% | 減少 |
| 27 | ILMN | Illumina INC | -0.1% | -6.42% | 減少 |
| 28 | CELG | Celgene CORP | -0.1% | -6.78% | 減少 |
| 29 | SPLKCHF | Splunk INC | -0.2% | -8.72% | 減少 |
| 30 | META | Meta Platforms Inc-class A | -0.2% | -8.38% | 減少 |
| 31 | GOOG | Alphabet A | -0.2% | -20.35% | 減少 |
| 32 | ✓ | Alexion Pharmaceuticals INC Com | -0.3% | -8.55% | 減少 |
| 33 | BKNG | Booking Hldgs INC | -0.3% | -8.47% | 減少 |
| 34 | ✓ | -0.3% | -8.86% | 減少 | |
| 35 | MA | Mastercard INC - A | -0.3% | -8.59% | 減少 |
| 36 | BIDU | Baidu, Inc. | -0.3% | -9.04% | 減少 |
| 37 | V | Visa Inc-class A Shares | -0.4% | +267.25% | 増加 |
| 38 | CMG | Chipotle Mexican Grill INC | -0.4% | -9.21% | 減少 |
| 39 | ✓ | -0.5% | -6.88% | 減少 | |
| 40 | LVS | Las Vegas Sands CORP | -2.3% | -98.23% | 減少 |
| 41 | GILD | Gilead Sciences INC | — | EXIT | 全売却 |
| 42 | CMI | Cummins INC | — | EXIT | 全売却 |
| 43 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 44 | BMRN | Biomarin Pharmaceutical INC | — | NEW | 新規購入 |
| 45 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 46 | IWF | Ishares Russell 1000 Growth | — | EXIT | 全売却 |
| 47 | NKE | Nike INC -cl B | — | EXIT | 全売却 |