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 | 7.04% | +0.19% | -20.53% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 6.04% | -2.99% | -7.18% | |
| 3 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 5.93% | — | -7.57% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.91% | -0.05% | -7.21% | |
| 5 | CRM | Salesforce INC | 株式-IT | 5.44% | — | -7.31% | |
| 6 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 4.90% | — | -7.42% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.86% | +0.84% | -7.45% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 4.55% | +0.24% | -7.45% | |
| 9 | ADBE | Adobe INC | 株式-IT | 4.34% | — | +6.12% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.14% | — | -7.64% | |
| 11 | CELG | Celgene CORP | 株式-その他 | 3.97% | — | -7.62% | |
| 12 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 3.17% | — | -7.51% | |
| 13 | ILMN | Illumina INC | 株式-ヘルスケア | 2.47% | — | -4.78% | |
| 14 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.41% | — | -4.67% | |
| 15 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.32% | — | -7.73% | |
| 16 | MIDD | Middleby CORP | 株式-資本財 | 2.27% | — | -7.78% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 2.15% | — | -7.77% | |
| 18 | INCY | Incyte CORP | 株式-ヘルスケア | 2.11% | — | -7.48% | |
| 19 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 2.04% | — | -6.59% | |
| 20 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.04% | — | — | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 2.00% | +0.08% | -5.35% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.93% | — | -7.69% | |
| 23 | SPLKCHF | Splunk INC | 株式-その他 | 1.81% | — | -7.43% | |
| 24 | ✓ | Ultimate Software Group INC | 株式-その他 | 1.79% | — | -7.84% | |
| 25 | WDAY | Workday Inc-class A | 株式-IT | 1.58% | — | -7.28% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | — | -42.12% | |
| 27 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.51% | — | -7.72% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.23% | — | |
| 29 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.32% | +0.16% | -4.49% | |
| 30 | TDG | Transdigm Group INC | 株式-資本財 | 1.24% | — | -48.80% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.21% | — | -5.38% | |
| 32 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.11% | — | — | |
| 33 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 1.10% | — | -5.44% | |
| 34 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.86% | — | -7.86% | |
| 35 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.78% | — | -7.17% | |
| 36 | ADNT | Adient plc | 株式-その他 | 0.25% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.10% | +0.04% | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.08% | -0.64% | — | |
| 39 | AMT | American Tower CORP | 株式-不動産 | 0.08% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | — | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.04% | — | — | |
| 42 | TROW | T Rowe Price Group INC | 株式-金融 | 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 | ADBE | Adobe INC | +1% | +6.12% | 増加 |
| 2 | ILMN | Illumina INC | +0.5% | -4.78% | 減少 |
| 3 | CRM | Salesforce INC | +0.5% | -7.31% | 減少 |
| 4 | BKNG | Booking Hldgs INC | +0.5% | -7.42% | 減少 |
| 5 | AMZN | Amazon.com INC | +0.4% | -7.21% | 減少 |
| 6 | INCY | Incyte CORP | +0.4% | -7.48% | 減少 |
| 7 | DXCM | Dexcom INC | +0.3% | -4.49% | 減少 |
| 8 | V | Visa Inc-class A Shares | +0.2% | -7.18% | 減少 |
| 9 | WDAY | Workday Inc-class A | +0.2% | -7.28% | 減少 |
| 10 | SPLKCHF | Splunk INC | +0.2% | -7.43% | 減少 |
| 11 | ULTA | Ulta Beauty INC | +0.1% | -7.57% | 減少 |
| 12 | DPZ | Domino's Pizza INC | +0.1% | -7.72% | 減少 |
| 13 | ADNT | Adient plc | +0.1% | — | 変化なし |
| 14 | NKE | Nike INC -cl B | 0% | -5.38% | 減少 |
| 15 | AAPL | Apple INC | 0% | — | 変化なし |
| 16 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 17 | AMT | American Tower CORP | 0% | — | 変化なし |
| 18 | MSFT | Microsoft CORP | — | — | 変化なし |
| 19 | PG | Procter & Gamble Co/the | — | — | 変化なし |
| 20 | HD | Home Depot INC | 0% | -7.69% | 減少 |
| 21 | TROW | T Rowe Price Group INC | 0% | — | 変化なし |
| 22 | AEP | American Electric Power Company, Inc. | 0% | — | 変化なし |
| 23 | BMRN | Biomarin Pharmaceutical INC | 0% | -5.44% | 減少 |
| 24 | PYPL | Paypal Holdings INC | 0% | -7.77% | 減少 |
| 25 | MA | Mastercard INC - A | -0.1% | -7.45% | 減少 |
| 26 | ✓ | Ultimate Software Group INC | -0.1% | -7.84% | 減少 |
| 27 | MIDD | Middleby CORP | -0.1% | -7.78% | 減少 |
| 28 | TJX | Tjx Companies INC | -0.1% | -7.73% | 減少 |
| 29 | CELG | Celgene CORP | -0.1% | -7.62% | 減少 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | -7.45% | 減少 |
| 31 | ORLY | O'reilly Automotive INC | -0.1% | -7.86% | 減少 |
| 32 | REGN | Regeneron Pharmaceuticals | -0.1% | -7.51% | 減少 |
| 33 | EW | Edwards Lifesciences CORP | -0.2% | -4.67% | 減少 |
| 34 | SBUX | Starbucks CORP | -0.2% | -7.64% | 減少 |
| 35 | ALXN | Alexion Pharmaceuticals INC | -0.2% | -6.59% | 減少 |
| 36 | META | Meta Platforms Inc-class A | -0.3% | -20.53% | 減少 |
| 37 | PANW | Palo Alto Networks INC | -0.4% | -5.35% | 減少 |
| 38 | UAA | Under Armour Inc-class A | -0.5% | -7.17% | 減少 |
| 39 | DIS | Walt Disney Co/the | -1% | -42.12% | 減少 |
| 40 | TDG | Transdigm Group INC | -1.6% | -48.80% | 減少 |
| 41 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 42 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 43 | UA | Under Armour Inc-class C | — | EXIT | 全売却 |
| 44 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 45 | IWF | Ishares Russell 1000 Growth | — | EXIT | 全売却 |