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 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.34% | -0.05% | -0.02% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 7.80% | -0.84% | -38.77% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.52% | -0.64% | -6.45% | |
| 4 | NOW | Servicenow INC | 株式-IT | 7.08% | -1.07% | -6.82% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 6.40% | +0.24% | -6.05% | |
| 6 | CRM | Salesforce INC | 株式-IT | 4.48% | — | -6.72% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 4.06% | -2.99% | -5.49% | |
| 8 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 3.68% | — | -6.57% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.67% | +0.04% | -6.58% | |
| 10 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.47% | -0.14% | -6.35% | |
| 11 | ASML | ASML Holding N.V. | 株式-IT | 3.33% | — | -5.98% | |
| 12 | DXCM | Dexcom INC | 株式-ヘルスケア | 3.13% | +0.16% | +7.70% | |
| 13 | ADBE | Adobe INC | 株式-IT | 3.10% | — | -6.50% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 3.01% | +0.37% | -5.84% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.94% | +0.19% | +61.20% | |
| 16 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.74% | -2.18% | EXIT | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 2.69% | +0.74% | -6.08% | |
| 18 | BX | Blackstone INC | 株式-金融 | 2.42% | — | -6.20% | |
| 19 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.13% | +0.06% | -6.18% | |
| 20 | INTU | Intuit INC | 株式-IT | 2.05% | -0.39% | -6.74% | |
| 21 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 2.02% | — | -6.47% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 1.95% | +0.10% | +21.40% | |
| 23 | CDNS | Cadence Design Sys INC | 株式-IT | 1.87% | +0.10% | -6.72% | |
| 24 | PANW | Palo Alto Networks INC | 株式-IT | 1.86% | +0.08% | -7.62% | |
| 25 | MRVL | Marvell Technology INC | 株式-IT | 1.51% | — | -5.58% | |
| 26 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.36% | — | -4.91% | |
| 27 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.17% | — | -6.36% | |
| 28 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 1.13% | — | -6.81% | |
| 29 | PODD | Insulet CORP | 株式-ヘルスケア | 1.02% | -0.18% | -2.05% | |
| 30 | SNOW | Snowflake INC | 株式-IT | 0.67% | — | -6.94% | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.61% | -0.03% | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.23% | — | |
| 33 | SWVXX | Schwa Prime Adv Money Fd-inv | 株式-その他 | 0.24% | +0.02% | +693.53% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.07% | +2.21% | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | — |