CIK: 0001812178
申告総資産額
$4.8億
上位200銘柄を表示中（全335銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 4.31% | -0.05% | +290.93% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.21% | -0.80% | -3.16% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -2.42% | +1.18% | |
| 4 | DOCU | Docusign INC | 株式-IT | 3.11% | — | -9.45% | |
| 5 | ZM | Zoom Communications INC | 株式-IT | 3.03% | — | -3.88% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.90% | — | -5.03% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.22% | — | +28.03% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.21% | — | +18.66% | |
| 9 | RNG | Ringcentral Inc-class A | 株式-IT | 2.19% | — | +27.43% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.16% | — | +32.70% | |
| 11 | CRM | Salesforce INC | 株式-IT | 2.14% | — | +2.65% | |
| 12 | OKTA | Okta INC | 株式-IT | 2.06% | — | -7.51% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.98% | -1.45% | -0.39% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.94% | -0.27% | +1.05% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.82% | -0.29% | -2.27% | |
| 16 | AVLRUSD | Avalara INC | 株式-その他 | 1.78% | — | -1.70% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.77% | — | +22.40% | |
| 18 | NET | Cloudflare INC - Class A | 株式-IT | 1.77% | -0.72% | +2.45% | |
| 19 | MU | Micron Technology INC | 株式-IT | 1.67% | +1.09% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.65% | — | +39.91% | |
| 21 | VRNS | Varonis Systems INC | 株式-IT | 1.64% | — | — | |
| 22 | CCI | Crown Castle INC | 株式-不動産 | 1.61% | — | +6.73% | |
| 23 | FIS | Fidelity National Info Serv | 株式-IT | 1.56% | — | +33.36% | |
| 24 | NICE | Nice LTD - Spon Adr | 株式-IT | 1.53% | — | -11.32% | |
| 25 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.47% | — | -6.47% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.44% | — | +16.30% | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.44% | — | -2.70% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.35% | -0.34% | +4.72% | |
| 29 | CDNS | Cadence Design Sys INC | 株式-IT | 1.31% | -0.53% | +17.96% | |
| 30 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.29% | — | +21.11% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 1.29% | -0.62% | -0.09% | |
| 32 | LRCXEUR | Lam Research CORP | 株式-IT | 1.29% | — | +0.24% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.28% | +0.78% | NEW | |
| 34 | SPLKCHF | Splunk INC | 株式-その他 | 1.22% | — | -24.04% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.22% | +0.68% | -8.06% | |
| 36 | DG | Dollar General CORP | 株式-生活必需品 | 1.11% | — | +22.09% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.62% | +3.49% | |
| 38 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.04% | — | -1.30% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | +26.18% | |
| 40 | FIVN | Five9 INC | 株式-IT | 0.93% | — | +5.55% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | -0.40% | +3.11% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | +1.61% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.89% | — | +33.01% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.76% | — | +9.13% | |
| 45 | PODD | Insulet CORP | 株式-ヘルスケア | 0.66% | — | -5.16% | |
| 46 | ✓ | Calavo Growers INC | 株式-その他 | 0.66% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | +9.02% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | +2.60% | |
| 49 | APD | Air Products & Chemicals INC | 株式-素材 | 0.53% | — | +602.60% | |
| 50 | SBAC | Sba Communications CORP | 株式-不動産 | 0.52% | — | +2377.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ZM | Zoom Communications INC | +1.1% | -3.88% | 減少 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +39.91% | 増加 |
| 3 | SBAC | Sba Communications CORP | +0.5% | +2377.85% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.5% | -5.03% | 減少 |
| 5 | APD | Air Products & Chemicals INC | +0.5% | +602.60% | 増加 |
| 6 | TMO | Thermo Fisher Scientific INC | +0.5% | +28.03% | 増加 |
| 7 | CRM | Salesforce INC | +0.4% | +2.65% | 増加 |
| 8 | FIS | Fidelity National Info Serv | +0.3% | +33.36% | 増加 |
| 9 | AAPL | Apple INC | +0.3% | +290.93% | 増加 |
| 10 | PPG | Ppg Industries INC | +0.3% | +140.07% | 増加 |
| 11 | CMCSA | Comcast Corp-class A | +0.2% | +33.01% | 増加 |
| 12 | ABT | Abbott Laboratories | +0.2% | +32.70% | 増加 |
| 13 | FRCB | First Republic Bank/ca | +0.2% | +32523.08% | 増加 |
| 14 | FDX | Fedex CORP | +0.2% | +9563.16% | 増加 |
| 15 | HON | Honeywell International INC | +0.2% | +16.30% | 増加 |
| 16 | PCAR | Paccar INC | +0.2% | +135.45% | 増加 |
| 17 | TENB | Tenable Holdings INC | +0.2% | +1091.00% | 増加 |
| 18 | CDNS | Cadence Design Sys INC | +0.2% | +17.96% | 増加 |
| 19 | DG | Dollar General CORP | +0.2% | +22.09% | 増加 |
| 20 | LULU | Lululemon Athletica INC | +0.1% | +21.11% | 増加 |
| 21 | NKE | Nike INC -cl B | +0.1% | +9.13% | 増加 |
| 22 | TT | Trane Technologies plc | +0.1% | +9.73% | 増加 |
| 23 | DHR | Danaher CORP | +0.1% | +22.40% | 増加 |
| 24 | FIVN | Five9 INC | +0.1% | +5.55% | 増加 |
| 25 | CHTR | Charter Communications Inc-a | +0.1% | -1.30% | 減少 |
| 26 | AVGO | Broadcom INC | 0% | +1.05% | 増加 |
| 27 | NET | Cloudflare INC - Class A | 0% | +2.45% | 増加 |
| 28 | META | Meta Platforms Inc-class A | 0% | +3.49% | 増加 |
| 29 | PYPL | Paypal Holdings INC | -0.1% | +18.66% | 増加 |
| 30 | DOCU | Docusign INC | -0.1% | -9.45% | 減少 |
| 31 | AMZN | Amazon.com INC | -0.2% | -3.16% | 減少 |
| 32 | JPM | Jpmorgan Chase & Co | -0.4% | -70.43% | 減少 |
| 33 | CIEN | Ciena CORP | -0.4% | -18.64% | 減少 |
| 34 | AVLRUSD | Avalara INC | -0.5% | -1.70% | 減少 |
| 35 | DVAX | Dynavax Technologies CORP | -0.5% | -28.98% | 減少 |
| 36 | NTAP | Netapp INC | -0.6% | -83.33% | 減少 |
| 37 | INTC | Intel CORP | -0.6% | -74.92% | 減少 |
| 38 | CSCO | Cisco Systems INC | -0.6% | -59.39% | 減少 |
| 39 | SPLKCHF | Splunk INC | -0.7% | -24.04% | 減少 |
| 40 | WDAY | Workday Inc-class A | -0.8% | -99.66% | 減少 |
| 41 | VRNS | Varonis Systems INC | — | NEW | 新規購入 |
| 42 | PD | Pagerduty INC | — | EXIT | 全売却 |
| 43 | AYXEUR | Alteryx INC - Class A | — | EXIT | 全売却 |
| 44 | JAMF | Jamf Holding CORP | — | NEW | 新規購入 |
| 45 | BMRN | Biomarin Pharmaceutical INC | — | EXIT | 全売却 |
| 46 | IACIEUR | Iac/interactivecorp | — | EXIT | 全売却 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 48 | PRNB | Principia Biopharma INC | — | EXIT | 全売却 |
| 49 | LBEUR | L Brands INC | — | NEW | 新規購入 |
| 50 | AEO | American Eagle Outfitters | — | NEW | 新規購入 |