CIK: 0001812178
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 | AAPL | Apple INC | 株式-IT | 4.52% | -0.05% | +4.76% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.94% | -0.80% | +3.69% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.64% | -2.42% | +3.60% | |
| 4 | NET | Cloudflare INC - Class A | 株式-IT | 2.64% | -0.72% | -7.68% | |
| 5 | RNG | Ringcentral Inc-class A | 株式-IT | 2.54% | — | -17.52% | |
| 6 | MU | Micron Technology INC | 株式-IT | 2.50% | +1.09% | +6.64% | |
| 7 | DOCU | Docusign INC | 株式-IT | 2.39% | — | -16.96% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.34% | — | -3.93% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 2.29% | — | -19.00% | |
| 10 | VRNS | Varonis Systems INC | 株式-IT | 2.14% | — | +5.35% | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.09% | — | -5.89% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | -1.45% | +0.20% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 2.04% | -0.27% | +0.60% | |
| 14 | OKTA | Okta INC | 株式-IT | 2.00% | — | -8.52% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.98% | — | -16.47% | |
| 16 | LRCXEUR | Lam Research CORP | 株式-IT | 1.96% | — | +22.30% | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.82% | — | +10.19% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.79% | -0.29% | +2.95% | |
| 19 | AVLRUSD | Avalara INC | 株式-その他 | 1.76% | — | -16.34% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.68% | — | +3.20% | |
| 21 | NICE | Nice LTD - Spon Adr | 株式-IT | 1.65% | — | -2.58% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 1.61% | — | -17.59% | |
| 23 | CDNS | Cadence Design Sys INC | 株式-IT | 1.57% | -0.53% | +7.34% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | — | -0.84% | |
| 25 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.47% | — | +51.82% | |
| 26 | ZM | Zoom Communications INC | 株式-IT | 1.46% | — | -23.13% | |
| 27 | CCI | Crown Castle INC | 株式-不動産 | 1.34% | — | -0.05% | |
| 28 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.31% | — | +9.79% | |
| 29 | FRCB | First Republic Bank/ca | 株式-金融 | 1.26% | — | +425.44% | |
| 30 | ADBE | Adobe INC | 株式-IT | 1.24% | — | -3.10% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 1.21% | -0.62% | +1.48% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.18% | -0.34% | -12.21% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.13% | +0.78% | NEW | |
| 34 | FIVN | Five9 INC | 株式-IT | 1.08% | — | -0.91% | |
| 35 | DG | Dollar General CORP | 株式-生活必需品 | 1.02% | — | +4.68% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.62% | +1.63% | |
| 37 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.95% | — | -21.15% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | +0.68% | -10.64% | |
| 39 | TMUS | T-mobile US INC | 株式-通信サービス | 0.92% | -0.40% | +307.33% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.91% | — | +2.67% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +482.54% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.40% | -14.10% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | -18.73% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | — | -0.14% | |
| 45 | MDB | Mongodb INC | 株式-IT | 0.70% | — | +76.55% | |
| 46 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.66% | — | — | |
| 47 | TT | Trane Technologies plc | 株式-資本財 | 0.65% | — | +22.96% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | +12.96% | |
| 49 | PODD | Insulet CORP | 株式-ヘルスケア | 0.62% | — | -0.46% | |
| 50 | AEO | American Eagle Outfitters | 株式-一般消費財 | 0.61% | — | +162.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FRCB | First Republic Bank/ca | +1.1% | +425.44% | 増加 |
| 2 | NET | Cloudflare INC - Class A | +0.9% | -7.68% | 減少 |
| 3 | MU | Micron Technology INC | +0.8% | +6.64% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.8% | +482.54% | 増加 |
| 5 | TMUS | T-mobile US INC | +0.7% | +307.33% | 増加 |
| 6 | LRCXEUR | Lam Research CORP | +0.7% | +22.30% | 増加 |
| 7 | ULTA | Ulta Beauty INC | +0.6% | +1798.91% | 増加 |
| 8 | VRNS | Varonis Systems INC | +0.5% | +5.35% | 増加 |
| 9 | CHTR | Charter Communications Inc-a | +0.4% | +51.82% | 増加 |
| 10 | MDB | Mongodb INC | +0.4% | +76.55% | 増加 |
| 11 | AEO | American Eagle Outfitters | +0.4% | +162.57% | 増加 |
| 12 | LBEUR | L Brands INC | +0.4% | +189.59% | 増加 |
| 13 | RNG | Ringcentral Inc-class A | +0.4% | -17.52% | 減少 |
| 14 | CDNS | Cadence Design Sys INC | +0.3% | +7.34% | 増加 |
| 15 | QCOM | Qualcomm INC | +0.3% | +99.20% | 増加 |
| 16 | HON | Honeywell International INC | +0.2% | +3.20% | 増加 |
| 17 | KLAC | Kla CORP | +0.2% | +43.36% | 増加 |
| 18 | AAPL | Apple INC | +0.2% | +4.76% | 増加 |
| 19 | DIS | Walt Disney Co/the | +0.2% | +119.27% | 増加 |
| 20 | ENPH | Enphase Energy INC | +0.2% | +66.20% | 増加 |
| 21 | FIVN | Five9 INC | +0.2% | -0.91% | 減少 |
| 22 | TT | Trane Technologies plc | +0.1% | +22.96% | 増加 |
| 23 | NICE | Nice LTD - Spon Adr | +0.1% | -2.58% | 減少 |
| 24 | AVGO | Broadcom INC | +0.1% | +0.60% | 増加 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.20% | 増加 |
| 26 | PYPL | Paypal Holdings INC | +0.1% | -19.00% | 減少 |
| 27 | LULU | Lululemon Athletica INC | 0% | +9.79% | 増加 |
| 28 | AVLRUSD | Avalara INC | 0% | -16.34% | 減少 |
| 29 | V | Visa Inc-class A Shares | 0% | +2.95% | 増加 |
| 30 | OKTA | Okta INC | -0.1% | -8.52% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.2% | +3.60% | 増加 |
| 32 | AMZN | Amazon.com INC | -0.3% | +3.69% | 増加 |
| 33 | CIEN | Ciena CORP | -0.4% | -81.70% | 減少 |
| 34 | ABBV | Abbvie INC | -0.4% | -44.51% | 減少 |
| 35 | DXCM | Dexcom INC | -0.5% | -21.15% | 減少 |
| 36 | NVDA | Nvidia CORP | -0.6% | -3.93% | 減少 |
| 37 | SPLKCHF | Splunk INC | -0.6% | -38.25% | 減少 |
| 38 | DOCU | Docusign INC | -0.7% | -16.96% | 減少 |
| 39 | FIS | Fidelity National Info Serv | -1% | -57.25% | 減少 |
| 40 | ZM | Zoom Communications INC | -1.6% | -23.13% | 減少 |
| 41 | CCK | Crown Holdings INC | — | NEW | 新規購入 |
| 42 | BAM | Brookfield Asset Management Ltd. | — | NEW | 新規購入 |
| 43 | APD | Air Products & Chemicals INC | — | EXIT | 全売却 |
| 44 | SBAC | Sba Communications CORP | — | EXIT | 全売却 |
| 45 | ZS | Zscaler INC | — | NEW | 新規購入 |
| 46 | JAMF | Jamf Holding CORP | — | EXIT | 全売却 |
| 47 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 48 | AVTR | Avantor INC | — | NEW | 新規購入 |
| 49 | CTLTEUR | Catalent INC | — | NEW | 新規購入 |
| 50 | RTX | Rtx CORP | — | NEW | 新規購入 |