CIK: 0001106500
申告総資産額
$3.7億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 45.85% | -6.50% | — | |
| 2 | EEFT | Euronet Worldwide INC | 株式-IT | 12.63% | — | -31.53% | |
| 3 | PWR | Quanta Services INC | 株式-資本財 | 7.80% | -0.37% | EXIT | |
| 4 | SEDG | Solaredge Technologies INC | 株式-IT | 7.79% | — | — | |
| 5 | SHLS | Shoals Technologies Group -a | 株式-その他 | 5.87% | — | — | |
| 6 | INTU | Intuit INC | 株式-IT | 5.55% | — | — | |
| 7 | ARRY | Array Technologies INC | 株式-その他 | 4.53% | — | — | |
| 8 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 3.39% | — | +151.46% | |
| 9 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.37% | — | — | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | -0.16% | EXIT | |
| 11 | ADSK | Autodesk INC | 株式-IT | 1.09% | — | -14.64% | |
| 12 | APH | Amphenol Corp-cl A | 株式-IT | 1.09% | -1.11% | -16.62% | |
| 13 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.83% | — | — | |
| 14 | LTHM1EUR | Livent CORP | 株式-その他 | 0.54% | — | -97.18% | |
| 15 | SPG | Simon Property Group INC | 株式-不動産 | 0.53% | — | — |