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 | 43.82% | -6.50% | — | |
| 2 | PWR | Quanta Services INC | 株式-資本財 | 12.32% | -0.37% | EXIT | |
| 3 | EEFT | Euronet Worldwide INC | 株式-IT | 11.91% | — | — | |
| 4 | ARRY | Array Technologies INC | 株式-その他 | 6.66% | — | +63.26% | |
| 5 | SEDG | Solaredge Technologies INC | 株式-IT | 6.65% | — | — | |
| 6 | INTU | Intuit INC | 株式-IT | 4.78% | — | -5.44% | |
| 7 | SHLS | Shoals Technologies Group -a | 株式-その他 | 4.31% | — | — | |
| 8 | BROS | Dutch Bros Inc-class A | 株式-一般消費財 | 2.90% | +0.73% | — | |
| 9 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 2.00% | — | -11.59% | |
| 10 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.06% | — | — | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | -0.16% | EXIT | |
| 12 | ADSK | Autodesk INC | 株式-IT | 0.76% | — | -21.31% | |
| 13 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.66% | — | — | |
| 14 | APH | Amphenol Corp-cl A | 株式-IT | 0.59% | -1.11% | -36.02% | |
| 15 | SPG | Simon Property Group INC | 株式-不動産 | 0.40% | — | — | |
| 16 | CGNX | Cognex CORP | 株式-IT | 0.15% | — | — | |
| 17 | APTV | Aptiv PLC | 株式-一般消費財 | 0.14% | — | — |