CIK: 0001792430
申告総資産額
$1.2億
| # | 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 | HUBS | Hubspot INC | 株式-IT | 8.10% | — | +14.59% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.01% | +2.00% | +0.65% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.38% | -0.51% | EXIT | |
| 4 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 5.81% | — | +2.77% | |
| 5 | CDNS | Cadence Design Sys INC | 株式-IT | 5.47% | +0.46% | +5.19% | |
| 6 | ASAN | Asana INC - Cl A | 株式-その他 | 5.47% | — | +95.11% | |
| 7 | TRUP | Trupanion INC | 株式-その他 | 4.89% | — | +62.36% | |
| 8 | DE | Deere & Co | 株式-資本財 | 4.60% | -2.03% | +3.60% | |
| 9 | RLI | Rli CORP | 株式-金融 | 4.56% | -1.47% | +2.74% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 4.23% | — | +2.46% | |
| 11 | INTU | Intuit INC | 株式-IT | 3.77% | -1.14% | -6.69% | |
| 12 | AAPL | Apple INC | 株式-IT | 3.55% | +2.69% | +2.32% | |
| 13 | ADBE | Adobe INC | 株式-IT | 3.38% | +0.34% | NEW | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 3.36% | -0.93% | +14.07% | |
| 15 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 3.26% | — | +6.59% | |
| 16 | TXN | Texas Instruments INC | 株式-IT | 3.19% | -1.25% | +6.49% | |
| 17 | PD | Pagerduty INC | 株式-その他 | 3.17% | — | +3.65% | |
| 18 | ZS | Zscaler INC | 株式-IT | 2.95% | — | +1.22% | |
| 19 | TWLO | Twilio INC - A | 株式-IT | 2.94% | — | +70.74% | |
| 20 | MKL | Markel Group INC | 株式-金融 | 2.67% | — | — | |
| 21 | PCOR | Procore Technologies INC | 株式-IT | 2.44% | — | +1.72% | |
| 22 | SPT | Sprout Social INC - Class A | 株式-その他 | 2.01% | — | +0.87% | |
| 23 | DOCU | Docusign INC | 株式-IT | 1.32% | — | -57.02% | |
| 24 | ZM | Zoom Communications INC | 株式-IT | 0.77% | — | +0.85% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.76% | — | +0.84% | |
| 26 | SAILEUR | Sailpoint Technologies Holdi | 株式-その他 | 0.67% | — | +0.89% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.50% | +0.26% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.58% | +1.06% | +0.78% | |
| 29 | TEAM | Atlassian Corporation | 株式-IT | 0.50% | — | +0.81% | |
| 30 | MDB | Mongodb INC | 株式-IT | 0.27% | — | +0.73% | |
| 31 | GTLB | Gitlab Inc-cl A | 株式-IT | 0.22% | — | +106.41% | |
| 32 | TRS | Trimas CORP | 株式-その他 | 0.10% | — | — | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.03% | — | — |