CIK: 0001694165
申告総資産額
$449.4万
| # | 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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.52% | — | +191.23% | |
| 2 | ADP | Automatic Data Processing | 株式-IT | 4.44% | — | — | |
| 3 | FISV | Fiserv INC | 株式-その他 | 4.37% | — | +22.88% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.32% | — | +41.16% | |
| 5 | VRSN | Verisign INC | 株式-IT | 4.17% | — | +14.02% | |
| 6 | CPRT | Copart INC | 株式-資本財 | 4.15% | — | -9.37% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 4.05% | — | +10.26% | |
| 8 | GDDY | Godaddy INC - Class A | 株式-IT | 3.91% | — | -11.15% | |
| 9 | TRI | Thomson Reuters Corporation | 株式-資本財 | 3.89% | — | +9.18% | |
| 10 | BR | Broadridge Financial Solutio | 株式-IT | 3.85% | — | +20.69% | |
| 11 | TRU | Transunion | 株式-金融 | 3.75% | — | -1.19% | |
| 12 | IHS | Ihs Markit LTD | 株式-その他 | 3.57% | — | -8.59% | |
| 13 | WNSN | Wns Holdings Ltd-adr | 株式-その他 | 3.57% | — | +32.41% | |
| 14 | IT | Gartner INC | 株式-IT | 3.56% | — | +16.38% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.07% | — | +0.86% | |
| 16 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 3.04% | — | — | |
| 17 | BKIEUR | Black Knight INC | 株式-その他 | 2.79% | — | +1.64% | |
| 18 | ADSK | Autodesk INC | 株式-IT | 2.63% | — | — | |
| 19 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 2.63% | — | -12.24% | |
| 20 | G | Genpact Limited | 株式-IT | 2.59% | — | -20.34% | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 2.58% | — | — | |
| 22 | ADBE | Adobe INC | 株式-IT | 2.49% | — | +12.37% | |
| 23 | UBER | Uber Technologies INC | 株式-資本財 | 2.48% | — | -1.50% | |
| 24 | OPLN | Openlane INC | 株式-その他 | 2.39% | — | -23.87% | |
| 25 | CACI | Caci International INC -cl A | 株式-IT | 2.33% | — | -44.74% | |
| 26 | CTAS | Cintas CORP | 株式-資本財 | 2.26% | — | — | |
| 27 | GPN | Global Payments INC | 株式-資本財 | 2.10% | — | -25.51% | |
| 28 | FCN | Fti Consulting INC | 株式-資本財 | 2.09% | — | -51.02% | |
| 29 | MAN | Manpowergroup INC | 株式-資本財 | 2.06% | — | — | |
| 30 | SERVUSD | Terminix Global Holdings INC | 株式-その他 | 1.83% | — | — | |
| 31 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 1.64% | — | — | |
| 32 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.53% | — | — | |
| 33 | EBAY | Ebay INC | 株式-一般消費財 | 1.37% | — | -40.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3% | +191.23% | 増加 |
| 2 | MSFT | Microsoft CORP | +1% | +41.16% | 増加 |
| 3 | WNSN | Wns Holdings Ltd-adr | +0.9% | +32.41% | 増加 |
| 4 | IT | Gartner INC | +0.8% | +16.38% | 増加 |
| 5 | BR | Broadridge Financial Solutio | +0.7% | +20.69% | 増加 |
| 6 | FISV | Fiserv INC | +0.7% | +22.88% | 増加 |
| 7 | PINS | Pinterest Inc- Class A | +0.5% | -12.24% | 減少 |
| 8 | UBER | Uber Technologies INC | +0.4% | -1.50% | 減少 |
| 9 | VRSN | Verisign INC | +0.2% | +14.02% | 増加 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +10.26% | 増加 |
| 11 | TRU | Transunion | +0.1% | -1.19% | 減少 |
| 12 | ADBE | Adobe INC | 0% | +12.37% | 増加 |
| 13 | TRI | Thomson Reuters Corporation | -0.1% | +9.18% | 増加 |
| 14 | CPRT | Copart INC | -0.2% | -9.37% | 減少 |
| 15 | AMZN | Amazon.com INC | -0.3% | +0.86% | 増加 |
| 16 | BKIEUR | Black Knight INC | -0.3% | +1.64% | 増加 |
| 17 | IHS | Ihs Markit LTD | -0.3% | -8.59% | 減少 |
| 18 | OPLN | Openlane INC | -0.4% | -23.87% | 減少 |
| 19 | GPN | Global Payments INC | -0.5% | -25.51% | 減少 |
| 20 | GDDY | Godaddy INC - Class A | -0.7% | -11.15% | 減少 |
| 21 | G | Genpact Limited | -0.9% | -20.34% | 減少 |
| 22 | EBAY | Ebay INC | -1.3% | -40.45% | 減少 |
| 23 | CACI | Caci International INC -cl A | -1.8% | -44.74% | 減少 |
| 24 | FCN | Fti Consulting INC | -2.5% | -51.02% | 減少 |
| 25 | ADP | Automatic Data Processing | — | NEW | 新規購入 |
| 26 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 27 | TW | Tradeweb Markets Inc-class A | — | NEW | 新規購入 |
| 28 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 29 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 30 | CDNS | Cadence Design Sys INC | — | EXIT | 全売却 |
| 31 | SPGI | S&p Global INC | — | EXIT | 全売却 |
| 32 | CTAS | Cintas CORP | — | NEW | 新規購入 |
| 33 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 34 | MAN | Manpowergroup INC | — | NEW | 新規購入 |
| 35 | UNF | Unifirst Corp/ma | — | EXIT | 全売却 |
| 36 | FIS | Fidelity National Info Serv | — | EXIT | 全売却 |
| 37 | SAP | Sap Se-sponsored Adr | — | EXIT | 全売却 |
| 38 | SERVUSD | Terminix Global Holdings INC | — | NEW | 新規購入 |
| 39 | MANTUSD | Mantech International Corp-a | — | EXIT | 全売却 |
| 40 | IPG | Interpublic Group Of Cos INC | — | NEW | 新規購入 |
| 41 | ABNB | Airbnb Inc-class A | — | NEW | 新規購入 |
| 42 | CRM | Salesforce INC | — | EXIT | 全売却 |