CIK: 0001856155
申告総資産額
$9.7億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 15.25% | -5.87% | +64.59% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.32% | +0.23% | +15.92% | |
| 3 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 6.37% | — | +11.17% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 5.42% | +2.73% | NEW | |
| 5 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 5.25% | — | — | |
| 6 | DLTR | Dollar Tree INC | 株式-生活必需品 | 5.06% | — | — | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 4.13% | — | +76.41% | |
| 8 | MAR | Marriott International -cl A | 株式-一般消費財 | 4.12% | — | — | |
| 9 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.92% | -1.41% | EXIT | |
| 10 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 3.90% | -1.22% | EXIT | |
| 11 | UBER | Uber Technologies INC | 株式-資本財 | 3.56% | — | -18.48% | |
| 12 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 3.45% | — | -18.62% | |
| 13 | TGT | Target CORP | 株式-一般消費財 | 3.36% | — | — | |
| 14 | MGM | Mgm Resorts International | 株式-一般消費財 | 3.35% | — | — | |
| 15 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 2.72% | — | +66.46% | |
| 16 | MTN | Vail Resorts INC | 株式-一般消費財 | 2.71% | — | — | |
| 17 | ACI | Albertsons Cos INC - Class A | 株式-生活必需品 | 2.57% | — | — | |
| 18 | YUM | Yum! Brands INC | 株式-一般消費財 | 2.45% | +7.93% | — | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.24% | — | — | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.10% | — | +12.96% | |
| 21 | SNAP | Snap INC - A | 株式-通信サービス | 1.90% | — | — | |
| 22 | SIXEUR | Six Flags Entertainment CORP | 株式-その他 | 1.81% | — | — | |
| 23 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.81% | — | +105.85% | |
| 24 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.71% | +2.57% | NEW | |
| 25 | FIVE | Five Below | 株式-一般消費財 | 1.50% | — | — | |
| 26 | BMBL | Bumble Inc-a | 株式-その他 | 1.10% | — | — | |
| 27 | OLPX | Olaplex Holdings INC | 株式-その他 | 0.66% | — | — | |
| 28 | CPNG | Coupang INC | 株式-一般消費財 | 0.25% | — | — |