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 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 6.51% | — | — | |
| 2 | FLUT | Flutter Entertainment plc | 株式-一般消費財 | 5.75% | — | +156.04% | |
| 3 | ORCL | Oracle CORP | 株式-IT | 4.46% | — | — | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.08% | — | — | |
| 5 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 3.95% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.83% | -3.87% | EXIT | |
| 7 | NFLX | Netflix INC | 株式-通信サービス | 3.61% | — | +8.60% | |
| 8 | Z | Zillow Group INC - C | 株式-通信サービス | 3.14% | -2.08% | EXIT | |
| 9 | WDAY | Workday Inc-class A | 株式-IT | 3.09% | — | — | |
| 10 | SE | Sea Ltd-adr | 株式-通信サービス | 3.06% | -1.47% | — | |
| 11 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 3.05% | — | +64.27% | |
| 12 | CPNG | Coupang INC | 株式-一般消費財 | 2.86% | — | -56.70% | |
| 13 | DASH | Doordash INC - A | 株式-一般消費財 | 2.85% | -0.98% | +125.19% | |
| 14 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 2.84% | — | — | |
| 15 | CVNA | Carvana Co | 株式-一般消費財 | 2.62% | -4.01% | -21.98% | |
| 16 | BIRK | Birkenstock Holding plc | 株式-その他 | 2.41% | — | -5.56% | |
| 17 | THO | Thor Industries INC | 株式-一般消費財 | 2.32% | — | +128.03% | |
| 18 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 2.30% | -0.90% | EXIT | |
| 19 | RH | Rh | 株式-一般消費財 | 2.22% | — | — | |
| 20 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 2.15% | — | — | |
| 21 | TOST | Toast Inc-class A | 株式-IT | 1.97% | -0.10% | — | |
| 22 | EQIX | Equinix INC | 株式-不動産 | 1.87% | — | — | |
| 23 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.78% | — | — | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.75% | — | — | |
| 25 | HUBS | Hubspot INC | 株式-IT | 1.72% | — | — | |
| 26 | BURL | Burlington Stores INC | 株式-一般消費財 | 1.67% | +3.93% | NEW | |
| 27 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.60% | -1.84% | EXIT | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.55% | — | — | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.54% | -3.21% | +77.48% | |
| 30 | KSS | Kohls CORP | 株式-一般消費財 | 1.53% | — | — | |
| 31 | FIVE | Five Below | 株式-一般消費財 | 1.48% | — | — | |
| 32 | AEO | American Eagle Outfitters | 株式-一般消費財 | 1.39% | — | +59.48% | |
| 33 | KMX | Carmax INC | 株式-一般消費財 | 1.32% | -1.56% | EXIT | |
| 34 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.26% | +2.57% | NEW | |
| 35 | CART | Maplebear INC | 株式-一般消費財 | 1.20% | -0.39% | — | |
| 36 | AAPL | Apple INC | 株式-IT | 1.10% | — | -72.22% | |
| 37 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 1.07% | — | — | |
| 38 | UBER | Uber Technologies INC | 株式-資本財 | 1.02% | — | — | |
| 39 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.97% | +5.14% | -11.59% | |
| 40 | NTNX | Nutanix INC - A | 株式-IT | 0.94% | — | -12.59% | |
| 41 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.94% | — | — | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.82% | -0.82% | — | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.79% | — | -69.73% | |
| 44 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.78% | — | — | |
| 45 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 0.65% | — | — | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.06% | +3.36% | NEW | |
| 47 | SN | SharkNinja, Inc. | 株式-一般消費財 | 0.03% | — | — | |
| 48 | UL | Unilever PLC | 株式-生活必需品 | 0.03% | — | — | |
| 49 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.02% | -1.38% | -99.40% | |
| 50 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.01% | — | -99.07% |