CIK: 0001731134
申告総資産額
$8.2億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 10.68% | +0.56% | -0.19% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 7.10% | +1.86% | +5.23% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 6.90% | +0.17% | +3.79% | |
| 4 | CRM | Salesforce INC | 株式-IT | 6.31% | -3.57% | EXIT | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.68% | +0.25% | +6.78% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.53% | +0.69% | +13.00% | |
| 7 | AAPL | Apple INC | 株式-IT | 5.51% | +0.50% | +7.41% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.50% | — | +7.37% | |
| 9 | ILMN | Illumina INC | 株式-ヘルスケア | 5.25% | — | +6.31% | |
| 10 | CME | Cme Group INC | 株式-金融 | 4.65% | +1.90% | NEW | |
| 11 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 4.63% | -0.11% | +8.66% | |
| 12 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.99% | -0.16% | +7.42% | |
| 13 | PYPL | Paypal Holdings INC | 株式-金融 | 3.73% | — | +6.15% | |
| 14 | MELI | Mercadolibre INC | 株式-一般消費財 | 3.54% | -0.01% | +6.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.94% | +0.30% | +19.71% | |
| 16 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.92% | +0.24% | — | |
| 17 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 2.81% | — | +12.26% | |
| 18 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 2.36% | — | +19.20% | |
| 19 | WDAY | Workday Inc-class A | 株式-IT | 2.19% | — | +4.66% | |
| 20 | MMYT | MakeMyTrip Limited | 株式-その他 | 1.87% | -2.55% | EXIT | |
| 21 | ✓ | 株式-その他 | 1.86% | — | +16.73% | ||
| 22 | SYK | Stryker CORP | 株式-ヘルスケア | 1.74% | +0.30% | +9.12% | |
| 23 | CTLEUR | Centurylink INC | 株式-その他 | 0.83% | — | -71.05% | |
| 24 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.57% | — | -0.95% | |
| 25 | AXP | American Express Co | 株式-金融 | 0.46% | — | -61.45% | |
| 26 | CELG | Celgene CORP | 株式-その他 | 0.07% | — | -1.00% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.06% | — | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.06% | — | — | |
| 29 | ONC | Beone Medicines Ltd-adr | 株式-その他 | 0.04% | — | +66.67% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.03% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.03% | -0.02% | EXIT | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.03% | — | -40.94% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.02% | — | — | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.02% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.02% | — | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.02% | — | — | |
| 37 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.02% | — | — | |
| 38 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.01% | — | — | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.01% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | — | +0.01% | — | |
| 41 | JD | Jd.com Inc-adr | 株式-一般消費財 | — | — | — | |
| 42 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | — | — | — | |
| 43 | ✓ | Invesco Bldrs Index Fds Tr | 株式-その他 | — | — | — | |
| 44 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | — | — | — | |
| 45 | NTES | Netease Inc-adr | 株式-通信サービス | — | — | — | |
| 46 | UUUU | Energy Fuels INC | 株式-エネルギー | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ILMN | Illumina INC | +0.9% | +6.31% | 増加 |
| 2 | AAPL | Apple INC | +0.7% | +7.41% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.6% | +5.23% | 増加 |
| 4 | ISRG | Intuitive Surgical INC | +0.6% | +8.66% | 増加 |
| 5 | CRM | Salesforce INC | +0.4% | +5.06% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +19.71% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +13.00% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.3% | -0.19% | 減少 |
| 9 | WDAY | Workday Inc-class A | +0.2% | +4.66% | 増加 |
| 10 | MELI | Mercadolibre INC | +0.2% | +6.02% | 増加 |
| 11 | MA | Mastercard INC - A | +0.2% | +3.79% | 増加 |
| 12 | CME | Cme Group INC | +0.1% | +12.13% | 増加 |
| 13 | ONC | Beone Medicines Ltd-adr | 0% | +66.67% | 増加 |
| 14 | SYK | Stryker CORP | — | +9.12% | 増加 |
| 15 | CELG | Celgene CORP | — | -1.00% | 減少 |
| 16 | TMO | Thermo Fisher Scientific INC | — | — | 変化なし |
| 17 | V | Visa Inc-class A Shares | — | — | 変化なし |
| 18 | ALXN | Alexion Pharmaceuticals INC | — | — | 変化なし |
| 19 | JPM | Jpmorgan Chase & Co | — | — | 変化なし |
| 20 | REGN | Regeneron Pharmaceuticals | — | — | 変化なし |
| 21 | XLF | Ss Financial Select Sector | — | — | 変化なし |
| 22 | CTRPUSD | Ctrip.com International-adr | — | — | 変化なし |
| 23 | NTES | Netease Inc-adr | — | — | 変化なし |
| 24 | ✓ | Invesco Bldrs Index Fds Tr | — | — | 変化なし |
| 25 | UUUU | Energy Fuels INC | — | — | 変化なし |
| 26 | MSFT | Microsoft CORP | 0% | -33.63% | 減少 |
| 27 | JD | Jd.com Inc-adr | 0% | — | 変化なし |
| 28 | NFLX | Netflix INC | 0% | — | 変化なし |
| 29 | ABBV | Abbvie INC | 0% | — | 変化なし |
| 30 | AGG | Ishares Core U.s. Aggregate | 0% | — | 変化なし |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | — | 変化なし |
| 32 | XOM | Exxon Mobil CORP | 0% | -40.94% | 減少 |
| 33 | BIDU | Baidu INC - Spon Adr | -0.1% | +19.20% | 増加 |
| 34 | WEC | Wec Energy Group INC | -0.1% | -0.95% | 減少 |
| 35 | PYPL | Paypal Holdings INC | -0.1% | +6.15% | 増加 |
| 36 | ✓ | -0.1% | +16.73% | 増加 | |
| 37 | BKNG | Booking Holdings INC | -0.4% | +7.42% | 増加 |
| 38 | IBKR | Interactive Brokers Gro-cl A | -0.5% | +12.26% | 増加 |
| 39 | MMYT | MakeMyTrip Limited | -0.7% | +10.72% | 増加 |
| 40 | AXP | American Express Co | -0.8% | -61.45% | 減少 |
| 41 | BABA | Alibaba Group Holding-sp Adr | -1.1% | +7.37% | 増加 |
| 42 | META | Meta Platforms Inc-class A | -1.5% | +6.78% | 増加 |
| 43 | CTLEUR | Centurylink INC | -2.1% | -71.05% | 減少 |
| 44 | DXCM | Dexcom INC | — | NEW | 新規購入 |
| 45 | BMRN | Biomarin Pharmaceutical INC | — | NEW | 新規購入 |
| 46 | VNQ | Vanguard Real Estate ETF | — | EXIT | 全売却 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 48 | TSLA | Tesla INC | — | EXIT | 全売却 |