CIK: 0001078779
申告総資産額
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上位200銘柄を表示中（全282銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 4.25% | — | +2.56% | |
| 2 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 2.57% | — | -7.40% | |
| 3 | IMMR | Immersion Corporation | 株式-その他 | 2.35% | — | -24.36% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.26% | — | +4.75% | |
| 5 | ✓ | Restoration Hardware Hldgs I | 株式-その他 | 2.22% | — | +7.44% | |
| 6 | GOOG | Alphabet A | 株式-通信サービス | 2.22% | — | +0.20% | |
| 7 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.87% | — | +27.47% | |
| 8 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.69% | — | +158.43% | |
| 9 | TWTRUSD | Twitter INC | 株式-その他 | 1.59% | — | +100.54% | |
| 10 | ✓ | 株式-その他 | 1.57% | — | — | ||
| 11 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.55% | — | +48.66% | |
| 12 | AL | Air Lease CORP | 株式-その他 | 1.49% | — | +69.97% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.48% | — | +2.48% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.47% | — | +87.29% | |
| 15 | CELG | Celgene CORP | 株式-その他 | 1.33% | — | +20.17% | |
| 16 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.33% | — | +2.33% | |
| 17 | DHI | Dr Horton INC | 株式-一般消費財 | 1.30% | — | +2.57% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | — | -6.28% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.25% | — | +26.14% | |
| 20 | AXP | American Express Company | 株式-金融 | 1.20% | — | +40.00% | |
| 21 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.17% | — | +71.20% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.17% | — | — | |
| 23 | AKAOQ | Achaogen INC | 株式-その他 | 1.12% | — | +36.78% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.11% | — | -7.55% | |
| 25 | AKRXEUR | Akorn INC | 株式-その他 | 1.11% | — | +12.39% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 1.04% | — | -42.54% | |
| 27 | ✓ | Kate Spade & Company | 株式-その他 | 1.01% | — | +23.52% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.96% | — | +2.15% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.94% | — | — | |
| 30 | ✓ | Zs Pharma INC | 株式-その他 | 0.94% | — | +38.78% | |
| 31 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.92% | — | +539.76% | |
| 32 | DATA | Tableau Software Inc-cl A | 株式-その他 | 0.91% | — | +26.59% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.89% | — | -30.83% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | — | +79.84% | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 0.87% | — | +2.68% | |
| 36 | DOW | Dow Chem Co | 株式-素材 | 0.83% | — | +62.99% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.82% | — | +0.87% | |
| 38 | ✓ | 株式-その他 | 0.82% | — | +667.33% | ||
| 39 | SPCE | Virgin Galactic Holdings, Inc. | 株式-その他 | 0.81% | — | +19.93% | |
| 40 | ✓ | Linkedin CORP | 株式-その他 | 0.80% | — | -28.86% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.79% | — | — | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.78% | — | -17.01% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | +51.87% | |
| 44 | MBLY | Mobileye Global Inc. | 株式-その他 | 0.75% | — | -9.07% | |
| 45 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.72% | — | -3.49% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | — | +2.37% | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.66% | — | -45.83% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.63% | — | -19.55% | |
| 49 | EOG | Eog Resources INC | 株式-エネルギー | 0.63% | — | -31.36% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | +2.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CMG | Chipotle Mexican Grill INC | +0.8% | +539.76% | 増加 |
| 2 | ✓ | +0.7% | +667.33% | 増加 | |
| 3 | HD | Home Depot INC | +0.7% | +87.29% | 増加 |
| 4 | NKE | Nike INC -cl B | +0.6% | +48.66% | 増加 |
| 5 | SBUX | Starbucks CORP | +0.5% | +158.43% | 増加 |
| 6 | AL | Air Lease CORP | +0.5% | +69.97% | 増加 |
| 7 | TWTRUSD | Twitter INC | +0.5% | +100.54% | 増加 |
| 8 | LRCXEUR | Lam Research CORP | +0.5% | +300.86% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.5% | +79.84% | 増加 |
| 10 | ISRG | Intuitive Surgical INC | +0.4% | +71.20% | 増加 |
| 11 | UAA | Under Armour Inc-class A | +0.4% | +269.16% | 増加 |
| 12 | ✓ | Zs Pharma INC | +0.4% | +38.78% | 増加 |
| 13 | BOX | Box INC - Class A | +0.4% | +199.97% | 増加 |
| 14 | BKNG | Booking Hldgs INC | +0.4% | +27.47% | 増加 |
| 15 | AXP | American Express Company | +0.4% | +40.00% | 増加 |
| 16 | PANW | Palo Alto Networks INC | +0.4% | +176.38% | 増加 |
| 17 | DOW | Dow Chem Co | +0.3% | +62.99% | 増加 |
| 18 | BFH | Bread Financial Holdings INC | +0.3% | +197.54% | 増加 |
| 19 | DATA | Tableau Software Inc-cl A | +0.3% | +26.59% | 増加 |
| 20 | MSFT | Microsoft CORP | +0.3% | +26.14% | 増加 |
| 21 | EOG | Eog Resources INC | -0.4% | -31.36% | 減少 |
| 22 | SLB | Slb LTD | -0.4% | -40.96% | 減少 |
| 23 | OLED | Universal Display CORP | -0.5% | -67.27% | 減少 |
| 24 | HON | Honeywell International INC | -0.5% | -30.83% | 減少 |
| 25 | FDX | Fedex CORP | -0.5% | -45.83% | 減少 |
| 26 | PCAR | Paccar INC | -0.6% | -86.49% | 減少 |
| 27 | ✓ | Linkedin CORP | -0.6% | -28.86% | 減少 |
| 28 | IBM | Intl Business Machines CORP | -0.7% | -68.65% | 減少 |
| 29 | ✓ | -0.8% | -91.00% | 減少 | |
| 30 | VRTX | Vertex Pharmaceuticals INC | -0.9% | -63.57% | 減少 |
| 31 | ✓ | Avolon Holdings LTD | -1.1% | -80.12% | 減少 |
| 32 | ✓ | — | NEW | 新規購入 | |
| 33 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 34 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 35 | AMGN | Amgen INC | — | NEW | 新規購入 |
| 36 | ✓ | — | EXIT | 全売却 | |
| 37 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 38 | CVS | Cvs Health CORP | — | NEW | 新規購入 |
| 39 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 40 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |
| 41 | ✓ | Whiting Petroleum Corp. | — | EXIT | 全売却 |
| 42 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 43 | ✓ | Altera CORP | — | NEW | 新規購入 |
| 44 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 45 | MS | Morgan Stanley | — | EXIT | 全売却 |
| 46 | AXP | American Express Co | — | EXIT | 全売却 |
| 47 | WAL | Western Alliance Bancorp | — | NEW | 新規購入 |
| 48 | ✓ | Leucadia Natl CORP | — | NEW | 新規購入 |
| 49 | PXDEUR | Pioneer Natural Resources Co | — | EXIT | 全売却 |
| 50 | SWN1EUR | Southwestern Energy Co | — | EXIT | 全売却 |