CIK: 0001628110
申告総資産額
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| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.77% | — | +393.83% | |
| 2 | LOW | Lowe's Cos INC | 株式-一般消費財 | 6.67% | — | +483.33% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.57% | — | — | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 4.29% | — | -13.16% | |
| 5 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.00% | — | -34.88% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.86% | — | -53.33% | |
| 7 | DE | Deere & Co | 株式-資本財 | 3.83% | — | +142.86% | |
| 8 | CASY | Casey's General Stores INC | 株式-一般消費財 | 3.72% | — | +1075.00% | |
| 9 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 3.07% | — | +27.27% | |
| 10 | SHW | Sherwin-williams Co/the | 株式-素材 | 3.06% | — | +211.11% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 3.05% | — | -41.67% | |
| 12 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 2.95% | — | +20.00% | |
| 13 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 2.94% | — | -44.53% | |
| 14 | YYEUR | Yy Inc-adr | 株式-その他 | 2.72% | — | — | |
| 15 | MHK | Mohawk Industries INC | 株式-一般消費財 | 2.64% | — | -25.93% | |
| 16 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 2.52% | — | -51.85% | |
| 17 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 2.38% | — | +32.14% | |
| 18 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.26% | — | +106.25% | |
| 19 | DLTR | Dollar Tree INC | 株式-生活必需品 | 2.19% | — | -38.24% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.01% | — | — | |
| 21 | 7SU | Summit Materials INC -cl A | 株式-その他 | 1.96% | — | +60.00% | |
| 22 | EA | Electronic Arts INC | 株式-通信サービス | 1.80% | — | — | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.79% | — | +25.00% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.74% | — | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.71% | — | -37.93% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.67% | — | +37.50% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 1.61% | — | — | |
| 28 | MGM | Mgm Resorts International | 株式-一般消費財 | 1.24% | — | — | |
| 29 | ✓ | Kate Spade & Company | 株式-その他 | 1.08% | — | -12.73% | |
| 30 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 0.98% | — | +14.29% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.94% | — | +250.00% | |
| 32 | PLAY | Dave & Buster's Entertainmen | 株式-その他 | 0.85% | — | +153.85% | |
| 33 | AVPUSD | Avon Products INC | 株式-その他 | 0.81% | — | — | |
| 34 | BURL | Burlington Stores INC | 株式-一般消費財 | 0.80% | — | -64.29% | |
| 35 | ✓ | Solarcity CORP | 株式-その他 | 0.79% | — | +50.10% | |
| 36 | MAS | Masco CORP | 株式-資本財 | 0.72% | — | — | |
| 37 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.68% | — | -36.36% | |
| 38 | DFRG | Del Frisco's Restaurant Grou | 株式-その他 | 0.56% | — | -25.00% | |
| 39 | CALM | Cal-maine Foods INC | 株式-生活必需品 | 0.56% | — | — | |
| 40 | EBAY | Ebay INC | 株式-一般消費財 | 0.52% | — | — | |
| 41 | OPLN | Openlane INC | 株式-その他 | 0.51% | — | — | |
| 42 | AN | Autonation INC | 株式-一般消費財 | 0.48% | — | -6.25% | |
| 43 | GPRO | Gopro Inc-class A | 株式-その他 | 0.46% | — | +75.00% | |
| 44 | VFC | Vf CORP | 株式-一般消費財 | 0.44% | — | -25.00% | |
| 45 | HOG | Harley-davidson INC | 株式-一般消費財 | 0.42% | — | — | |
| 46 | ASNAEUR | Ascena Retail Group INC | 株式-その他 | 0.35% | — | — | |
| 47 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.31% | — | — | |
| 48 | GME | Gamestop Corp-class A | 株式-一般消費財 | 0.29% | — | — | |
| 49 | AXP | American Express Company | 株式-金融 | 0.28% | — | — | |
| 50 | HB6 | Hibbett INC | 株式-その他 | 0.21% | — | +100.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +5.3% | +393.83% | 増加 |
| 2 | LOW | Lowe's Cos INC | +5.1% | +483.33% | 増加 |
| 3 | CASY | Casey's General Stores INC | +3.3% | +1075.00% | 増加 |
| 4 | DE | Deere & Co | +2% | +142.86% | 増加 |
| 5 | SHW | Sherwin-williams Co/the | +1.8% | +211.11% | 増加 |
| 6 | ZTS | Zoetis INC | +1% | +106.25% | 増加 |
| 7 | TSLA | Tesla INC | +0.6% | +250.00% | 増加 |
| 8 | PLAY | Dave & Buster's Entertainmen | +0.4% | +153.85% | 増加 |
| 9 | WYNN | Wynn Resorts LTD | +0.3% | +32.14% | 増加 |
| 10 | 7SU | Summit Materials INC -cl A | +0.3% | +60.00% | 増加 |
| 11 | ADBE | Adobe INC | +0.3% | +25.00% | 増加 |
| 12 | STZ | Constellation Brands Inc-a | +0.2% | +27.27% | 増加 |
| 13 | MCD | Mcdonald's CORP | +0.1% | +37.50% | 増加 |
| 14 | MNST | Monster Beverage CORP | -0.7% | -36.36% | 減少 |
| 15 | ✓ | Kate Spade & Company | -0.7% | -12.73% | 減少 |
| 16 | BURL | Burlington Stores INC | -1.5% | -64.29% | 減少 |
| 17 | MHK | Mohawk Industries INC | -1.5% | -25.93% | 減少 |
| 18 | WMT | Walmart INC | -1.7% | -37.93% | 減少 |
| 19 | DPZ | Domino's Pizza INC | -2.7% | -44.53% | 減少 |
| 20 | V | Visa Inc-class A Shares | -2.7% | -41.67% | 減少 |
| 21 | BKNG | Booking Hldgs INC | -2.9% | -51.85% | 減少 |
| 22 | DLTR | Dollar Tree INC | -3% | -38.24% | 減少 |
| 23 | SBUX | Starbucks CORP | -3.9% | -34.88% | 減少 |
| 24 | AMZN | Amazon.com INC | -4.8% | -53.33% | 減少 |
| 25 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 26 | YYEUR | Yy Inc-adr | — | NEW | 新規購入 |
| 27 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 28 | EA | Electronic Arts INC | — | NEW | 新規購入 |
| 29 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 30 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 31 | SIG | Signet Jewelers Limited | — | EXIT | 全売却 |
| 32 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 33 | NWL | Newell Brands INC | — | EXIT | 全売却 |
| 34 | MGM | Mgm Resorts International | — | NEW | 新規購入 |
| 35 | CMG | Chipotle Mexican Grill INC | — | EXIT | 全売却 |
| 36 | JACK | Jack In THE Box INC | — | EXIT | 全売却 |
| 37 | GAP | Gap Inc/the | — | EXIT | 全売却 |
| 38 | USFD | US Foods Holding CORP | — | EXIT | 全売却 |
| 39 | AVPUSD | Avon Products INC | — | NEW | 新規購入 |
| 40 | MAS | Masco CORP | — | NEW | 新規購入 |
| 41 | ✓ | — | EXIT | 全売却 | |
| 42 | CALM | Cal-maine Foods INC | — | NEW | 新規購入 |
| 43 | LOPE | Grand Canyon Education INC | — | EXIT | 全売却 |
| 44 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 45 | OPLN | Openlane INC | — | NEW | 新規購入 |
| 46 | ✓ | Popeyes Louisiana Kitchen INC | — | EXIT | 全売却 |
| 47 | TUP | Tupperware Brands CORP | — | EXIT | 全売却 |
| 48 | ✓ | Lifelock INC Com | — | EXIT | 全売却 |
| 49 | HOG | Harley-davidson INC | — | NEW | 新規購入 |
| 50 | LBEUR | L Brands INC | — | EXIT | 全売却 |