CIK: 0001686970
申告総資産額
$25.4億
上位200銘柄を表示中（全377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 | NVDA | Nvidia CORP | 株式-IT | 7.13% | — | -3.86% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 2.92% | +0.93% | +7.38% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 2.71% | — | -9.73% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.42% | -0.08% | +14.90% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 2.01% | — | +5.98% | |
| 6 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.75% | -1.22% | +3.60% | |
| 7 | SPGI | S&p Global INC | 株式-金融 | 1.46% | -0.53% | -7.38% | |
| 8 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.39% | — | -1.74% | |
| 9 | RDFN | Redfin CORP | 株式-その他 | 1.32% | — | — | |
| 10 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.30% | — | +8.93% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.26% | -1.38% | EXIT | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.23% | -0.58% | +21.20% | |
| 13 | ANETEUR | Arista Networks INC | 株式-その他 | 1.20% | — | +9.55% | |
| 14 | SWTXUSD | Springworks Therapeutics INC | 株式-その他 | 1.19% | — | — | |
| 15 | PGR | Progressive CORP | 株式-金融 | 1.10% | -1.08% | EXIT | |
| 16 | JNP | Juniper Networks INC | 株式-その他 | 1.10% | — | — | |
| 17 | DASH | Doordash INC - A | 株式-一般消費財 | 1.07% | -0.28% | — | |
| 18 | PWR | Quanta Services INC | 株式-資本財 | 1.00% | — | +762.60% | |
| 19 | HES | Hess CORP | 株式-その他 | 0.98% | — | — | |
| 20 | EME | Emcor Group INC | 株式-資本財 | 0.97% | — | -1.91% | |
| 21 | G2C | Everi Holdings INC | 株式-その他 | 0.97% | — | — | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.93% | -0.38% | +35.13% | |
| 23 | 2655787D | Blueprint Medicines CORP | 株式-その他 | 0.93% | — | — | |
| 24 | VRNA | Verona Pharma PLC - Adr | 株式-その他 | 0.91% | — | — | |
| 25 | MRVL | Marvell Technology INC | 株式-IT | 0.89% | — | +167.28% | |
| 26 | MSI | Motorola Solutions INC | 株式-IT | 0.86% | — | -0.30% | |
| 27 | LRCXEUR | Lam Research CORP | 株式-IT | 0.84% | — | -3.38% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | -0.59% | +5.41% | |
| 29 | KKR | Kkr & Co INC | 株式-金融 | 0.81% | — | -6.59% | |
| 30 | CCRN | Cross Country Healthcare INC | 株式-その他 | 0.81% | — | +16.67% | |
| 31 | FWONK | Liberty Media Corp-formula-c | 株式-通信サービス | 0.79% | — | — | |
| 32 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 0.78% | — | -20.40% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | +792.48% | |
| 34 | DDOG | Datadog INC - Class A | 株式-IT | 0.76% | +0.37% | +10.83% | |
| 35 | TEAM | Atlassian Corp-cl A | 株式-IT | 0.75% | — | +43.68% | |
| 36 | VIGL | Vigil Neuroscience INC | 株式-その他 | 0.72% | — | — | |
| 37 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.71% | — | — | |
| 38 | SNOW | Snowflake INC | 株式-IT | 0.71% | +0.61% | +21.40% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | — | -4.72% | |
| 40 | AMED | Amedisys INC | 株式-その他 | 0.67% | — | +51.55% | |
| 41 | ✓ | Cyberark Software LTD | 株式-その他 | 0.65% | — | -0.06% | |
| 42 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 0.64% | -0.40% | — | |
| 43 | APH | Amphenol Corp-cl A | 株式-IT | 0.63% | — | -4.07% | |
| 44 | PHM | Pultegroup INC | 株式-一般消費財 | 0.62% | — | +33.99% | |
| 45 | FSLR | First Solar INC | 株式-IT | 0.62% | — | -4.32% | |
| 46 | AZO | Autozone INC | 株式-一般消費財 | 0.60% | — | +311.52% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.60% | — | -3.30% | |
| 48 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.58% | — | +8.53% | |
| 49 | LIVN | LivaNova PLC | 株式-その他 | 0.58% | — | — | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.58% | -0.80% | EXIT |