CIK: 0001661140
申告総資産額
$22.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.54% | +6.18% | — | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 11.64% | — | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 7.12% | — | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.53% | — | +251.99% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.04% | — | +726.38% | |
| 6 | CTAS | Cintas CORP | 株式-資本財 | 3.74% | — | +192.03% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.27% | — | +478.95% | |
| 8 | FDC | First Data Corp- Class A | 株式-その他 | 3.23% | — | +483.64% | |
| 9 | SSNC | Ss&c Technologies Holdings | 株式-IT | 3.01% | — | +70.69% | |
| 10 | WP | Worldpay Inc-class A | 株式-その他 | 2.74% | — | — | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 2.61% | — | +210.77% | |
| 12 | TSS | Total System Services INC | 株式-その他 | 2.47% | — | — | |
| 13 | EFX | Equifax INC | 株式-資本財 | 2.46% | — | — | |
| 14 | TEL | TE Connectivity plc | 株式-IT | 2.05% | — | — | |
| 15 | CRM | Salesforce INC | 株式-IT | 2.01% | — | +116.21% | |
| 16 | ADSK | Autodesk INC | 株式-IT | 1.72% | — | — | |
| 17 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 1.55% | — | — | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.46% | — | +836.05% | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 1.45% | — | — | |
| 20 | BR | Broadridge Financial Solutio | 株式-IT | 1.42% | — | — | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.27% | — | +93.50% | |
| 22 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.27% | — | — | |
| 23 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.20% | — | — | |
| 24 | IHS | Ihs Markit LTD | 株式-その他 | 1.17% | — | +791.63% | |
| 25 | AZPNUSD | Aspen Technology INC | 株式-その他 | 1.15% | — | +235.89% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.13% | — | +301.15% | |
| 27 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 1.13% | — | +94.90% | |
| 28 | ST | Sensata Technologies Holding plc | 株式-IT | 1.07% | — | — | |
| 29 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.91% | — | +466.67% | |
| 30 | SWKS | Skyworks Solutions INC | 株式-IT | 0.85% | — | — | |
| 31 | AKX | Ansys INC | 株式-その他 | 0.83% | — | +30.14% | |
| 32 | JNP | Juniper Networks INC | 株式-その他 | 0.68% | — | — | |
| 33 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.63% | — | +17.19% | |
| 34 | CDK | Cdk Global INC | 株式-その他 | 0.60% | — | — | |
| 35 | DISCAUSD | Discovery INC - A | 株式-その他 | 0.58% | — | +65.83% | |
| 36 | AON | Aon plc | 株式-金融 | 0.58% | — | — | |
| 37 | FFIV | F5 INC | 株式-IT | 0.58% | — | -20.00% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | — | |
| 39 | FICO | Fair Isaac CORP | 株式-IT | 0.56% | — | — | |
| 40 | MXIM | Maxim Integrated Products | 株式-その他 | 0.55% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | -58.41% | |
| 42 | INTU | Intuit INC | 株式-IT | 0.48% | — | — | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.47% | — | — | |
| 44 | NTAP | Netapp INC | 株式-IT | 0.44% | — | -20.23% | |
| 45 | AKAM | Akamai Technologies INC | 株式-IT | 0.44% | — | — | |
| 46 | TRU | Transunion | 株式-金融 | 0.43% | — | — | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.30% | -1.27% | EXIT | |
| 48 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.30% | — | — | |
| 49 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.29% | — | — | |
| 50 | VYX | Ncr Voyix CORP | 株式-IT | 0.29% | — | — |