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 | PYPL | Paypal Holdings INC | 株式-金融 | 12.59% | — | +344.40% | |
| 2 | SHOP | Shopify INC - Class A | 株式-IT | 8.32% | — | — | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.29% | — | +182.29% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 4.77% | — | — | |
| 5 | MELI | Mercadolibre INC | 株式-一般消費財 | 4.01% | — | +233.33% | |
| 6 | IHS | Ihs Markit LTD | 株式-その他 | 3.32% | — | +52.34% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.16% | — | +31.75% | |
| 8 | TMUS | T-mobile US INC | 株式-通信サービス | 3.02% | -1.14% | EXIT | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 2.84% | — | — | |
| 10 | INTU | Intuit INC | 株式-IT | 2.78% | — | — | |
| 11 | COUPEUR | Coupa Software INC | 株式-その他 | 1.95% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.89% | — | -24.04% | |
| 13 | GPN | Global Payments INC | 株式-資本財 | 1.86% | — | +58.40% | |
| 14 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.86% | — | +1177.14% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.82% | — | — | |
| 16 | FIS | Fidelity National Info Serv | 株式-IT | 1.81% | -1.36% | EXIT | |
| 17 | CDNS | Cadence Design Sys INC | 株式-IT | 1.57% | -1.70% | EXIT | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 1.55% | — | — | |
| 19 | AZPNUSD | Aspen Technology INC | 株式-その他 | 1.52% | — | +896.69% | |
| 20 | VRSN | Verisign INC | 株式-IT | 1.52% | — | -6.92% | |
| 21 | CTAS | Cintas CORP | 株式-資本財 | 1.50% | — | +1764.86% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.48% | — | -61.42% | |
| 23 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.26% | — | +220.53% | |
| 24 | CSGP | Costar Group INC | 株式-不動産 | 1.24% | — | +22.86% | |
| 25 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 1.24% | — | — | |
| 26 | MSCI | Msci INC | 株式-金融 | 1.22% | — | +500.00% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | +3.49% | — | |
| 28 | ADSK | Autodesk INC | 株式-IT | 0.94% | — | — | |
| 29 | MXIM | Maxim Integrated Products | 株式-その他 | 0.93% | — | — | |
| 30 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.92% | — | +1126.80% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | -1.46% | EXIT | |
| 32 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.90% | — | — | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.90% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | — | |
| 35 | MSI | Motorola Solutions INC | 株式-IT | 0.89% | -5.78% | — | |
| 36 | APH | Amphenol Corp-cl A | 株式-IT | 0.89% | -1.37% | EXIT | |
| 37 | CDW | Cdw Corp/de | 株式-IT | 0.88% | — | +27.15% | |
| 38 | TRI | Thomson Reuters Corporation | 株式-資本財 | 0.88% | — | +464.18% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.73% | -1.27% | EXIT | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.62% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | — | |
| 42 | DAY | Dayforce INC | 株式-その他 | 0.62% | — | — | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.61% | — | -56.86% | |
| 44 | FISV | Fiserv INC | 株式-その他 | 0.61% | — | -65.16% | |
| 45 | JNP | Juniper Networks INC | 株式-その他 | 0.59% | — | — | |
| 46 | JBL | Jabil INC | 株式-IT | 0.58% | +3.71% | — | |
| 47 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.58% | — | +199.52% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.45% | +1.80% | NEW | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | -4.29% | EXIT | |
| 50 | ADI | Analog Devices INC | 株式-IT | 0.32% | — | -79.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +11.6% | +344.40% | 増加 |
| 2 | AMZN | Amazon.com INC | +3% | +182.29% | 増加 |
| 3 | TMUS | T-mobile US INC | +2.8% | +1981.87% | 増加 |
| 4 | MELI | Mercadolibre INC | +2.6% | +233.33% | 増加 |
| 5 | CHTR | Charter Communications Inc-a | +1.6% | +1177.14% | 増加 |
| 6 | CTAS | Cintas CORP | +1.4% | +1764.86% | 増加 |
| 7 | AZPNUSD | Aspen Technology INC | +1.2% | +896.69% | 増加 |
| 8 | CDNS | Cadence Design Sys INC | +0.9% | +265.45% | 増加 |
| 9 | MSCI | Msci INC | +0.8% | +500.00% | 増加 |
| 10 | JD | Jd.com Inc-adr | +0.8% | +1126.80% | 増加 |
| 11 | WMT | Walmart INC | +0.6% | +506.31% | 増加 |
| 12 | IQV | Iqvia Holdings INC | +0.6% | +220.53% | 増加 |
| 13 | TRI | Thomson Reuters Corporation | +0.5% | +464.18% | 増加 |
| 14 | ADBE | Adobe INC | +0.4% | +263.16% | 増加 |
| 15 | NXPI | NXP Semiconductors N.V. | +0.3% | +199.52% | 増加 |
| 16 | GPN | Global Payments INC | -0.5% | +58.40% | 増加 |
| 17 | CSGP | Costar Group INC | -0.7% | +22.86% | 増加 |
| 18 | IHS | Ihs Markit LTD | -0.8% | +52.34% | 増加 |
| 19 | MSFT | Microsoft CORP | -1.2% | +31.75% | 増加 |
| 20 | NVDA | Nvidia CORP | -1.7% | -56.86% | 減少 |
| 21 | ADI | Analog Devices INC | -2.4% | -79.14% | 減少 |
| 22 | SNPS | Synopsys INC | -3.3% | -97.36% | 減少 |
| 23 | FISV | Fiserv INC | -3.4% | -65.16% | 減少 |
| 24 | BABA | Alibaba Group Holding-sp Adr | -6.7% | -61.42% | 減少 |
| 25 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 26 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |
| 27 | XLF | Ss Financial Select Sector | — | NEW | 新規購入 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 29 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 30 | INTU | Intuit INC | — | NEW | 新規購入 |
| 31 | COUPEUR | Coupa Software INC | — | NEW | 新規購入 |
| 32 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 33 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 34 | BFAM | Bright Horizons Family Solut | — | NEW | 新規購入 |
| 35 | MRSH | Marsh & Mclennan Cos | — | EXIT | 全売却 |
| 36 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 37 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 38 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 39 | MXIM | Maxim Integrated Products | — | NEW | 新規購入 |
| 40 | CHKP | Check Point Software Technologies Ltd. | — | NEW | 新規購入 |
| 41 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 42 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 43 | MSI | Motorola Solutions INC | — | NEW | 新規購入 |
| 44 | ORCL | Oracle CORP | — | NEW | 新規購入 |
| 45 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 46 | DAY | Dayforce INC | — | NEW | 新規購入 |
| 47 | JNP | Juniper Networks INC | — | NEW | 新規購入 |
| 48 | JBL | Jabil INC | — | NEW | 新規購入 |
| 49 | TRU | Transunion | — | EXIT | 全売却 |
| 50 | XLI | Ss Industrial Select Sector | — | NEW | 新規購入 |