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 | MSFT | Microsoft CORP | 株式-IT | 14.06% | — | +168.16% | |
| 2 | SNPS | Synopsys INC | 株式-IT | 8.94% | — | +123.40% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 4.52% | — | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.08% | — | — | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.80% | — | -38.94% | |
| 6 | MCK | Mckesson CORP | 株式-ヘルスケア | 3.69% | — | — | |
| 7 | MCO | Moody's CORP | 株式-金融 | 3.61% | — | — | |
| 8 | WM | Waste Management INC | 株式-資本財 | 3.23% | -1.23% | EXIT | |
| 9 | ECL | Ecolab INC | 株式-素材 | 2.96% | — | +204.56% | |
| 10 | DDOG | Datadog INC - Class A | 株式-IT | 2.96% | — | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.78% | — | +43.74% | |
| 12 | ADI | Analog Devices INC | 株式-IT | 2.34% | — | — | |
| 13 | ORCL | Oracle CORP | 株式-IT | 2.24% | — | +30.40% | |
| 14 | CDNS | Cadence Design Sys INC | 株式-IT | 2.23% | -1.70% | EXIT | |
| 15 | CTAS | Cintas CORP | 株式-資本財 | 1.85% | — | — | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.79% | -1.27% | EXIT | |
| 17 | ✓ | 株式-その他 | 1.66% | — | -32.85% | ||
| 18 | AAPL | Apple INC | 株式-IT | 1.43% | — | — | |
| 19 | ACN | Accenture plc | 株式-IT | 1.40% | — | +45.57% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.36% | -6.22% | EXIT | |
| 21 | AMAT | Applied Materials INC | 株式-IT | 1.25% | — | — | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.20% | — | +44.03% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.16% | — | — | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.14% | — | +37.22% | |
| 25 | ADSK | Autodesk INC | 株式-IT | 1.13% | — | -0.99% | |
| 26 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.11% | — | — | |
| 27 | TRMB | Trimble INC | 株式-IT | 0.96% | — | +987.46% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | +3.49% | — | |
| 29 | PANW | Palo Alto Networks INC | 株式-IT | 0.95% | — | — | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.95% | -2.81% | EXIT | |
| 31 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.94% | — | — | |
| 32 | SPGI | S&p Global INC | 株式-金融 | 0.94% | +1.04% | NEW | |
| 33 | QRVO | Qorvo INC | 株式-IT | 0.94% | — | — | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.93% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.93% | — | +5.61% | |
| 36 | ZS | Zscaler INC | 株式-IT | 0.93% | — | — | |
| 37 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.92% | — | -56.47% | |
| 38 | TEL | TE Connectivity plc | 株式-IT | 0.91% | — | -58.53% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.90% | — | — | |
| 40 | APH | Amphenol Corp-cl A | 株式-IT | 0.72% | -1.37% | EXIT | |
| 41 | FOXA | Fox CORP - Class A | 株式-通信サービス | 0.71% | — | -18.62% | |
| 42 | FTNT | Fortinet INC | 株式-IT | 0.70% | — | — | |
| 43 | AKX | Ansys INC | 株式-その他 | 0.70% | — | — | |
| 44 | AON | Aon plc | 株式-金融 | 0.69% | — | -71.20% | |
| 45 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.68% | — | — | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | — | |
| 47 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.67% | — | -61.72% | |
| 48 | NDAQ | Nasdaq INC | 株式-金融 | 0.66% | — | +87.22% | |
| 49 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.50% | — | -47.54% | |
| 50 | TER | Teradyne INC | 株式-IT | 0.48% | +0.92% | NEW |