CIK: 0001656735
申告総資産額
$1.8億
| # | 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 | MA | Mastercard INC - A | 株式-金融 | 7.93% | -0.48% | -3.65% | |
| 2 | MKTX | Marketaxess Holdings INC | 株式-金融 | 7.05% | — | +10.80% | |
| 3 | INTU | Intuit INC | 株式-IT | 6.36% | +0.68% | +2.84% | |
| 4 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 5.91% | +0.55% | +2.49% | |
| 5 | AKX | Ansys INC | 株式-その他 | 5.71% | -7.28% | EXIT | |
| 6 | PYPL | Paypal Holdings INC | 株式-金融 | 5.70% | — | +1.94% | |
| 7 | TECH | Bio-techne CORP | 株式-ヘルスケア | 5.69% | -0.14% | +1.96% | |
| 8 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 5.65% | -1.19% | -6.72% | |
| 9 | ILMN | Illumina INC | 株式-ヘルスケア | 5.64% | -2.10% | EXIT | |
| 10 | MASI* | Masimo CORP | 株式-その他 | 5.47% | — | +2.52% | |
| 11 | PTC | Ptc INC | 株式-IT | 4.99% | +1.77% | +2.49% | |
| 12 | WDAY | Workday Inc-class A | 株式-IT | 4.94% | +0.19% | +2.97% | |
| 13 | ICE | Intercontinental Exchange In | 株式-金融 | 4.43% | -0.14% | -8.52% | |
| 14 | TYL | Tyler Technologies INC | 株式-IT | 4.34% | -0.38% | +2.51% | |
| 15 | VRSK | Verisk Analytics INC | 株式-資本財 | 3.99% | — | +2.51% | |
| 16 | RMD | Resmed INC | 株式-ヘルスケア | 3.85% | — | +49.50% | |
| 17 | CSGP | Costar Group INC | 株式-不動産 | 3.40% | +0.14% | +924.89% | |
| 18 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 3.06% | — | +2.51% | |
| 19 | ABMDEUR | Abiomed INC | 株式-その他 | 2.19% | — | — | |
| 20 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.49% | +0.11% | +2.50% | |
| 21 | MRVI | Maravai Lifesciences Hldgs-a | 株式-その他 | 1.13% | — | — | |
| 22 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.61% | — | — | |
| 23 | APPF | Appfolio INC - A | 株式-IT | 0.46% | — | +2.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 2 | MKTX | Marketaxess Holdings INC | — | EXIT | 全売却 |
| 3 | AKX | Ansys INC | — | EXIT | 全売却 |
| 4 | TW | Tradeweb Markets Inc-class A | — | EXIT | 全売却 |
| 5 | MASI* | Masimo CORP | — | EXIT | 全売却 |
| 6 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 7 | INTU | Intuit INC | — | EXIT | 全売却 |
| 8 | PTC | Ptc INC | — | EXIT | 全売却 |
| 9 | TECH | Bio-techne CORP | — | EXIT | 全売却 |
| 10 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 11 | EW | Edwards Lifesciences CORP | — | EXIT | 全売却 |
| 12 | ICE | Intercontinental Exchange In | — | EXIT | 全売却 |
| 13 | ILMN | Illumina INC | — | EXIT | 全売却 |
| 14 | TYL | Tyler Technologies INC | — | EXIT | 全売却 |
| 15 | VRSK | Verisk Analytics INC | — | EXIT | 全売却 |
| 16 | CSGP | Costar Group INC | — | EXIT | 全売却 |
| 17 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 18 | BSX | Boston Scientific CORP | — | EXIT | 全売却 |
| 19 | RMD | Resmed INC | — | EXIT | 全売却 |
| 20 | MTD | Mettler-toledo International | — | EXIT | 全売却 |
| 21 | APPF | Appfolio INC - A | — | EXIT | 全売却 |