CIK: 0001593324
申告総資産額
$85.2億
上位200銘柄を表示中（全848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 | MELI | Mercadolibre INC | 株式-一般消費財 | 3.12% | — | +17.43% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.86% | — | -7.68% | |
| 3 | PDD | Pdd Holdings INC | 株式-一般消費財 | 2.43% | — | +17.48% | |
| 4 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.34% | — | +17.37% | |
| 5 | NTES | Netease Inc-adr | 株式-通信サービス | 1.61% | — | +14.89% | |
| 6 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.35% | — | +17.67% | |
| 7 | NBIS | Nebius Group NV | 株式-その他 | 1.24% | — | +24.02% | |
| 8 | STMP | Stamps.com INC | 株式-その他 | 1.11% | — | +12.73% | |
| 9 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.09% | — | +17.68% | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 1.05% | — | +15.07% | |
| 11 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 1.02% | — | +17.31% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.01% | — | +36.28% | |
| 13 | ADI | Analog Devices INC | 株式-IT | 1.00% | — | +22.12% | |
| 14 | NOK | Nokia Corp-spon Adr | 株式-IT | 0.95% | — | +26.84% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | -1.85% | |
| 16 | ETSY | Etsy INC | 株式-一般消費財 | 0.87% | — | +9.96% | |
| 17 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 0.85% | — | +27.13% | |
| 18 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 0.85% | — | +12.75% | |
| 19 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.84% | — | +26.88% | |
| 20 | XLNXEUR | Xilinx INC | 株式-その他 | 0.81% | — | +21.42% | |
| 21 | FLWS | 1-800-flowers.com Inc-cl A | 株式-その他 | 0.78% | — | +12.75% | |
| 22 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 0.77% | — | +15.68% | |
| 23 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.76% | — | +12.74% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.76% | — | +132.09% | |
| 25 | SE | Sea Ltd-adr | 株式-通信サービス | 0.76% | — | +18.12% | |
| 26 | BBBY | Bed Bath & Beyond INC | 株式-その他 | 0.76% | — | +15.47% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.73% | — | -22.34% | |
| 28 | PETS | Petmed Express INC | 株式-その他 | 0.73% | — | +13.94% | |
| 29 | CPRT | Copart INC | 株式-資本財 | 0.72% | — | -21.13% | |
| 30 | AKAM | Akamai Technologies INC | 株式-IT | 0.66% | — | +27.22% | |
| 31 | KEYS | Keysight Technologies In | 株式-IT | 0.66% | — | +21.20% | |
| 32 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 0.63% | — | -1.73% | |
| 33 | AMT | American Tower CORP | 株式-不動産 | 0.63% | — | +27.42% | |
| 34 | HIO | Western Asset Hi INC Opport | 株式-その他 | 0.62% | — | -1.73% | |
| 35 | SWKS | Skyworks Solutions INC | 株式-IT | 0.61% | — | +14.32% | |
| 36 | GOTU | Gaotu Techedu INC | 株式-その他 | 0.61% | — | +93.46% | |
| 37 | CVNA | Carvana Co | 株式-一般消費財 | 0.60% | — | +13.57% | |
| 38 | ✓ | 株式-その他 | 0.59% | — | +12.73% | ||
| 39 | ISD | Pgim High Yield Bond Fund | 株式-その他 | 0.58% | — | -1.73% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +24.46% | |
| 41 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.58% | — | +23.82% | |
| 42 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.57% | — | -1.73% | |
| 43 | XAODX | Abrdn Total Dynamic Dividend | 株式-その他 | 0.57% | — | -1.73% | |
| 44 | GHY | Pgim Global High Yield Fund | 株式-その他 | 0.56% | — | -1.73% | |
| 45 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.56% | — | -1.73% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.56% | — | +7.82% | |
| 47 | XEMDX | Western Asset Emrg Mrkt Dbt | 株式-その他 | 0.56% | — | -1.73% | |
| 48 | EBAY | Ebay INC | 株式-一般消費財 | 0.55% | — | +13.32% | |
| 49 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 0.55% | — | -1.73% | |
| 50 | SHOP | Shopify INC - Class A | 株式-IT | 0.54% | — | +12.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre INC | +1.3% | +17.43% | 増加 |
| 2 | PDD | Pdd Holdings INC | +1.1% | +17.48% | 増加 |
| 3 | JD | Jd.com Inc-adr | +0.9% | +17.37% | 増加 |
| 4 | STMP | Stamps.com INC | +0.8% | +12.73% | 増加 |
| 5 | W | Wayfair Inc- Class A | +0.6% | +17.68% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.5% | +132.09% | 増加 |
| 7 | NTES | Netease Inc-adr | +0.5% | +14.89% | 増加 |
| 8 | BBBY | Bed Bath & Beyond INC | +0.5% | +15.47% | 増加 |
| 9 | GOTU | Gaotu Techedu INC | +0.5% | +93.46% | 増加 |
| 10 | MSCI | Msci INC | +0.4% | +396.35% | 増加 |
| 11 | TER | Teradyne INC | +0.4% | +949.58% | 増加 |
| 12 | ETSY | Etsy INC | +0.4% | +9.96% | 増加 |
| 13 | LITE | Lumentum Holdings INC | +0.4% | +316.82% | 増加 |
| 14 | META | Meta Platforms Inc-class A | +0.4% | +1286.37% | 増加 |
| 15 | AUDC | AudioCodes Ltd. | +0.4% | +24554.87% | 増加 |
| 16 | CRUS | Cirrus Logic INC | +0.4% | +1576.12% | 増加 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +900.46% | 増加 |
| 18 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -7.68% | 減少 |
| 19 | EDU | New Oriental Education & Technology Group Inc. | -0.4% | -45.88% | 減少 |
| 20 | DHI | Dr Horton INC | -0.4% | -95.93% | 減少 |
| 21 | PCTY | Paylocity Holding CORP | -0.4% | -39.53% | 減少 |
| 22 | V | Visa Inc-class A Shares | -0.4% | -72.77% | 減少 |
| 23 | NKE | Nike INC -cl B | -0.4% | -86.47% | 減少 |
| 24 | CPRT | Copart INC | -0.4% | -21.13% | 減少 |
| 25 | STNE | StoneCo Ltd. | -0.5% | -44.93% | 減少 |
| 26 | CHGG | Chegg INC | -0.5% | -46.51% | 減少 |
| 27 | NOW | Servicenow INC | -0.5% | -87.15% | 減少 |
| 28 | ZTO | Zto Express Cayman Inc-adr | -0.5% | -83.38% | 減少 |
| 29 | LDOS | Leidos Holdings INC | -0.6% | -99.78% | 減少 |
| 30 | INMD | InMode Ltd. | -0.6% | -72.69% | 減少 |
| 31 | PAYC | Paycom Software INC | -0.6% | -81.29% | 減少 |
| 32 | JPM | Jpmorgan Chase & Co | -0.6% | -84.26% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.7% | -79.64% | 減少 |
| 34 | CDW | Cdw Corp/de | -0.7% | -99.74% | 減少 |
| 35 | ADBE | Adobe INC | -0.8% | -97.84% | 減少 |
| 36 | OLED | Universal Display CORP | — | EXIT | 全売却 |
| 37 | NMIH | Nmi Holdings INC | — | EXIT | 全売却 |
| 38 | PFSI | Pennymac Financial Services | — | EXIT | 全売却 |
| 39 | FND | Floor & Decor Holdings Inc-a | — | EXIT | 全売却 |
| 40 | JBL | Jabil INC | — | EXIT | 全売却 |
| 41 | G | Genpact Limited | — | EXIT | 全売却 |
| 42 | PLMR | Palomar Holdings INC | — | NEW | 新規購入 |
| 43 | REGN | Regeneron Pharmaceuticals | — | NEW | 新規購入 |
| 44 | ZM | Zoom Communications INC | — | NEW | 新規購入 |
| 45 | PLNT | Planet Fitness INC - Cl A | — | EXIT | 全売却 |
| 46 | FNV | Franco-nevada CORP | — | EXIT | 全売却 |
| 47 | GO | Grocery Outlet Holding CORP | — | NEW | 新規購入 |
| 48 | EEFT | Euronet Worldwide INC | — | EXIT | 全売却 |
| 49 | TTC | Toro Co | — | EXIT | 全売却 |
| 50 | AL | Air Lease CORP | — | EXIT | 全売却 |