CIK: 0001034524
申告総資産額
$144.6億
| # | 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 | 9.00% | -0.78% | +0.83% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 7.17% | +0.06% | +0.07% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.89% | +0.47% | +0.64% | |
| 4 | NKE | Nike INC -cl B | 株式-一般消費財 | 6.36% | — | +0.08% | |
| 5 | ADBE | Adobe INC | 株式-IT | 6.21% | -1.99% | -27.42% | |
| 6 | ADP | Automatic Data Processing | 株式-IT | 6.13% | — | +0.04% | |
| 7 | SBUX | Starbucks CORP | 株式-一般消費財 | 5.84% | +0.69% | +46.79% | |
| 8 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 5.58% | — | -0.38% | |
| 9 | ACN | Accenture plc | 株式-IT | 5.00% | -0.30% | +0.71% | |
| 10 | IT | Gartner INC | 株式-IT | 4.96% | — | +0.10% | |
| 11 | ZTS | Zoetis INC | 株式-ヘルスケア | 4.89% | +0.46% | +0.86% | |
| 12 | ALGN | Align Technology INC | 株式-ヘルスケア | 4.70% | — | -10.80% | |
| 13 | DG | Dollar General CORP | 株式-生活必需品 | 4.39% | — | +0.54% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 4.00% | +0.71% | — | |
| 15 | ORCL | Oracle CORP | 株式-IT | 3.72% | -0.87% | -21.88% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.66% | +1.89% | NEW | |
| 17 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 3.42% | — | +0.33% | |
| 18 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.67% | — | +1.97% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.38% | — | +0.00% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 2.29% | +0.13% | -25.18% | |
| 21 | MDSOEUR | Medidata Solutions INC | 株式-その他 | 0.26% | — | +8218.52% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.07% | — | +45.10% | |
| 23 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.07% | -0.08% | EXIT | |
| 24 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.05% | -0.16% | +14.39% | |
| 25 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.04% | — | +42.58% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 0.04% | — | +26.64% | |
| 27 | UL | Unilever PLC | 株式-生活必需品 | 0.04% | — | +20.47% | |
| 28 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.03% | — | +26.61% | |
| 29 | RELX | Relx PLC - Spon Adr | 株式-資本財 | 0.03% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.03% | -0.37% | +17.26% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.01% | — | +5.02% | |
| 32 | FOXF | Fox Factory Holding CORP | 株式-その他 | 0.01% | — | +9.15% | |
| 33 | POOL | Pool CORP | 株式-資本財 | 0.01% | — | +9.03% | |
| 34 | PAYC | Paycom Software INC | 株式-IT | 0.01% | -1.22% | +9.08% | |
| 35 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | — | — | +9.16% | |
| 36 | TREX | Trex Company INC | 株式-資本財 | — | — | +9.09% | |
| 37 | BLKB | Blackbaud INC | 株式-その他 | — | — | +9.07% | |
| 38 | CMD | Cantel Medical CORP | 株式-その他 | — | — | +9.19% | |
| 39 | ✓ | Nutri Sys INC New Com | 株式-その他 | — | — | +9.14% | |
| 40 | STMP | Stamps.com INC | 株式-その他 | — | — | +9.30% | |
| 41 | FIVE | Five Below | 株式-一般消費財 | — | — | -6.51% | |
| 42 | LOPE | Grand Canyon Education INC | 株式-生活必需品 | — | — | +9.20% | |
| 43 | ALRM | Alarm.com Holdings INC | 株式-その他 | — | — | +9.07% | |
| 44 | LFUS | Littelfuse INC | 株式-IT | — | — | +9.27% | |
| 45 | LMAT | Lemaitre Vascular INC | 株式-その他 | — | — | +33.85% | |
| 46 | GLOB | Globant S.A. | 株式-IT | — | -0.03% | EXIT | |
| 47 | NEOG | Neogen CORP | 株式-ヘルスケア | — | — | +9.15% | |
| 48 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | — | — | +9.04% | |
| 49 | MPWR | Monolithic Power Systems INC | 株式-IT | — | — | +9.08% | |
| 50 | MASI* | Masimo CORP | 株式-その他 | — | — | +9.07% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SBUX | Starbucks CORP | +2% | +46.79% | 増加 |
| 2 | ORLY | O'reilly Automotive INC | +0.6% | -0.38% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.3% | +0.83% | 増加 |
| 4 | IT | Gartner INC | +0.3% | +0.10% | 増加 |
| 5 | MDSOEUR | Medidata Solutions INC | +0.3% | +8218.52% | 増加 |
| 6 | REGN | Regeneron Pharmaceuticals | +0.1% | +0.33% | 増加 |
| 7 | V | Visa Inc-class A Shares | 0% | +0.07% | 増加 |
| 8 | ICLR | ICON Public Limited Company | 0% | +26.50% | 増加 |
| 9 | BABA | Alibaba Group Holding-sp Adr | 0% | +45.10% | 増加 |
| 10 | MDT | Medtronic plc | 0% | +26.64% | 増加 |
| 11 | CHKP | Check Point Software Technologies Ltd. | 0% | +26.61% | 増加 |
| 12 | IWF | Ishares Russell 1000 Growth | 0% | +17.26% | 増加 |
| 13 | FOXF | Fox Factory Holding CORP | 0% | +9.15% | 増加 |
| 14 | PAYC | Paycom Software INC | 0% | +9.08% | 増加 |
| 15 | BIDU | Baidu INC - Spon Adr | — | +42.58% | 増加 |
| 16 | SAP | Sap Se-sponsored Adr | — | +14.39% | 増加 |
| 17 | UL | Unilever PLC | — | +20.47% | 増加 |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | — | +9.16% | 増加 |
| 19 | ALRM | Alarm.com Holdings INC | — | +9.07% | 増加 |
| 20 | TREX | Trex Company INC | — | +9.09% | 増加 |
| 21 | LMAT | Lemaitre Vascular INC | — | +33.85% | 増加 |
| 22 | POOL | Pool CORP | — | +9.03% | 増加 |
| 23 | MASI* | Masimo CORP | — | +9.07% | 増加 |
| 24 | TREE | Lendingtree INC | — | +44.89% | 増加 |
| 25 | FIVE | Five Below | — | -6.51% | 減少 |
| 26 | EXLS | Exlservice Holdings INC | — | +9.07% | 増加 |
| 27 | EEFT | Euronet Worldwide INC | — | +9.05% | 増加 |
| 28 | NVO | Novo-nordisk A/s-spons Adr | — | +5.02% | 増加 |
| 29 | TXRH | Texas Roadhouse INC | — | +9.04% | 増加 |
| 30 | EPAM | Epam Systems INC | — | +9.25% | 増加 |
| 31 | ADP | Automatic Data Processing | 0% | +0.04% | 増加 |
| 32 | DG | Dollar General CORP | -0.1% | +0.54% | 増加 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.00% | 増加 |
| 34 | ZTS | Zoetis INC | -0.2% | +0.86% | 増加 |
| 35 | GOOG | Alphabet Inc-cl C | -0.3% | +0.64% | 増加 |
| 36 | BKNG | Booking Holdings INC | -0.4% | +1.97% | 増加 |
| 37 | NKE | Nike INC -cl B | -0.4% | +0.08% | 増加 |
| 38 | ACN | Accenture plc | -0.4% | +0.71% | 増加 |
| 39 | ALGN | Align Technology INC | -0.5% | -10.80% | 減少 |
| 40 | MA | Mastercard INC - A | -0.8% | -25.18% | 減少 |
| 41 | ORCL | Oracle CORP | -0.9% | -21.88% | 減少 |
| 42 | META | Meta Platforms Inc-class A | -1.2% | +1.02% | 増加 |
| 43 | ADBE | Adobe INC | -2.5% | -27.42% | 減少 |
| 44 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 45 | RELX | Relx PLC - Spon Adr | — | NEW | 新規購入 |
| 46 | RELX | Relx PLC | — | EXIT | 全売却 |
| 47 | ✓ | Ellie Mae INC Com | — | NEW | 新規購入 |
| 48 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 49 | MKTX | Marketaxess Holdings INC | — | EXIT | 全売却 |
| 50 | WAGE | Wageworks INC | — | EXIT | 全売却 |