CIK: 0001484256
申告総資産額
$2.8億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.81% | -0.12% | -6.68% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.62% | +0.05% | -15.38% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.38% | +0.16% | -8.29% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.33% | +0.13% | -4.52% | |
| 5 | ✓ | Visa Inc. | 株式-その他 | 3.88% | +0.11% | +1.23% | |
| 6 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.68% | -0.05% | -7.24% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.37% | — | -8.22% | |
| 8 | UBER | Uber Technologies INC | 株式-資本財 | 3.08% | — | -17.15% | |
| 9 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 2.85% | — | +2.47% | |
| 10 | SHOP | Shopify INC - Class A | 株式-IT | 2.73% | +0.06% | -16.36% | |
| 11 | NFLX | Netflix INC | 株式-通信サービス | 2.70% | — | -4.46% | |
| 12 | BX | Blackstone INC | 株式-金融 | 2.59% | -0.02% | -10.32% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.35% | — | -1.60% | |
| 14 | ✓ | Mastercard Incorporated | 株式-その他 | 2.24% | — | -1.57% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.18% | +0.05% | -1.53% | |
| 16 | ✓ | Intuitive Surgical, Inc. | 株式-その他 | 2.13% | +0.03% | -0.98% | |
| 17 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.05% | — | -0.82% | |
| 18 | INTU | Intuit INC | 株式-IT | 2.00% | -0.05% | -0.57% | |
| 19 | ✓ | ServiceNow Inc. | 株式-その他 | 1.91% | -0.05% | -7.62% | |
| 20 | KKR | Kkr & Co INC | 株式-金融 | 1.85% | +0.01% | -14.77% | |
| 21 | ✓ | PayPal Holdings, Inc. | 株式-その他 | 1.77% | -0.19% | EXIT | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.71% | — | -8.92% | |
| 23 | ADSK | Autodesk INC | 株式-IT | 1.70% | — | -9.42% | |
| 24 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.64% | -0.41% | EXIT | |
| 25 | FIVN | Five9 INC | 株式-IT | 1.58% | — | -9.58% | |
| 26 | CPRT | Copart INC | 株式-資本財 | 1.54% | — | -6.43% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.53% | +0.28% | -9.71% | |
| 28 | MSI | Motorola Solutions INC | 株式-IT | 1.45% | — | -27.91% | |
| 29 | SNAP | Snap INC - A | 株式-通信サービス | 1.41% | — | -37.62% | |
| 30 | DDOG | Datadog INC - Class A | 株式-IT | 1.34% | — | -22.07% | |
| 31 | CDW | Cdw Corp/de | 株式-IT | 1.33% | — | -17.49% | |
| 32 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.27% | — | — | |
| 33 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.26% | — | -2.99% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 1.21% | +0.16% | -0.64% | |
| 35 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.18% | — | +5.87% | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.14% | — | -11.58% | |
| 37 | ✓ | Edwards Lifesciences Corporation | 株式-その他 | 1.10% | — | +20.90% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.08% | +0.10% | +51.77% | |
| 39 | WDAY | Workday Inc-class A | 株式-IT | 1.04% | — | -12.32% | |
| 40 | ILMN | Illumina INC | 株式-ヘルスケア | 0.99% | — | -11.79% | |
| 41 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.97% | — | -18.18% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +52.95% | |
| 43 | POOL | Pool CORP | 株式-資本財 | 0.79% | — | -9.26% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | +48.50% | |
| 45 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.73% | — | -8.20% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.66% | — | -7.45% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | — | +52.99% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | — | +56.56% | |
| 49 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.52% | — | -5.61% | |
| 50 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.43% | — | — |