CIK: 0001173889
申告総資産額
$1.7億
| # | 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 | 25.31% | -3.07% | +5.42% | |
| 2 | ADBE | Adobe INC | 株式-IT | 22.62% | — | +23.23% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 13.02% | +0.07% | +30.40% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 13.00% | +0.07% | +40.58% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.66% | +1.41% | +48.33% | |
| 6 | AAPL | Apple INC | 株式-IT | 7.40% | +1.97% | — | |
| 7 | NOW | Servicenow INC | 株式-IT | 4.81% | — | -49.38% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.62% | — | — | |
| 9 | ZS | Zscaler INC | 株式-IT | 0.21% | — | — | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | +0.24% | +9.38% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.11% | — | — | |
| 12 | ACN | Accenture plc | 株式-IT | 0.05% | — | — | |
| 13 | OKTA | Okta INC | 株式-IT | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1.9% | +48.33% | 増加 |
| 2 | MA | Mastercard INC - A | +0.3% | +40.58% | 増加 |
| 3 | ADBE | Adobe INC | 0% | +23.23% | 増加 |
| 4 | COST | Costco Wholesale CORP | -0.1% | +9.38% | 増加 |
| 5 | V | Visa Inc-class A Shares | -1% | +30.40% | 増加 |
| 6 | MSFT | Microsoft CORP | -6% | +5.42% | 増加 |
| 7 | NOW | Servicenow INC | -6.5% | -49.38% | 減少 |
| 8 | AAPL | Apple INC | — | NEW | 新規購入 |
| 9 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 10 | ZS | Zscaler INC | — | NEW | 新規購入 |
| 11 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 12 | ACN | Accenture plc | — | NEW | 新規購入 |
| 13 | OKTA | Okta INC | — | NEW | 新規購入 |