CIK: 0001911018
申告総資産額
$3165.4万
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.10% | — | +102.43% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.01% | — | -8.54% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.88% | — | -10.42% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.96% | — | -14.99% | |
| 5 | ORCL | Oracle CORP | 株式-IT | 2.73% | — | +9.35% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.67% | — | -12.63% | |
| 7 | MCHP | Microchip Technology INC | 株式-IT | 2.53% | — | +220.72% | |
| 8 | VMWEUR | Vmware Inc-class A | 株式-その他 | 2.37% | — | +14.77% | |
| 9 | TWLO | Twilio INC - A | 株式-IT | 2.26% | — | +278.85% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 2.15% | — | +17.42% | |
| 11 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 1.87% | — | +46.56% | |
| 12 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.79% | — | -11.70% | |
| 13 | ROKU | Roku INC | 株式-通信サービス | 1.75% | — | +109.91% | |
| 14 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.72% | — | — | |
| 15 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 1.65% | — | +20.79% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.65% | — | -27.97% | |
| 17 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.64% | — | +159.67% | |
| 18 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.54% | — | +18.73% | |
| 19 | ELF | Elf Beauty INC | 株式-生活必需品 | 1.47% | — | +4.94% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.44% | — | -61.02% | |
| 21 | OMC | Omnicom Group | 株式-通信サービス | 1.32% | — | — | |
| 22 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.23% | — | +5.96% | |
| 23 | SNPS | Synopsys INC | 株式-IT | 1.19% | — | +14.85% | |
| 24 | JNP | Juniper Networks INC | 株式-その他 | 1.17% | — | — | |
| 25 | CGNX | Cognex CORP | 株式-IT | 1.16% | — | +116.58% | |
| 26 | MASI* | Masimo CORP | 株式-その他 | 1.13% | — | -19.78% | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 1.08% | — | +33.33% | |
| 28 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.06% | — | — | |
| 29 | ZS | Zscaler INC | 株式-IT | 1.04% | — | +19.24% | |
| 30 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.03% | — | +53.81% | |
| 31 | PAYC | Paycom Software INC | 株式-IT | 1.01% | — | -8.87% | |
| 32 | PLTK | Playtika Holding CORP | 株式-その他 | 1.01% | — | +96.55% | |
| 33 | WDAY | Workday Inc-class A | 株式-IT | 1.00% | — | -3.46% | |
| 34 | BSY | Bentley Systems Inc-class B | 株式-IT | 0.97% | — | -3.30% | |
| 35 | GMED | Globus Medical INC - A | 株式-ヘルスケア | 0.95% | — | +48.19% | |
| 36 | XYZ | Block INC | 株式-金融 | 0.94% | — | +216.09% | |
| 37 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.92% | — | — | |
| 38 | FTNT | Fortinet INC | 株式-IT | 0.91% | — | -6.87% | |
| 39 | UHS | Universal Health Services-b | 株式-ヘルスケア | 0.89% | — | — | |
| 40 | MDB | Mongodb INC | 株式-IT | 0.85% | — | -23.22% | |
| 41 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.84% | — | +8.74% | |
| 42 | SHOP | Shopify INC - Class A | 株式-IT | 0.82% | — | -16.06% | |
| 43 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.79% | — | +9.65% | |
| 44 | EXEL | Exelixis INC | 株式-ヘルスケア | 0.78% | — | — | |
| 45 | APO | Apollo Global Management INC | 株式-金融 | 0.78% | — | — | |
| 46 | ICE | Intercontinental Exchange In | 株式-金融 | 0.75% | — | +10.17% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.75% | — | -8.44% | |
| 48 | SE | Sea Ltd-adr | 株式-通信サービス | 0.72% | — | — | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.72% | — | — | |
| 50 | EXR | Extra Space Storage INC | 株式-不動産 | 0.70% | — | +44.58% |