CIK: 0001720346
申告総資産額
$7600.0万
| # | 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 | MA | Mastercard INC - A | 株式-金融 | 12.70% | — | — | |
| 2 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 8.02% | — | -14.91% | |
| 3 | NICE | Nice LTD - Spon Adr | 株式-IT | 6.56% | — | -21.00% | |
| 4 | HON | Honeywell International INC | 株式-資本財 | 5.92% | — | -12.56% | |
| 5 | ROK | Rockwell Automation INC | 株式-資本財 | 5.49% | — | -12.45% | |
| 6 | I8R | Irobot CORP | 株式-その他 | 5.31% | — | -3.79% | |
| 7 | AKX | Ansys INC | 株式-その他 | 4.74% | — | +16.47% | |
| 8 | PTC | Ptc INC | 株式-IT | 4.55% | — | -13.60% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 4.12% | — | — | |
| 10 | MDSOEUR | Medidata Solutions INC | 株式-その他 | 4.05% | — | — | |
| 11 | CGNX | Cognex CORP | 株式-IT | 4.02% | — | -28.64% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 3.56% | — | — | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 3.30% | — | -34.63% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 3.01% | — | — | |
| 15 | XLNXEUR | Xilinx INC | 株式-その他 | 2.98% | — | — | |
| 16 | TER | Teradyne INC | 株式-IT | 2.64% | — | -43.85% | |
| 17 | OMCL | Omnicell INC | 株式-ヘルスケア | 2.50% | — | — | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 2.41% | — | — | |
| 19 | SPLKCHF | Splunk INC | 株式-その他 | 2.26% | — | — | |
| 20 | AVGO | Broadcom INC | 株式-IT | 2.01% | — | — | |
| 21 | IPGP | Ipg Photonics CORP | 株式-IT | 2.00% | — | -44.27% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.90% | — | — | |
| 23 | CTAS | Cintas CORP | 株式-資本財 | 1.66% | — | — | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.46% | — | — | |
| 25 | ILMN | Illumina INC | 株式-ヘルスケア | 1.43% | — | — | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AKX | Ansys INC | -1.3% | +16.47% | 増加 |
| 2 | I8R | Irobot CORP | -2.2% | -3.79% | 減少 |
| 3 | IPGP | Ipg Photonics CORP | -3.1% | -44.27% | 減少 |
| 4 | NVDA | Nvidia CORP | -3.8% | -34.63% | 減少 |
| 5 | CGNX | Cognex CORP | -4.1% | -28.64% | 減少 |
| 6 | TER | Teradyne INC | -4.4% | -43.85% | 減少 |
| 7 | PTC | Ptc INC | -4.5% | -13.60% | 減少 |
| 8 | ROK | Rockwell Automation INC | -4.7% | -12.45% | 減少 |
| 9 | HON | Honeywell International INC | -4.8% | -12.56% | 減少 |
| 10 | ISRG | Intuitive Surgical INC | -7.1% | -14.91% | 減少 |
| 11 | NICE | Nice LTD - Spon Adr | -7.4% | -21.00% | 減少 |
| 12 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 13 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 14 | MDSOEUR | Medidata Solutions INC | — | NEW | 新規購入 |
| 15 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 16 | HD | Home Depot INC | — | NEW | 新規購入 |
| 17 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |
| 18 | OMCL | Omnicell INC | — | NEW | 新規購入 |
| 19 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 20 | SPLKCHF | Splunk INC | — | NEW | 新規購入 |
| 21 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 22 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 23 | CTAS | Cintas CORP | — | NEW | 新規購入 |
| 24 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 25 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 26 | AMZN | Amazon.com INC | — | NEW | 新規購入 |