CIK: 0001714267
申告総資産額
$5.6億
| # | 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 | 8.95% | -3.18% | EXIT | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 7.12% | -0.16% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 6.55% | — | — | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 5.71% | -0.07% | — | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.12% | — | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.62% | -1.30% | EXIT | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.51% | — | — | |
| 8 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.41% | — | — | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.98% | — | +48.15% | |
| 10 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.97% | — | +482.08% | |
| 11 | APH | Amphenol Corp-cl A | 株式-IT | 2.73% | — | +1555.74% | |
| 12 | MU | Micron Technology INC | 株式-IT | 2.73% | +0.02% | +2051.59% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 2.72% | — | +1868.75% | |
| 14 | NOVT | Novanta INC | 株式-その他 | 2.56% | -0.92% | EXIT | |
| 15 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.52% | — | +0.12% | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 2.52% | — | +24.76% | |
| 17 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-その他 | 2.51% | — | — | |
| 18 | MRVL | Marvell Technology, Inc. | 株式-IT | 2.45% | — | — | |
| 19 | ASML | ASML Holding N.V. | 株式-IT | 2.39% | — | — | |
| 20 | GPN | Global Payments INC | 株式-資本財 | 2.07% | — | +19.38% | |
| 21 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.97% | — | — | |
| 22 | UPLDEUR | Upland Software INC | 株式-その他 | 1.94% | — | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.76% | -0.95% | +80.80% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.70% | — | — | |
| 25 | CABO | Cable One INC | 株式-通信サービス | 1.69% | — | — | |
| 26 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.68% | — | -54.61% | |
| 27 | SWKS | Skyworks Solutions INC | 株式-IT | 1.60% | — | — | |
| 28 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.41% | — | — | |
| 29 | AMAT | Applied Materials INC | 株式-IT | 1.22% | — | +278.75% | |
| 30 | OLED | Universal Display CORP | 株式-IT | 1.12% | — | — | |
| 31 | H | Hyatt Hotels CORP - Cl A | 株式-一般消費財 | 1.10% | — | — | |
| 32 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 1.00% | — | — | |
| 33 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.91% | +3.20% | — | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.88% | — | — | |
| 35 | WCC | Wesco International INC | 株式-資本財 | 0.86% | — | — | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.82% | — | — | |
| 37 | RRR | Red Rock Resorts Inc-class A | 株式-その他 | 0.74% | — | — | |
| 38 | SPGI | S&p Global INC | 株式-金融 | 0.73% | — | +80.68% | |
| 39 | FISV | Fiserv INC | 株式-その他 | 0.71% | — | +375.73% | |
| 40 | COUPEUR | Coupa Software INC | 株式-その他 | 0.69% | — | — | |
| 41 | FIS | Fidelity National Info Serv | 株式-IT | 0.34% | — | +220.15% | |
| 42 | OKTA | Okta INC | 株式-IT | 0.27% | — | — | |
| 43 | NOW | Servicenow INC | 株式-IT | 0.25% | — | — | |
| 44 | ROST | Ross Stores INC | 株式-一般消費財 | 0.23% | — | — | |
| 45 | TWTRUSD | Twitter INC | 株式-その他 | 0.21% | — | — |