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 | AAPL | Apple INC | 株式-IT | 12.47% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 10.70% | -3.18% | EXIT | |
| 3 | NDAQ | Nasdaq INC | 株式-金融 | 8.92% | — | +1966.40% | |
| 4 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 7.72% | — | +6.30% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 7.33% | — | +48.94% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 6.92% | -0.07% | — | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 6.12% | -0.16% | — | |
| 8 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 4.70% | — | +52.01% | |
| 9 | ROST | Ross Stores INC | 株式-一般消費財 | 3.93% | — | +23.11% | |
| 10 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 3.68% | — | — | |
| 11 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.68% | — | +17.15% | |
| 12 | NOVT | Novanta INC | 株式-その他 | 3.49% | -0.92% | EXIT | |
| 13 | ZTS | Zoetis INC | 株式-ヘルスケア | 3.47% | — | -23.11% | |
| 14 | NXPI | NXP Semiconductors N.V. | 株式-IT | 3.22% | — | -23.63% | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 2.98% | — | +35.24% | |
| 16 | APH | Amphenol Corp-cl A | 株式-IT | 2.77% | — | -42.38% | |
| 17 | PGNY | Progyny INC | 株式-その他 | 1.98% | — | -32.46% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.40% | — | — | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.25% | — | — | |
| 20 | SPGI | S&p Global INC | 株式-金融 | 0.78% | — | -89.65% | |
| 21 | WDAY | Workday Inc-class A | 株式-IT | 0.58% | — | — | |
| 22 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.49% | — | — | |
| 23 | NOW | Servicenow INC | 株式-IT | 0.48% | — | -91.60% | |
| 24 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.29% | +3.20% | -82.35% | |
| 25 | UBER | Uber Technologies INC | 株式-資本財 | 0.24% | -0.56% | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | -1.85% | EXIT |