CIK: 0001027451
申告総資産額
$2276.9万
| # | 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 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 8.14% | — | +184.34% | |
| 2 | EBAY | Ebay INC | 株式-一般消費財 | 5.50% | — | +56.19% | |
| 3 | ADBE | Adobe INC | 株式-IT | 5.18% | — | -2.77% | |
| 4 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 4.43% | — | +13.92% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.22% | — | -6.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.19% | — | +37.87% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 4.15% | — | +23.47% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.04% | — | +15.66% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 3.94% | — | +29.42% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.74% | — | +3.29% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 3.61% | — | +119.09% | |
| 12 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 3.43% | — | +4.44% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.04% | — | — | |
| 14 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 2.95% | — | +98.68% | |
| 15 | NOW | Servicenow INC | 株式-IT | 2.87% | — | — | |
| 16 | VLRS | Controladora Vuela Cia-adr | 株式-その他 | 2.71% | — | — | |
| 17 | WDAY | Workday Inc-class A | 株式-IT | 2.63% | — | — | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.50% | — | -73.57% | |
| 19 | A | Agilent Technologies INC | 株式-ヘルスケア | 2.45% | — | — | |
| 20 | PRTY1EUR | Party City Holdco INC | 株式-その他 | 2.38% | — | — | |
| 21 | APO | Apollo Global Management, Inc. | 株式-金融 | 2.23% | — | -13.21% | |
| 22 | BOOT | Boot Barn Holdings INC | 株式-一般消費財 | 1.80% | — | — | |
| 23 | OOMA | Ooma INC | 株式-その他 | 1.77% | — | — | |
| 24 | ✓ | Ttoo | 株式-その他 | 1.68% | — | -13.10% | |
| 25 | RYAAY | Ryanair Holdings Plc-sp Adr | 株式-資本財 | 1.53% | — | — | |
| 26 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.25% | — | -54.36% | |
| 27 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.83% | — | — | |
| 28 | DAL | Delta Air Lines INC | 株式-資本財 | 0.73% | — | — | |
| 29 | SE | Sea Ltd-adr | 株式-通信サービス | 0.62% | — | +11.91% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.60% | — | +11.45% | |
| 31 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.52% | — | +596.00% | |
| 32 | NTAP | Netapp INC | 株式-IT | 0.51% | — | +160.00% | |
| 33 | APTV | Aptiv PLC | 株式-一般消費財 | 0.49% | — | +33.93% | |
| 34 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 0.44% | — | — | |
| 35 | P | Everpure Inc-a | 株式-IT | 0.42% | — | — | |
| 36 | TWTRUSD | Twitter INC | 株式-その他 | 0.40% | — | — | |
| 37 | PAYC | Paycom Software INC | 株式-IT | 0.39% | — | — | |
| 38 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 0.39% | — | — | |
| 39 | DENN | Denny's CORP | 株式-その他 | 0.38% | — | — | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.37% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | — | |
| 43 | PZZA | Papa John's Intl INC | 株式-その他 | 0.36% | — | +53.80% | |
| 44 | NTNX | Nutanix INC - A | 株式-IT | 0.33% | — | -54.33% | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.29% | — | — | |
| 46 | BRX | Brixmor Property Group INC | 株式-不動産 | 0.29% | — | — | |
| 47 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.28% | — | +33.33% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.26% | — | — | |
| 49 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.23% | — | -28.57% | |
| 50 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.23% | — | — |