CIK: 0001454502
申告総資産額
$9.6億
| # | 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 | 20.45% | -4.17% | +44.74% | |
| 2 | TDG | Transdigm Group INC | 株式-資本財 | 17.23% | -1.54% | +15.54% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 13.70% | -1.00% | -19.62% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 12.53% | -1.13% | -8.08% | |
| 5 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 7.99% | +0.11% | — | |
| 6 | ASML | ASML Holding N.V. | 株式-IT | 7.10% | +4.44% | — | |
| 7 | LRCX | Lam Research CORP | 株式-IT | 6.94% | -5.26% | EXIT | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.98% | +0.31% | — | |
| 9 | MCO | Moody's CORP | 株式-金融 | 5.14% | — | -21.95% | |
| 10 | CCC | Ccc Intelligent Solutions Ho | 株式-IT | 2.95% | -0.60% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 2 | TDG | Transdigm Group INC | — | NEW | 新規購入 |
| 3 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 4 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 5 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 6 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 7 | LRCX | Lam Research CORP | — | NEW | 新規購入 |
| 8 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 9 | MCO | Moody's CORP | — | NEW | 新規購入 |
| 10 | CCC | Ccc Intelligent Solutions Ho | — | NEW | 新規購入 |