CIK: 0001401388
申告総資産額
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| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.08% | — | +13.06% | |
| 2 | ALGN | Align Technology INC | 株式-ヘルスケア | 6.02% | — | +91.44% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.89% | — | -25.67% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.69% | — | -12.51% | |
| 5 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 5.60% | — | +310.10% | |
| 6 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 5.60% | — | — | |
| 7 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 5.58% | — | +214.65% | |
| 8 | ETSY | Etsy INC | 株式-一般消費財 | 4.88% | — | — | |
| 9 | FIS | Fidelity National Info Serv | 株式-IT | 4.56% | — | -6.80% | |
| 10 | WM | Waste Management INC | 株式-資本財 | 4.51% | — | -1.26% | |
| 11 | NOW | Servicenow INC | 株式-IT | 4.29% | — | +14.74% | |
| 12 | CASY | Casey's General Stores INC | 株式-一般消費財 | 3.98% | — | — | |
| 13 | APD | Air Products & Chemicals INC | 株式-素材 | 3.67% | — | +1.10% | |
| 14 | ARMK | Aramark | 株式-資本財 | 3.59% | — | +63.70% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 3.50% | — | — | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 3.48% | — | -41.02% | |
| 17 | NEXT | Nextdecade CORP | 株式-その他 | 3.29% | — | — | |
| 18 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 3.18% | — | -39.22% | |
| 19 | COUPEUR | Coupa Software INC | 株式-その他 | 3.06% | — | +3.97% | |
| 20 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 3.05% | — | -15.53% | |
| 21 | TDG | Transdigm Group INC | 株式-資本財 | 3.02% | — | +18.89% | |
| 22 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 2.90% | — | -29.75% | |
| 23 | FISV | Fiserv INC | 株式-その他 | 2.45% | — | -25.79% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.63% | — | — | |
| 25 | SDCCQ | Smiledirectclub INC | 株式-その他 | 0.26% | — | — | |
| 26 | CRON | Cronos Group INC | 株式-その他 | 0.24% | — | +62.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | +4.1% | +214.65% | 増加 |
| 2 | PLNT | Planet Fitness INC - Cl A | +4% | +310.10% | 増加 |
| 3 | ALGN | Align Technology INC | +2.3% | +91.44% | 増加 |
| 4 | NOW | Servicenow INC | +1.5% | +14.74% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +1.2% | +13.06% | 増加 |
| 6 | COUPEUR | Coupa Software INC | +0.8% | +3.97% | 増加 |
| 7 | DPZ | Domino's Pizza INC | +0.6% | -15.53% | 減少 |
| 8 | APD | Air Products & Chemicals INC | +0.5% | +1.10% | 増加 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.4% | -12.51% | 減少 |
| 10 | FIS | Fidelity National Info Serv | +0.4% | -6.80% | 減少 |
| 11 | WM | Waste Management INC | +0.3% | -1.26% | 減少 |
| 12 | AMZN | Amazon.com INC | +0.3% | -25.67% | 減少 |
| 13 | CRON | Cronos Group INC | +0.1% | +62.06% | 増加 |
| 14 | ARMK | Aramark | 0% | +63.70% | 増加 |
| 15 | TDG | Transdigm Group INC | -0.3% | +18.89% | 増加 |
| 16 | NFLX | Netflix INC | -0.3% | -41.02% | 減少 |
| 17 | FISV | Fiserv INC | -0.5% | -25.79% | 減少 |
| 18 | JECUSD | Jacobs Engineering Group INC | -0.6% | -29.75% | 減少 |
| 19 | SMARGBP | Smartsheet Inc-class A | -1.1% | -39.22% | 減少 |
| 20 | NEXT | Nextdecade CORP | -4.7% | — | 変化なし |
| 21 | WIX | Wix.com Ltd. | — | EXIT | 全売却 |
| 22 | UBER | Uber Technologies INC | — | EXIT | 全売却 |
| 23 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 24 | TWLO | Twilio INC - A | — | EXIT | 全売却 |
| 25 | ETSY | Etsy INC | — | NEW | 新規購入 |
| 26 | UNVREUR | Univar Solutions INC | — | EXIT | 全売却 |
| 27 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 28 | CASY | Casey's General Stores INC | — | NEW | 新規購入 |
| 29 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 30 | CSX | Csx CORP | — | EXIT | 全売却 |
| 31 | EVBGEUR | Everbridge INC | — | EXIT | 全売却 |
| 32 | CRI | Carter's INC | — | EXIT | 全売却 |
| 33 | NSC | Norfolk Southern CORP | — | EXIT | 全売却 |
| 34 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 35 | SDCCQ | Smiledirectclub INC | — | NEW | 新規購入 |
| 36 | REAL | Realreal Inc/the | — | EXIT | 全売却 |
| 37 | ADT | Adt INC | — | EXIT | 全売却 |