CIK: 0001697868
申告総資産額
$33.8億
| # | 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 | SPGI | S&p Global INC | 株式-金融 | 26.19% | +1.32% | +10.25% | |
| 2 | FICO | Fair Isaac CORP | 株式-IT | 23.56% | -5.16% | — | |
| 3 | MCO | Moody's CORP | 株式-金融 | 20.39% | +1.77% | +4.20% | |
| 4 | MNST | Monster Beverage CORP | 株式-生活必需品 | 9.89% | — | -12.66% | |
| 5 | INTU | Intuit INC | 株式-IT | 6.01% | -0.90% | +37.85% | |
| 6 | ADSK | Autodesk INC | 株式-IT | 5.26% | — | +41.80% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 4.59% | -1.93% | +12.20% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.55% | +2.77% | +2.88% | |
| 9 | AZPNUSD | Aspen Technology INC | 株式-その他 | 0.99% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPGI | S&p Global INC | +2.2% | +10.25% | 増加 |
| 2 | INTU | Intuit INC | +1.6% | +37.85% | 増加 |
| 3 | ADSK | Autodesk INC | +1.3% | +41.80% | 増加 |
| 4 | V | Visa Inc-class A Shares | +0.5% | +12.20% | 増加 |
| 5 | MA | Mastercard INC - A | 0% | +2.88% | 増加 |
| 6 | AMZN | Amazon.com INC | -0.1% | — | 変化なし |
| 7 | MCO | Moody's CORP | -0.2% | +4.20% | 増加 |
| 8 | AZPNUSD | Aspen Technology INC | -0.2% | — | 変化なし |
| 9 | FICO | Fair Isaac CORP | -1.8% | — | 変化なし |
| 10 | MNST | Monster Beverage CORP | -1.9% | -12.66% | 減少 |
| 11 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |