CIK: 0001925251
申告総資産額
$4.2億
| # | 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 | 7.72% | -2.59% | +1.62% | |
| 2 | BJ | Bj's Wholesale Club Holdings | 株式-生活必需品 | 7.62% | +0.18% | +16.37% | |
| 3 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 5.90% | — | +1.62% | |
| 4 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 5.62% | +1.37% | NEW | |
| 5 | AZO | Autozone INC | 株式-一般消費財 | 5.45% | -1.11% | +1.62% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 5.32% | +0.04% | +1.62% | |
| 7 | TDY | Teledyne Technologies INC | 株式-IT | 4.90% | +0.11% | +14.27% | |
| 8 | BR | Broadridge Financial Solutio | 株式-IT | 4.64% | -2.59% | EXIT | |
| 9 | ICE | Intercontinental Exchange In | 株式-金融 | 4.62% | -0.53% | +10.06% | |
| 10 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 4.62% | — | +1.62% | |
| 11 | PANW | Palo Alto Networks INC | 株式-IT | 4.08% | — | +10.82% | |
| 12 | ZTS | Zoetis INC | 株式-ヘルスケア | 3.88% | — | +1.62% | |
| 13 | MSCI | Msci INC | 株式-金融 | 3.77% | — | +28.88% | |
| 14 | DT | Dynatrace INC | 株式-IT | 3.65% | -1.29% | +132.41% | |
| 15 | GGG | Graco INC | 株式-資本財 | 3.47% | — | +7.97% | |
| 16 | ASML | ASML Holding N.V. | 株式-IT | 3.33% | +0.07% | +1.61% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.28% | +0.46% | +1.62% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.20% | — | +1.62% | |
| 19 | EXPE | Expedia Group INC | 株式-一般消費財 | 2.96% | -0.21% | +21.14% | |
| 20 | NOW | Servicenow INC | 株式-IT | 2.92% | -1.38% | EXIT | |
| 21 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 2.37% | -0.77% | +181.51% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.19% | +2.46% | NEW | |
| 23 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.83% | — | -45.60% | |
| 24 | AZEK | Azek Co Inc/the | 株式-その他 | 1.52% | — | +1.62% | |
| 25 | WMS | Advanced Drainage Systems In | 株式-資本財 | 0.78% | — | -54.84% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | -1.35% | +26.56% |