CIK: 0001841015
申告総資産額
$2.3億
| # | 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 | AAPL | Apple INC | 株式-IT | 3.76% | -0.08% | -8.97% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.58% | -0.17% | -5.93% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.44% | -0.77% | -4.58% | |
| 4 | ADBE | Adobe INC | 株式-IT | 3.09% | — | -3.56% | |
| 5 | ALGN | Align Technology INC | 株式-ヘルスケア | 2.96% | — | -3.81% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | -0.23% | -0.93% | |
| 7 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.68% | — | -6.47% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 2.68% | — | +2.33% | |
| 9 | XYZ | Block INC | 株式-金融 | 2.64% | — | -9.12% | |
| 10 | GPN | Global Payments INC | 株式-資本財 | 2.62% | — | -0.31% | |
| 11 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 2.56% | — | +0.85% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.55% | — | -5.97% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.48% | +0.40% | +2.17% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 2.47% | — | -3.20% | |
| 15 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.45% | — | -1.39% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 2.41% | -0.16% | -18.16% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.41% | -0.14% | +0.05% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 2.39% | -0.24% | -6.79% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 2.39% | — | +1.53% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.33% | — | -1.91% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 2.28% | — | -6.87% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | -0.25% | +5.54% | |
| 23 | BURL | Burlington Stores INC | 株式-一般消費財 | 2.17% | — | -7.94% | |
| 24 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.03% | — | +1.87% | |
| 25 | CRM | Salesforce INC | 株式-IT | 2.02% | -0.25% | +0.92% | |
| 26 | NOW | Servicenow INC | 株式-IT | 1.89% | -0.37% | -12.54% | |
| 27 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.81% | -0.29% | +6.63% | |
| 28 | TMUS | T-mobile US INC | 株式-通信サービス | 1.54% | -0.83% | +31.56% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 1.42% | +0.46% | +5.83% | |
| 30 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.38% | — | — | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 1.36% | — | — | |
| 32 | ANETEUR | Arista Networks INC | 株式-その他 | 1.23% | — | +0.77% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 1.23% | -0.91% | EXIT | |
| 34 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.14% | — | +7.64% | |
| 35 | FTNT | Fortinet INC | 株式-IT | 1.14% | -0.35% | +1.59% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | — | +2.14% | |
| 37 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.10% | — | +10.34% | |
| 38 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.06% | — | +31.98% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | — | +4.24% | |
| 40 | CLX | Clorox Company | 株式-生活必需品 | 0.98% | — | +9.11% | |
| 41 | ROKU | Roku INC | 株式-通信サービス | 0.92% | — | +27.81% | |
| 42 | SHOP | Shopify INC - Class A | 株式-IT | 0.88% | +0.33% | +8.48% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.87% | -0.16% | +0.58% | |
| 44 | ✓ | Activision Blizzard, Inc. | 株式-その他 | 0.87% | — | +605.63% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.67% | — | +8.84% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.56% | — | — | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | — | +19.78% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | -3.55% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.49% | — | +39.61% | |
| 50 | LRCXEUR | Lam Research CORP | 株式-IT | 0.46% | — | +5.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Activision Blizzard, Inc. | +0.7% | +605.63% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +5.54% | 増加 |
| 3 | CRL | Charles River Laboratories | +0.4% | +31.98% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.05% | 増加 |
| 5 | SPGI | S&p Global INC | +0.3% | +27.80% | 増加 |
| 6 | HD | Home Depot INC | +0.3% | +1.53% | 増加 |
| 7 | TMUS | T-mobile US INC | +0.3% | +31.56% | 増加 |
| 8 | TGT | Target CORP | +0.3% | +134.18% | 増加 |
| 9 | FTNT | Fortinet INC | +0.2% | +1.59% | 増加 |
| 10 | GS | Goldman Sachs Group INC | +0.2% | +1616.67% | 増加 |
| 11 | PRWAX | T Rowe Pr All-cap Oppor-inv | +0.2% | +137.07% | 増加 |
| 12 | CAT | Caterpillar INC | +0.2% | +19.78% | 増加 |
| 13 | EL | Estee Lauder Companies-cl A | +0.2% | +10.34% | 増加 |
| 14 | ROKU | Roku INC | +0.2% | +27.81% | 増加 |
| 15 | DGX | Quest Diagnostics INC | +0.2% | +49.79% | 増加 |
| 16 | DHR | Danaher CORP | +0.1% | +39.61% | 増加 |
| 17 | LEN | Lennar Corp-a | +0.1% | +43.05% | 増加 |
| 18 | COO | The Cooper Companies, Inc. | +0.1% | +0.85% | 増加 |
| 19 | LRCXEUR | Lam Research CORP | +0.1% | +5.08% | 増加 |
| 20 | URI | United Rentals INC | +0.1% | +40.00% | 増加 |
| 21 | BURL | Burlington Stores INC | +0.1% | -7.94% | 減少 |
| 22 | HON | Honeywell International INC | +0.1% | +5.83% | 増加 |
| 23 | UNH | Unitedhealth Group INC | +0.1% | +4.24% | 増加 |
| 24 | DLR | Digital Realty Trust INC | +0.1% | +148.21% | 増加 |
| 25 | ABT | Abbott Laboratories | +0.1% | +26.73% | 増加 |
| 26 | UNP | Union Pacific CORP | +0.1% | +2.14% | 増加 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +26.44% | 増加 |
| 28 | DOCU | Docusign INC | +0.1% | +66.08% | 増加 |
| 29 | PANW | Palo Alto Networks INC | -0.1% | +0.58% | 増加 |
| 30 | ISRG | Intuitive Surgical INC | -0.1% | +6.63% | 増加 |
| 31 | CRM | Salesforce INC | -0.1% | +0.92% | 増加 |
| 32 | PYPL | Paypal Holdings INC | -0.1% | -6.87% | 減少 |
| 33 | ALGN | Align Technology INC | -0.1% | -3.81% | 減少 |
| 34 | COST | Costco Wholesale CORP | -0.2% | +2.17% | 増加 |
| 35 | XYZ | Block INC | -0.2% | -9.12% | 減少 |
| 36 | NVDA | Nvidia CORP | -0.2% | -5.93% | 減少 |
| 37 | AMZN | Amazon.com INC | -0.2% | -0.93% | 減少 |
| 38 | NKE | Nike INC -cl B | -0.2% | -1.91% | 減少 |
| 39 | GPN | Global Payments INC | -0.2% | -0.31% | 減少 |
| 40 | TMO | Thermo Fisher Scientific INC | -0.3% | -5.97% | 減少 |
| 41 | ✓ | Dollar General | -0.3% | -37.20% | 減少 |
| 42 | IDXX | Idexx Laboratories INC | -0.3% | -6.47% | 減少 |
| 43 | EW | Edwards Lifesciences CORP | -0.3% | -1.39% | 減少 |
| 44 | V | Visa Inc-class A Shares | -0.3% | -6.79% | 減少 |
| 45 | ADBE | Adobe INC | -0.3% | -3.56% | 減少 |
| 46 | NOW | Servicenow INC | -0.5% | -12.54% | 減少 |
| 47 | AMD | Advanced Micro Devices | -0.6% | -3.20% | 減少 |
| 48 | MA | Mastercard INC - A | -0.6% | -18.16% | 減少 |
| 49 | AAPL | Apple INC | -0.8% | -8.97% | 減少 |
| 50 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |