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 | NVDA | Nvidia CORP | 株式-IT | 5.22% | -0.17% | -8.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.10% | -0.08% | -1.78% | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 3.69% | — | -2.15% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.55% | -0.77% | -2.71% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.20% | +0.40% | -2.24% | |
| 6 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 3.05% | — | -1.57% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.99% | — | -1.88% | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.88% | — | -2.81% | |
| 9 | ALGN | Align Technology INC | 株式-ヘルスケア | 2.79% | — | -1.54% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.72% | — | -2.16% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.68% | -0.14% | -2.09% | |
| 12 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.58% | — | -1.96% | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 2.55% | — | -1.70% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.51% | -0.23% | -1.52% | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.36% | — | -2.35% | |
| 16 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 2.27% | — | -1.29% | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.10% | -0.29% | +196.54% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 2.00% | -0.16% | -1.87% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 2.00% | -0.24% | -1.80% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.99% | -0.25% | -2.24% | |
| 21 | NOW | Servicenow INC | 株式-IT | 1.95% | -0.37% | -1.90% | |
| 22 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.94% | — | -1.06% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | -0.25% | -1.11% | |
| 24 | ANETEUR | Arista Networks INC | 株式-その他 | 1.92% | — | +296.09% | |
| 25 | FTNT | Fortinet INC | 株式-IT | 1.84% | -0.35% | +3.50% | |
| 26 | BURL | Burlington Stores INC | 株式-一般消費財 | 1.60% | — | -2.49% | |
| 27 | XYZ | Block INC | 株式-金融 | 1.50% | — | -1.43% | |
| 28 | SPGI | S&p Global INC | 株式-金融 | 1.40% | -0.91% | EXIT | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 1.39% | — | -1.95% | |
| 30 | GPN | Global Payments INC | 株式-資本財 | 1.33% | — | -9.15% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 1.31% | -0.16% | +5.45% | |
| 32 | SYK | Stryker CORP | 株式-ヘルスケア | 1.29% | — | -2.26% | |
| 33 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.24% | — | — | |
| 34 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.23% | — | -1.33% | |
| 35 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.14% | — | -1.19% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | — | -2.20% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 1.12% | +0.46% | -1.89% | |
| 38 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.12% | — | +0.17% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.11% | — | -2.45% | |
| 40 | TMUS | T-mobile US INC | 株式-通信サービス | 1.06% | -0.83% | -14.46% | |
| 41 | SHOP | Shopify INC - Class A | 株式-IT | 0.95% | +0.33% | +1.80% | |
| 42 | NET | Cloudflare INC - Class A | 株式-IT | 0.94% | +0.47% | -0.11% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.70% | — | — | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.68% | — | -0.59% | |
| 45 | LRCXEUR | Lam Research CORP | 株式-IT | 0.66% | — | +37.32% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.56% | — | -1.68% | |
| 47 | ELF | Elf Beauty INC | 株式-生活必需品 | 0.53% | — | +66.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | -1.40% | |
| 49 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.48% | — | -0.63% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | — | +3.36% |