CIK: 0001842509
申告総資産額
$1.3億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.31% | +0.28% | +3.94% | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 6.45% | — | +3.87% | |
| 3 | ADBE | Adobe INC | 株式-IT | 5.28% | — | +4.07% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.05% | -0.02% | +3.75% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.87% | +1.09% | +4.29% | |
| 6 | NOW | Servicenow INC | 株式-IT | 4.72% | -2.87% | EXIT | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 4.51% | -0.24% | +4.33% | |
| 8 | EPAM | Epam Systems INC | 株式-IT | 4.10% | — | +4.48% | |
| 9 | GNRC | Generac Holdings INC | 株式-資本財 | 3.91% | — | +3.25% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.90% | -0.67% | +7.65% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 3.79% | +0.04% | +7.95% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.75% | — | +8.08% | |
| 13 | AAPL | Apple INC | 株式-IT | 3.53% | +0.43% | +4.15% | |
| 14 | DOCU | Docusign INC | 株式-IT | 3.31% | — | +3.87% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.29% | +0.36% | +6.65% | |
| 16 | LRCXEUR | Lam Research CORP | 株式-IT | 3.22% | — | +8.14% | |
| 17 | XYZ | Block INC | 株式-金融 | 3.12% | — | +3.83% | |
| 18 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 2.93% | — | +3.87% | |
| 19 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.82% | — | +894.78% | |
| 20 | SHOP | Shopify INC - Class A | 株式-IT | 2.77% | — | — | |
| 21 | KLAC | Kla CORP | 株式-IT | 2.73% | +0.82% | +8.03% | |
| 22 | MSCI | Msci INC | 株式-金融 | 2.59% | — | +7.59% | |
| 23 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 2.48% | — | +4.47% | |
| 24 | FIVN | Five9 INC | 株式-IT | 2.34% | — | +3.71% | |
| 25 | APPS | Digital Turbine INC | 株式-その他 | 2.21% | — | +3.29% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 2.11% | — | -0.52% | |
| 27 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.08% | — | +3.79% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.69% | +0.07% | -36.03% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | +0.01% | -93.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 2 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 3 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 4 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 5 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 6 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 7 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 8 | UNH | Unitedhealth Group INC | — | EXIT | 全売却 |
| 9 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 10 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 11 | EPAM | Epam Systems INC | — | EXIT | 全売却 |
| 12 | AAPL | Apple INC | — | EXIT | 全売却 |
| 13 | GNRC | Generac Holdings INC | — | EXIT | 全売却 |
| 14 | XYZ | Block INC | — | EXIT | 全売却 |
| 15 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 16 | KLAC | Kla CORP | — | EXIT | 全売却 |
| 17 | GOOG | Alphabet Inc-cl C | — | EXIT | 全売却 |
| 18 | TTD | Trade Desk Inc/the -class A | — | EXIT | 全売却 |
| 19 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 20 | DOCU | Docusign INC | — | EXIT | 全売却 |
| 21 | IWF | Ishares Russell 1000 Growth | — | EXIT | 全売却 |
| 22 | APPS | Digital Turbine INC | — | EXIT | 全売却 |
| 23 | CMG | Chipotle Mexican Grill INC | — | EXIT | 全売却 |
| 24 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 25 | FIVN | Five9 INC | — | EXIT | 全売却 |
| 26 | MSCI | Msci INC | — | EXIT | 全売却 |
| 27 | ETSY | Etsy INC | — | EXIT | 全売却 |
| 28 | VEEV | Veeva Systems Inc-class A | — | EXIT | 全売却 |
| 29 | IWB | Ishares Russell 1000 ETF | — | EXIT | 全売却 |