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 | NVDA | Nvidia CORP | 株式-IT | 9.86% | +1.09% | +894.32% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.28% | +0.28% | -0.57% | |
| 3 | KLAC | Kla CORP | 株式-IT | 5.89% | +0.82% | -0.57% | |
| 4 | NOW | Servicenow INC | 株式-IT | 5.73% | -2.87% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.43% | -0.67% | -0.56% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.68% | +0.43% | -0.57% | |
| 7 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 4.52% | — | +4870.29% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.45% | -0.05% | -0.57% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.33% | +0.36% | -0.55% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.31% | -0.02% | -0.57% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 3.76% | +0.04% | -0.55% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 3.63% | +0.22% | -0.57% | |
| 13 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 3.30% | — | -0.57% | |
| 14 | ANETEUR | Arista Networks INC | 株式-その他 | 3.13% | — | -0.57% | |
| 15 | SNPS | Synopsys INC | 株式-IT | 3.12% | — | -0.57% | |
| 16 | FICO | Fair Isaac CORP | 株式-IT | 2.98% | — | -0.55% | |
| 17 | TDG | Transdigm Group INC | 株式-資本財 | 2.70% | — | -0.55% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.70% | — | -0.57% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.63% | — | -0.57% | |
| 20 | CDNS | Cadence Design Sys INC | 株式-IT | 2.61% | — | -0.56% | |
| 21 | UBER | Uber Technologies INC | 株式-資本財 | 2.51% | — | -0.58% | |
| 22 | AZO | Autozone INC | 株式-一般消費財 | 2.27% | — | -0.48% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 2.26% | -0.02% | -0.56% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 2.24% | -0.24% | -0.58% | |
| 25 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.03% | -2.52% | EXIT | |
| 26 | HUBS | Hubspot INC | 株式-IT | 1.87% | — | -0.56% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.73% | +0.07% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.05% | +0.01% | — |