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 | 11.42% | +1.09% | -0.41% | |
| 2 | NOW | Servicenow INC | 株式-IT | 6.78% | -2.87% | EXIT | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.46% | +0.28% | -0.41% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.71% | -0.02% | -0.42% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 5.64% | +0.22% | -0.41% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 5.47% | -0.67% | -0.42% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 4.34% | +0.04% | -0.42% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 4.30% | — | -0.40% | |
| 9 | AAPL | Apple INC | 株式-IT | 4.13% | +0.43% | -0.41% | |
| 10 | DASH | Doordash INC - A | 株式-一般消費財 | 4.04% | — | -0.41% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.80% | +0.36% | -0.41% | |
| 12 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 3.65% | — | -0.47% | |
| 13 | FICO | Fair Isaac CORP | 株式-IT | 3.31% | — | -0.40% | |
| 14 | ANET | Arista Networks INC | 株式-IT | 3.31% | +0.23% | -0.39% | |
| 15 | FTNT | Fortinet INC | 株式-IT | 3.25% | — | -0.41% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 3.18% | -0.24% | -0.45% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.91% | — | -0.45% | |
| 18 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.90% | — | — | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 2.88% | — | — | |
| 20 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.81% | — | -0.41% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 2.77% | -0.02% | -0.43% | |
| 22 | AZO | Autozone INC | 株式-一般消費財 | 2.57% | — | -0.32% | |
| 23 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.36% | -2.52% | EXIT | |
| 24 | HUBS | Hubspot INC | 株式-IT | 1.60% | — | -0.41% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.34% | +0.07% | -1.89% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.10% | +0.01% | — |