CIK: 0001651473
申告総資産額
$4.2億
| # | 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 | SNAP | Snap INC - A | 株式-通信サービス | 12.03% | — | — | |
| 2 | INTC | Intel CORP | 株式-IT | 7.01% | +1.28% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.96% | -4.01% | +52.54% | |
| 4 | ORCL | Oracle CORP | 株式-IT | 4.99% | — | +455.56% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.40% | — | -50.00% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.50% | — | — | |
| 7 | MRVL | Marvell Technology INC | 株式-IT | 3.49% | — | +500.00% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.41% | -5.31% | +30.43% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.98% | +1.29% | +100.00% | |
| 10 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 2.84% | — | +45.00% | |
| 11 | CRM | Salesforce INC | 株式-IT | 2.68% | -2.46% | +25.00% | |
| 12 | DE | Deere & Co | 株式-資本財 | 2.22% | -2.38% | EXIT | |
| 13 | AAPL | Apple INC | 株式-IT | 2.21% | +7.54% | — | |
| 14 | PPG | Ppg Industries INC | 株式-素材 | 2.15% | — | +20.00% | |
| 15 | PERI | Perion Network Ltd. | 株式-その他 | 2.12% | — | — | |
| 16 | ADI | Analog Devices INC | 株式-IT | 2.12% | — | — | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 2.10% | +1.95% | NEW | |
| 18 | GLW | Corning INC | 株式-IT | 2.08% | — | +144.44% | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 2.04% | +1.14% | — | |
| 20 | NXPI | NXP Semiconductors N.V. | 株式-IT | 2.00% | — | — | |
| 21 | GFS | GLOBALFOUNDRIES Inc. | 株式-IT | 1.94% | — | +66.67% | |
| 22 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.90% | — | +18.18% | |
| 23 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.59% | — | — | |
| 24 | RSKD | Riskified Ltd. | 株式-その他 | 1.36% | — | -10.35% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.34% | — | — | |
| 26 | AMAT | Applied Materials INC | 株式-IT | 1.32% | — | +33.33% | |
| 27 | SPLKCHF | Splunk INC | 株式-その他 | 1.29% | — | — | |
| 28 | EQT | Eqt CORP | 株式-エネルギー | 1.20% | — | — | |
| 29 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.17% | — | — | |
| 30 | TER | Teradyne INC | 株式-IT | 1.15% | — | — | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 1.11% | -1.03% | EXIT | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | — | +42.86% | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 1.05% | — | -27.27% | |
| 34 | LSCC | Lattice Semiconductor CORP | 株式-IT | 1.03% | — | — | |
| 35 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 0.95% | — | — | |
| 36 | PATH | Uipath INC - Class A | 株式-IT | 0.94% | — | — | |
| 37 | OKTA | Okta INC | 株式-IT | 0.93% | — | +48.15% | |
| 38 | AI | C3.ai Inc-a | 株式-IT | 0.90% | — | — | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 0.82% | — | — | |
| 40 | AR | Antero Resources CORP | 株式-エネルギー | 0.74% | — | +200.00% | |
| 41 | TWLO | Twilio INC - A | 株式-IT | 0.72% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | -50.00% | |
| 43 | SNX | TD Synnex CORP | 株式-IT | 0.52% | — | — | |
| 44 | SNOW | Snowflake INC | 株式-IT | 0.41% | -1.96% | EXIT | |
| 45 | GTLB | Gitlab Inc-cl A | 株式-IT | 0.32% | — | — | |
| 46 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.26% | — | — |