CIK: 0001717977
申告総資産額
$25.7万
| # | 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 | MELI | Mercadolibre INC | 株式-一般消費財 | 21.06% | -2.18% | EXIT | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 8.31% | — | +10.35% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.19% | -9.62% | EXIT | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.61% | -6.13% | EXIT | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.80% | -5.88% | EXIT | |
| 6 | CRM | Salesforce INC | 株式-IT | 4.43% | — | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.30% | — | — | |
| 8 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 3.73% | — | — | |
| 9 | NOW | Servicenow INC | 株式-IT | 3.53% | — | — | |
| 10 | UGP | Ultrapar Particpac-spon Adr | 株式-その他 | 3.37% | — | +53.76% | |
| 11 | AXIA | Axia Energia-adr | 株式-その他 | 3.15% | — | — | |
| 12 | ADBE | Adobe INC | 株式-IT | 3.06% | — | — | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.97% | — | — | |
| 14 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 2.72% | — | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.62% | -1.66% | EXIT | |
| 16 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 2.57% | — | +11.64% | |
| 17 | NBIS | Nebius Group NV | 株式-その他 | 2.52% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.48% | +11.16% | EXIT | |
| 19 | XPEV | Xp INC Class A | 株式-その他 | 2.44% | — | — | |
| 20 | WDAY | Workday Inc-class A | 株式-IT | 2.40% | — | +50.00% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.81% | +2.31% | EXIT | |
| 22 | SE | Sea Ltd-adr | 株式-通信サービス | 1.79% | +3.21% | +28.38% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.11% | -0.04% | EXIT | |
| 24 | GOLGBP | Gol Linhas Aereas Intel-adr | 株式-その他 | 1.03% | — | — |