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 | 17.52% | -2.18% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 16.19% | — | — | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 8.53% | — | — | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 8.14% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.58% | — | — | |
| 6 | VALE | Vale Sa-sp Adr | 株式-素材 | 5.03% | — | +3.82% | |
| 7 | XPEV | Xp INC Class A | 株式-その他 | 3.61% | — | -38.61% | |
| 8 | SE | Sea Ltd-adr | 株式-通信サービス | 3.59% | +3.21% | +114.22% | |
| 9 | NBIS | Nebius Group NV | 株式-その他 | 3.32% | — | -0.83% | |
| 10 | ETSY | Etsy INC | 株式-一般消費財 | 2.35% | — | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.22% | -5.88% | EXIT | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.19% | — | -26.06% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -9.62% | EXIT | |
| 14 | AXIA | Axia Energia-adr | 株式-その他 | 2.14% | — | +29.15% | |
| 15 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 2.08% | — | — | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.91% | — | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.71% | -1.66% | EXIT | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | +11.16% | EXIT | |
| 19 | CRM | Salesforce INC | 株式-IT | 1.21% | — | — | |
| 20 | ADSK | Autodesk INC | 株式-IT | 1.19% | — | — | |
| 21 | GOLGBP | Gol Linhas Aereas Intel-adr | 株式-その他 | 1.18% | — | +122.54% | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.17% | — | — | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.04% | — | -50.00% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.02% | -0.04% | EXIT | |
| 25 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.78% | — | +28.69% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 0.73% | — | — | |
| 27 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.69% | — | — | |
| 28 | VRSN | Verisign INC | 株式-IT | 0.55% | — | +593.13% | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.55% | — | -51.06% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.25% | — | — | |
| 31 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.07% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | +1.7% | +114.22% | 増加 |
| 2 | VRSN | Verisign INC | +0.4% | +593.13% | 増加 |
| 3 | GOLGBP | Gol Linhas Aereas Intel-adr | +0.2% | +122.54% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.2% | +44.46% | 増加 |
| 5 | ISRG | Intuitive Surgical INC | 0% | +28.69% | 増加 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | +10.42% | 増加 |
| 7 | AXIA | Axia Energia-adr | -0.7% | +29.15% | 増加 |
| 8 | NBIS | Nebius Group NV | -0.9% | -0.83% | 減少 |
| 9 | MDLZ | Mondelez International Inc-a | -1% | — | 変化なし |
| 10 | ADBE | Adobe INC | -1.1% | -51.06% | 減少 |
| 11 | MSFT | Microsoft CORP | -1.2% | +2.92% | 増加 |
| 12 | VNQ | Vanguard Real Estate ETF | -1.2% | — | 変化なし |
| 13 | BABA | Alibaba Group Holding-sp Adr | -1.4% | -26.06% | 減少 |
| 14 | AMZN | Amazon.com INC | -1.5% | -12.46% | 減少 |
| 15 | GOOGL | Alphabet Inc-cl A | -1.8% | -31.98% | 減少 |
| 16 | SBUX | Starbucks CORP | -1.9% | -50.00% | 減少 |
| 17 | VALE | Vale Sa-sp Adr | -2.8% | +3.82% | 増加 |
| 18 | EEM | Ishares Msci Emerging Market | -4.2% | — | 変化なし |
| 19 | XPEV | Xp INC Class A | -6.2% | -38.61% | 減少 |
| 20 | MELI | Mercadolibre INC | -10% | -4.43% | 減少 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 22 | MBB | Ishares Mbs ETF | — | NEW | 新規購入 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 24 | ETSY | Etsy INC | — | NEW | 新規購入 |
| 25 | STZ | Constellation Brands Inc-a | — | EXIT | 全売却 |
| 26 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 27 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 28 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 29 | EDU | New Oriental Education & Technology Group Inc. | — | EXIT | 全売却 |
| 30 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 31 | DXCM | Dexcom INC | — | NEW | 新規購入 |
| 32 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 33 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |