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 | 20.61% | -2.18% | EXIT | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 11.55% | — | +74.38% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 10.41% | — | +27.75% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.73% | -5.88% | EXIT | |
| 5 | VALE | Vale Sa-sp Adr | 株式-素材 | 4.52% | — | -30.45% | |
| 6 | XPEV | Xp INC Class A | 株式-その他 | 4.36% | — | +55.74% | |
| 7 | SE | Sea Ltd-adr | 株式-通信サービス | 4.04% | +3.21% | +6.85% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.48% | -6.13% | EXIT | |
| 9 | DOCU | Docusign INC | 株式-IT | 3.16% | — | — | |
| 10 | NBIS | Nebius Group NV | 株式-その他 | 3.05% | — | +5.55% | |
| 11 | ETSY | Etsy INC | 株式-一般消費財 | 2.81% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.57% | -9.62% | EXIT | |
| 13 | NOW | Servicenow INC | 株式-IT | 2.17% | — | +100.00% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 2.13% | — | +880.39% | |
| 15 | AXIA | Axia Energia-adr | 株式-その他 | 2.04% | — | -7.77% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.93% | — | +120.00% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.93% | — | +36.41% | |
| 18 | XYZ | Block INC | 株式-金融 | 1.77% | — | — | |
| 19 | SUZ | Suzano SA - Spon Adr | 株式-その他 | 1.68% | — | — | |
| 20 | GOLGBP | Gol Linhas Aereas Intel-adr | 株式-その他 | 1.55% | — | — | |
| 21 | ADSK | Autodesk INC | 株式-IT | 1.51% | — | +18.31% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | +11.16% | EXIT | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.29% | -1.66% | EXIT | |
| 24 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 1.18% | — | — | |
| 25 | PBR-A | Petroleo Brasil-sp Pref Adr | 株式-その他 | 1.10% | — | — | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 0.71% | — | -0.65% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.04% | EXIT | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | — | |
| 29 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.64% | — | -11.70% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.42% | — | -8.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MBB | Ishares Mbs ETF | +3.4% | +74.38% | 増加 |
| 2 | MELI | Mercadolibre INC | +3.1% | -6.80% | 減少 |
| 3 | AMZN | Amazon.com INC | +2.5% | +152.49% | 増加 |
| 4 | EEM | Ishares Msci Emerging Market | +1.9% | +27.75% | 増加 |
| 5 | NFLX | Netflix INC | +1.9% | +880.39% | 増加 |
| 6 | NOW | Servicenow INC | +1% | +100.00% | 増加 |
| 7 | XPEV | Xp INC Class A | +0.8% | +55.74% | 増加 |
| 8 | CRM | Salesforce INC | +0.7% | +120.00% | 増加 |
| 9 | ETSY | Etsy INC | +0.5% | — | 変化なし |
| 10 | SE | Sea Ltd-adr | +0.5% | +6.85% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.4% | +37.41% | 増加 |
| 12 | GOLGBP | Gol Linhas Aereas Intel-adr | +0.4% | — | 変化なし |
| 13 | ADSK | Autodesk INC | +0.3% | +18.31% | 増加 |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +5.01% | 増加 |
| 15 | PYPL | Paypal Holdings INC | 0% | -0.65% | 減少 |
| 16 | AXIA | Axia Energia-adr | -0.1% | -7.77% | 減少 |
| 17 | ADBE | Adobe INC | -0.1% | -8.66% | 減少 |
| 18 | ISRG | Intuitive Surgical INC | -0.1% | -11.70% | 減少 |
| 19 | BABA | Alibaba Group Holding-sp Adr | -0.3% | +36.41% | 増加 |
| 20 | NBIS | Nebius Group NV | -0.3% | +5.55% | 増加 |
| 21 | NVDA | Nvidia CORP | -0.3% | -15.96% | 減少 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -31.24% | 減少 |
| 23 | VALE | Vale Sa-sp Adr | -0.5% | -30.45% | 減少 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 26 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 27 | DOCU | Docusign INC | — | NEW | 新規購入 |
| 28 | XYZ | Block INC | — | NEW | 新規購入 |
| 29 | MDLZ | Mondelez International Inc-a | — | EXIT | 全売却 |
| 30 | SUZ | Suzano SA - Spon Adr | — | NEW | 新規購入 |
| 31 | VNQ | Vanguard Real Estate ETF | — | EXIT | 全売却 |
| 32 | SAM | Boston Beer Company Inc-a | — | NEW | 新規購入 |
| 33 | PBR-A | Petroleo Brasil-sp Pref Adr | — | NEW | 新規購入 |
| 34 | SBUX | Starbucks CORP | — | EXIT | 全売却 |
| 35 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 36 | DXCM | Dexcom INC | — | EXIT | 全売却 |
| 37 | VRSN | Verisign INC | — | EXIT | 全売却 |
| 38 | EW | Edwards Lifesciences CORP | — | EXIT | 全売却 |