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 | 19.03% | -2.18% | EXIT | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 9.12% | — | — | |
| 3 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 8.85% | — | — | |
| 4 | STNE | StoneCo Ltd. | 株式-その他 | 5.96% | — | — | |
| 5 | VALE | Vale Sa-sp Adr | 株式-素材 | 5.37% | — | +43.00% | |
| 6 | SE | Sea Ltd-adr | 株式-通信サービス | 3.74% | +3.21% | +2.90% | |
| 7 | NOW | Servicenow INC | 株式-IT | 3.56% | — | +125.00% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.27% | +11.16% | EXIT | |
| 9 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 3.24% | — | +183.33% | |
| 10 | ETSY | Etsy INC | 株式-一般消費財 | 3.19% | — | +25.00% | |
| 11 | NBIS | Nebius Group NV | 株式-その他 | 2.77% | — | +22.92% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 2.68% | — | +401.16% | |
| 13 | XYZ | Block INC | 株式-金融 | 2.61% | — | +76.45% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.60% | -6.13% | EXIT | |
| 15 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.59% | — | — | |
| 16 | CRM | Salesforce INC | 株式-IT | 2.51% | — | +70.45% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.41% | — | +60.12% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.25% | -1.66% | EXIT | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -9.62% | EXIT | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | -5.88% | EXIT | |
| 21 | MP | Mp Materials CORP | 株式-素材 | 1.70% | — | — | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.68% | — | — | |
| 23 | ADSK | Autodesk INC | 株式-IT | 1.66% | — | +51.15% | |
| 24 | AFRM | Affirm Holdings INC | 株式-金融 | 1.56% | — | — | |
| 25 | DDOG | Datadog INC - Class A | 株式-IT | 1.36% | — | — | |
| 26 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 1.30% | — | — | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 1.20% | — | +103.59% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SAM | Boston Beer Company Inc-a | +2.1% | +183.33% | 増加 |
| 2 | MA | Mastercard INC - A | +2% | +401.16% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.9% | +159.23% | 増加 |
| 4 | NOW | Servicenow INC | +1.4% | +125.00% | 増加 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +1% | +100.36% | 増加 |
| 6 | VALE | Vale Sa-sp Adr | +0.9% | +43.00% | 増加 |
| 7 | XYZ | Block INC | +0.8% | +76.45% | 増加 |
| 8 | CRM | Salesforce INC | +0.6% | +70.45% | 増加 |
| 9 | PYPL | Paypal Holdings INC | +0.5% | +103.59% | 増加 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +60.12% | 増加 |
| 11 | ETSY | Etsy INC | +0.4% | +25.00% | 増加 |
| 12 | ADSK | Autodesk INC | +0.2% | +51.15% | 増加 |
| 13 | NBIS | Nebius Group NV | -0.3% | +22.92% | 増加 |
| 14 | SE | Sea Ltd-adr | -0.3% | +2.90% | 増加 |
| 15 | MSFT | Microsoft CORP | -0.7% | -11.90% | 減少 |
| 16 | META | Meta Platforms Inc-class A | -0.9% | -13.60% | 減少 |
| 17 | MELI | Mercadolibre INC | -1.6% | +31.09% | 増加 |
| 18 | MBB | Ishares Mbs ETF | -2.4% | — | 変化なし |
| 19 | AMZN | Amazon.com INC | -2.9% | -47.89% | 減少 |
| 20 | EWZ | Ishares Msci Brazil ETF | — | NEW | 新規購入 |
| 21 | EEM | Ishares Msci Emerging Market | — | EXIT | 全売却 |
| 22 | STNE | StoneCo Ltd. | — | NEW | 新規購入 |
| 23 | XPEV | Xp INC Class A | — | EXIT | 全売却 |
| 24 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | 新規購入 |
| 25 | DOCU | Docusign INC | — | EXIT | 全売却 |
| 26 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 27 | MP | Mp Materials CORP | — | NEW | 新規購入 |
| 28 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 29 | AXIA | Axia Energia-adr | — | EXIT | 全売却 |
| 30 | AFRM | Affirm Holdings INC | — | NEW | 新規購入 |
| 31 | DDOG | Datadog INC - Class A | — | NEW | 新規購入 |
| 32 | SUZ | Suzano SA - Spon Adr | — | EXIT | 全売却 |
| 33 | ARKG | Ark Genomic Revolution ETF | — | NEW | 新規購入 |
| 34 | GOLGBP | Gol Linhas Aereas Intel-adr | — | EXIT | 全売却 |
| 35 | PBR-A | Petroleo Brasil-sp Pref Adr | — | EXIT | 全売却 |
| 36 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 37 | ISRG | Intuitive Surgical INC | — | EXIT | 全売却 |
| 38 | ADBE | Adobe INC | — | EXIT | 全売却 |