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 | MSFT | Microsoft CORP | 株式-IT | 18.86% | -9.62% | EXIT | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 17.36% | -5.88% | EXIT | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 9.80% | -1.66% | EXIT | |
| 4 | AZO | Autozone INC | 株式-一般消費財 | 8.52% | — | -42.29% | |
| 5 | SPGI | S&p Global INC | 株式-金融 | 7.64% | — | +35.34% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.34% | +11.16% | EXIT | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 7.09% | — | +18.18% | |
| 8 | SE | Sea Ltd-adr | 株式-通信サービス | 6.85% | +3.21% | — | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.75% | -6.13% | EXIT | |
| 10 | VTEX | Vtex | 株式-その他 | 3.10% | — | — | |
| 11 | GWRE | Guidewire Software INC | 株式-IT | 2.83% | — | — | |
| 12 | PDD | Pdd Holdings INC | 株式-一般消費財 | 2.77% | — | — | |
| 13 | TDG | Transdigm Group INC | 株式-資本財 | 2.08% | — | -86.57% | |
| 14 | NBIS | Nebius Group NV | 株式-その他 | 0.01% | — | — |