CIK: 0001753384
申告総資産額
$20.9億
| # | 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 | ON | On Semiconductor | 株式-IT | 8.81% | -2.89% | EXIT | |
| 2 | AVGO | Broadcom INC | 株式-IT | 8.50% | +0.79% | -6.57% | |
| 3 | MCHP | Microchip Technology INC | 株式-IT | 8.31% | — | -11.84% | |
| 4 | KLAC | Kla CORP | 株式-IT | 7.87% | -4.28% | EXIT | |
| 5 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 7.54% | +3.85% | NEW | |
| 6 | MTSI | Macom Technology Solutions H | 株式-IT | 7.08% | -0.48% | -15.63% | |
| 7 | CALX | Calix INC | 株式-IT | 5.90% | — | — | |
| 8 | SNPS | Synopsys INC | 株式-IT | 5.82% | — | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 5.37% | -0.48% | +64.62% | |
| 10 | MRVL | Marvell Technology INC | 株式-IT | 5.33% | +1.80% | NEW | |
| 11 | MPWR | Monolithic Power Systems INC | 株式-IT | 5.30% | -3.15% | EXIT | |
| 12 | AMD | Advanced Micro Devices | 株式-IT | 4.60% | — | +1.33% | |
| 13 | ASML | ASML Holding N.V. | 株式-IT | 4.17% | — | +78.55% | |
| 14 | AMAT | Applied Materials INC | 株式-IT | 3.95% | -0.56% | -40.75% | |
| 15 | CIEN | Ciena CORP | 株式-IT | 3.69% | -0.34% | -20.78% | |
| 16 | FN | Fabrinet | 株式-IT | 3.43% | +0.39% | -15.78% | |
| 17 | SMTC | Semtech CORP | 株式-IT | 2.44% | — | -37.81% | |
| 18 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.90% | — | -52.85% |