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 | NVDA | Nvidia CORP | 株式-IT | 7.12% | -0.48% | +3.58% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 7.12% | -1.00% | +4.46% | |
| 3 | APH | Amphenol Corp-cl A | 株式-IT | 6.26% | -0.13% | -9.87% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 6.12% | +0.79% | +8.05% | |
| 5 | SNPS | Synopsys INC | 株式-IT | 5.45% | — | -4.83% | |
| 6 | FN | Fabrinet | 株式-IT | 5.26% | +0.39% | +3.81% | |
| 7 | KLAC | Kla CORP | 株式-IT | 5.13% | -4.28% | EXIT | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 5.04% | — | +35.50% | |
| 9 | LITE | Lumentum Holdings INC | 株式-IT | 4.89% | -0.77% | — | |
| 10 | MTSI | Macom Technology Solutions H | 株式-IT | 4.70% | -0.48% | +24.99% | |
| 11 | AXON | Axon Enterprise INC | 株式-資本財 | 4.60% | — | +12.06% | |
| 12 | CIEN | Ciena CORP | 株式-IT | 4.12% | -0.34% | +32.95% | |
| 13 | ALGM | Allegro Microsystems INC | 株式-その他 | 3.93% | -2.45% | EXIT | |
| 14 | AMAT | Applied Materials INC | 株式-IT | 3.84% | -0.56% | -10.53% | |
| 15 | ON | On Semiconductor | 株式-IT | 3.74% | -2.89% | EXIT | |
| 16 | ALAB | Astera Labs INC | 株式-IT | 3.42% | +0.11% | +33.28% | |
| 17 | MRVL | Marvell Technology INC | 株式-IT | 3.28% | +1.80% | NEW | |
| 18 | RMBS | Rambus INC | 株式-IT | 2.85% | — | -17.59% | |
| 19 | ARW | Arrow Electronics INC | 株式-IT | 2.84% | — | -17.88% | |
| 20 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 2.83% | +3.85% | NEW | |
| 21 | SMCI | Super Micro Computer INC | 株式-IT | 2.62% | — | — | |
| 22 | ST | Sensata Technologies Holding plc | 株式-IT | 2.56% | +0.37% | -3.81% | |
| 23 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 2.28% | -0.81% | -0.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 3 | APH | Amphenol Corp-cl A | — | NEW | 新規購入 |
| 4 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 5 | SNPS | Synopsys INC | — | NEW | 新規購入 |
| 6 | FN | Fabrinet | — | NEW | 新規購入 |
| 7 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 8 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 9 | LITE | Lumentum Holdings INC | — | NEW | 新規購入 |
| 10 | MTSI | Macom Technology Solutions H | — | NEW | 新規購入 |
| 11 | AXON | Axon Enterprise INC | — | NEW | 新規購入 |
| 12 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 13 | ALGM | Allegro Microsystems INC | — | NEW | 新規購入 |
| 14 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 15 | ON | On Semiconductor | — | NEW | 新規購入 |
| 16 | ALAB | Astera Labs INC | — | NEW | 新規購入 |
| 17 | MRVL | Marvell Technology INC | — | NEW | 新規購入 |
| 18 | RMBS | Rambus INC | — | NEW | 新規購入 |
| 19 | ARW | Arrow Electronics INC | — | NEW | 新規購入 |
| 20 | STM | Stmicroelectronics Nv-ny Shs | — | NEW | 新規購入 |
| 21 | SMCI | Super Micro Computer INC | — | NEW | 新規購入 |
| 22 | ST | Sensata Technologies Holding plc | — | NEW | 新規購入 |
| 23 | TSEM | Tower Semiconductor Ltd. | — | NEW | 新規購入 |