CIK: 0001777813
申告総資産額
$50.0億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 20.16% | -10.12% | — | |
| 2 | MRVL | Marvell Technology INC | 株式-IT | 9.18% | — | — | |
| 3 | SE | Sea Ltd-adr | 株式-通信サービス | 6.41% | -0.43% | EXIT | |
| 4 | ACVA | Acv Auctions Inc-a | 株式-その他 | 4.70% | -0.39% | +0.25% | |
| 5 | ALAB | Astera Labs INC | 株式-IT | 4.49% | +4.09% | — | |
| 6 | AMD | Advanced Micro Devices | 株式-IT | 4.17% | — | -46.85% | |
| 7 | MU | Micron Technology INC | 株式-IT | 4.12% | +0.12% | — | |
| 8 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 3.85% | — | +12.98% | |
| 9 | CIEN | Ciena CORP | 株式-IT | 3.58% | +1.17% | +25.11% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.37% | +2.03% | +94.77% | |
| 11 | RH | Rh | 株式-一般消費財 | 3.24% | — | -67.18% | |
| 12 | P | Everpure Inc-a | 株式-IT | 3.19% | -4.65% | EXIT | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 3.08% | — | +0.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.07% | — | — | |
| 15 | XYZ | Block INC | 株式-金融 | 2.73% | — | -22.31% | |
| 16 | MDB | Mongodb INC | 株式-IT | 2.40% | — | — | |
| 17 | RL | Ralph Lauren CORP | 株式-一般消費財 | 1.88% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -1.07% | EXIT | |
| 19 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 1.63% | — | — | |
| 20 | 8QR | Confluent Inc-class A | 株式-その他 | 1.41% | — | +0.27% | |
| 21 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.38% | +1.08% | +92.12% | |
| 22 | LITE | Lumentum Holdings INC | 株式-IT | 1.31% | +2.04% | — | |
| 23 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.20% | — | -36.08% | |
| 24 | DDOG | Datadog INC - Class A | 株式-IT | 1.17% | — | — | |
| 25 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.03% | — | — | |
| 26 | KVYO | Klaviyo Inc-a | 株式-その他 | 1.01% | — | — | |
| 27 | ✓ | On Hldg AG | 株式-その他 | 0.96% | — | — | |
| 28 | WSC | Willscot Holdings CORP | 株式-資本財 | 0.93% | — | — | |
| 29 | CCI | Crown Castle INC | 株式-不動産 | 0.68% | — | — | |
| 30 | FWONK | Liberty Media Corp-formula-c | 株式-通信サービス | 0.64% | — | -53.62% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | +0.47% | -72.65% | |
| 32 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.44% | — | — | |
| 33 | JOBY | Joby Aviation, Inc. | 株式-資本財 | 0.12% | — | — | |
| 34 | TBLA | Taboola.com Ltd. | 株式-その他 | 0.07% | — | — | |
| 35 | SONDQ | Sonder Holdings INC | 株式-その他 | 0.07% | — | — |