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 | MRVL | Marvell Technology INC | 株式-IT | 5.78% | — | -55.63% | |
| 2 | CIEN | Ciena CORP | 株式-IT | 5.65% | +1.17% | +12.59% | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 5.51% | — | +2.27% | |
| 4 | ALAB | Astera Labs INC | 株式-IT | 5.49% | +4.09% | +4.15% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.95% | +2.03% | -4.81% | |
| 6 | ADBE | Adobe INC | 株式-IT | 4.74% | — | — | |
| 7 | ACVA | Acv Auctions Inc-a | 株式-その他 | 4.67% | -0.39% | -29.06% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 4.54% | +0.47% | +359.54% | |
| 9 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 4.26% | — | -1.46% | |
| 10 | HPE | Hewlett Packard Enterprise | 株式-IT | 4.13% | — | — | |
| 11 | SE | Sea Ltd-adr | 株式-通信サービス | 4.06% | -0.43% | EXIT | |
| 12 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 3.99% | — | +49.74% | |
| 13 | P | Everpure Inc-a | 株式-IT | 3.24% | -4.65% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.20% | — | -39.97% | |
| 15 | MU | Micron Technology INC | 株式-IT | 3.12% | +0.12% | -52.76% | |
| 16 | W | Wayfair Inc- Class A | 株式-一般消費財 | 2.66% | +1.08% | +72.25% | |
| 17 | RH | Rh | 株式-一般消費財 | 2.44% | — | -25.30% | |
| 18 | 8QR | Confluent Inc-class A | 株式-その他 | 2.43% | — | +24.10% | |
| 19 | AAPL | Apple INC | 株式-IT | 2.25% | — | — | |
| 20 | LITE | Lumentum Holdings INC | 株式-IT | 2.19% | +2.04% | +8.26% | |
| 21 | SHW | Sherwin-williams Co/the | 株式-素材 | 2.17% | — | — | |
| 22 | DDOG | Datadog INC - Class A | 株式-IT | 1.94% | — | +9.79% | |
| 23 | XYZ | Block INC | 株式-金融 | 1.77% | — | -40.78% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.73% | — | -57.41% | |
| 25 | RL | Ralph Lauren CORP | 株式-一般消費財 | 1.68% | — | -33.39% | |
| 26 | IOT | Samsara Inc-cl A | 株式-IT | 1.62% | — | — | |
| 27 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.43% | -0.11% | EXIT | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | — | — | |
| 29 | RBLX | Roblox CORP -class A | 株式-通信サービス | 1.24% | +2.31% | — | |
| 30 | GRAB | Grab Holdings Limited | 株式-IT | 1.16% | — | — | |
| 31 | S | Sentinelone INC -class A | 株式-IT | 1.10% | — | — | |
| 32 | KVYO | Klaviyo Inc-a | 株式-その他 | 0.73% | — | -48.42% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | — | |
| 34 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.59% | — | -28.71% | |
| 35 | AMT | American Tower CORP | 株式-不動産 | 0.49% | — | — | |
| 36 | AMKR | Amkor Technology INC | 株式-IT | 0.28% | — | — | |
| 37 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.27% | — | — | |
| 38 | JOBY | Joby Aviation, Inc. | 株式-資本財 | 0.17% | — | — | |
| 39 | SONDQ | Sonder Holdings INC | 株式-その他 | 0.15% | — | — | |
| 40 | TBLA | Taboola.com Ltd. | 株式-その他 | 0.08% | — | — |