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 | 12.43% | -10.12% | — | |
| 2 | ALAB | Astera Labs INC | 株式-IT | 10.90% | +4.09% | +194.22% | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 10.71% | — | +146.48% | |
| 4 | RH | Rh | 株式-一般消費財 | 5.12% | — | +96.46% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.42% | +2.03% | +18.83% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.79% | +0.47% | -19.02% | |
| 7 | ADBE | Adobe INC | 株式-IT | 3.72% | — | +8.00% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.65% | — | — | |
| 9 | CIEN | Ciena CORP | 株式-IT | 3.48% | +1.17% | -38.22% | |
| 10 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 3.30% | — | +57.23% | |
| 11 | ACVA | Acv Auctions Inc-a | 株式-その他 | 2.94% | -0.39% | -27.43% | |
| 12 | LITE | Lumentum Holdings INC | 株式-IT | 2.73% | +2.04% | +28.53% | |
| 13 | SE | Sea Ltd-adr | 株式-通信サービス | 2.58% | -0.43% | EXIT | |
| 14 | AAPL | Apple INC | 株式-IT | 2.52% | — | +29.93% | |
| 15 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 2.40% | — | — | |
| 16 | S | Sentinelone INC -class A | 株式-IT | 2.32% | — | +137.34% | |
| 17 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.99% | +1.08% | -10.14% | |
| 18 | RL | Ralph Lauren CORP | 株式-一般消費財 | 1.86% | — | +28.34% | |
| 19 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.86% | — | — | |
| 20 | FIVE | Five Below | 株式-一般消費財 | 1.75% | — | — | |
| 21 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.50% | -0.11% | EXIT | |
| 22 | 8QR | Confluent Inc-class A | 株式-その他 | 1.40% | — | +7.33% | |
| 23 | DG | Dollar General CORP | 株式-生活必需品 | 1.29% | — | — | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 1.10% | — | +143.11% | |
| 25 | SLB | Slb LTD | 株式-エネルギー | 1.07% | — | — | |
| 26 | MU | Micron Technology INC | 株式-IT | 1.02% | +0.12% | -46.82% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 1.01% | — | -32.83% | |
| 28 | RBLX | Roblox CORP -class A | 株式-通信サービス | 1.00% | +2.31% | -13.12% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | — | -59.15% | |
| 30 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.92% | — | -57.55% | |
| 31 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 0.77% | — | -71.73% | |
| 32 | GTLB | Gitlab Inc-cl A | 株式-IT | 0.65% | -1.92% | EXIT | |
| 33 | GRAB | Grab Holdings Limited | 株式-IT | 0.65% | — | -33.31% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -8.01% | — | |
| 35 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.57% | — | +21.49% | |
| 36 | AFRM | Affirm Holdings INC | 株式-金融 | 0.52% | -0.17% | — | |
| 37 | NTNX | Nutanix INC - A | 株式-IT | 0.21% | — | — | |
| 38 | JOBY | Joby Aviation, Inc. | 株式-資本財 | 0.13% | — | — | |
| 39 | SONDQ | Sonder Holdings INC | 株式-その他 | 0.12% | — | — | |
| 40 | TBLA | Taboola.com Ltd. | 株式-その他 | 0.06% | — | — |