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 | 26.27% | -10.12% | +75.00% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 12.36% | -8.01% | +843.97% | |
| 3 | U | Unity Software INC | 株式-IT | 5.57% | +0.52% | +68.95% | |
| 4 | MU | Micron Technology INC | 株式-IT | 5.02% | +0.12% | +98.48% | |
| 5 | COHR | Coherent CORP | 株式-IT | 4.82% | -1.81% | +133.67% | |
| 6 | P | Everpure Inc-a | 株式-IT | 4.65% | -4.65% | EXIT | |
| 7 | CIEN | Ciena CORP | 株式-IT | 4.08% | +1.17% | +1.96% | |
| 8 | ALAB | Astera Labs INC | 株式-IT | 3.28% | +4.09% | +2496.61% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.97% | — | -6.53% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | +2.03% | +4.39% | |
| 11 | GTLB | Gitlab Inc-cl A | 株式-IT | 1.92% | -1.92% | EXIT | |
| 12 | LITE | Lumentum Holdings INC | 株式-IT | 1.72% | +2.04% | -41.73% | |
| 13 | WIX | Wix.com Ltd. | 株式-IT | 1.58% | -0.41% | — | |
| 14 | SNOW | Snowflake INC | 株式-IT | 1.28% | -0.84% | +1.96% | |
| 15 | AFRM | Affirm Holdings INC | 株式-金融 | 1.26% | -0.17% | +566.14% | |
| 16 | TWLO | Twilio INC - A | 株式-IT | 1.25% | +1.07% | -25.76% | |
| 17 | ACVA | Acv Auctions Inc-a | 株式-その他 | 1.22% | -0.39% | +125.23% | |
| 18 | ECHO | Echostar Corp-a | 株式-通信サービス | 1.20% | +1.14% | — | |
| 19 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 1.19% | — | +1.96% | |
| 20 | WING | Wingstop INC | 株式-一般消費財 | 1.14% | -0.30% | — | |
| 21 | COMP | Compass INC - Class A | 株式-不動産 | 1.13% | -0.32% | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.07% | -1.07% | EXIT | |
| 23 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.07% | +1.08% | +1.93% | |
| 24 | TTAN | Servicetitan Inc-a | 株式-IT | 1.03% | -1.03% | EXIT | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 1.02% | +0.47% | -9.94% | |
| 26 | RKT | Rocket Cos Inc-class A | 株式-金融 | 0.85% | +0.89% | +260.02% | |
| 27 | RBRK | Rubrik Inc-a | 株式-IT | 0.84% | -0.29% | +18.90% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.80% | -0.80% | EXIT | |
| 29 | TEAM | Atlassian Corp-cl A | 株式-IT | 0.79% | -0.79% | EXIT | |
| 30 | AXON | Axon Enterprise INC | 株式-資本財 | 0.73% | +0.14% | +189.27% | |
| 31 | NU | Nu Holdings Ltd. | 株式-金融 | 0.67% | -0.67% | EXIT | |
| 32 | SMTC | Semtech CORP | 株式-IT | 0.62% | +0.21% | +1.98% | |
| 33 | RL | Ralph Lauren CORP | 株式-一般消費財 | 0.55% | — | +1.97% | |
| 34 | CRWV | Coreweave Inc-cl A | 株式-IT | 0.53% | +0.73% | +863.55% | |
| 35 | FERG | Ferguson Enterprises INC | 株式-資本財 | 0.48% | — | -20.08% | |
| 36 | AZO | Autozone INC | 株式-一般消費財 | 0.48% | -0.48% | EXIT | |
| 37 | CHYM | Chime Financial Inc-cl A | 株式-その他 | 0.46% | — | — | |
| 38 | SE | Sea Ltd-adr | 株式-通信サービス | 0.43% | -0.43% | EXIT | |
| 39 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.39% | +2.31% | -47.14% | |
| 40 | AMSC | American Superconductor CORP | 株式-その他 | 0.37% | -0.37% | EXIT | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.32% | — | +1.97% | |
| 42 | FROG | JFrog Ltd. | 株式-IT | 0.31% | — | +1.77% | |
| 43 | GNRC | Generac Holdings INC | 株式-資本財 | 0.30% | -0.30% | EXIT | |
| 44 | AMBQ | Ambiq Micro INC | 株式-その他 | 0.24% | — | +1.77% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.22% | +0.36% | -81.47% | |
| 46 | ROG | Rogers CORP | 株式-その他 | 0.19% | — | +1.77% | |
| 47 | PFGC | Performance Food Group Co | 株式-生活必需品 | 0.14% | -0.14% | EXIT | |
| 48 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.11% | -0.11% | EXIT | |
| 49 | WRBY | Warby Parker Inc-class A | 株式-その他 | 0.10% | — | — | |
| 50 | TBLA | Taboola.com Ltd. | 株式-その他 | 0.04% | — | +1.82% |
| # | 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 | +10.3% | +843.97% | 増加 |
| 2 | ALAB | Astera Labs INC | +3% | +2496.61% | 増加 |
| 3 | COHR | Coherent CORP | +2.9% | +133.67% | 増加 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +2.9% | +75.00% | 増加 |
| 5 | MU | Micron Technology INC | +2.7% | +98.48% | 増加 |
| 6 | AFRM | Affirm Holdings INC | +1% | +566.14% | 増加 |
| 7 | U | Unity Software INC | +0.8% | +68.95% | 増加 |
| 8 | RKT | Rocket Cos Inc-class A | +0.5% | +260.02% | 増加 |
| 9 | CRWV | Coreweave Inc-cl A | +0.4% | +863.55% | 増加 |
| 10 | AXON | Axon Enterprise INC | +0.2% | +189.27% | 増加 |
| 11 | ACVA | Acv Auctions Inc-a | +0.2% | +125.23% | 増加 |
| 12 | CIEN | Ciena CORP | +0.1% | +1.96% | 増加 |
| 13 | PM | Philip Morris International | -0.1% | +45.38% | 増加 |
| 14 | NU | Nu Holdings Ltd. | -0.1% | +30.43% | 増加 |
| 15 | TEAM | Atlassian Corp-cl A | -0.2% | +30.47% | 増加 |
| 16 | TTAN | Servicetitan Inc-a | -0.2% | +26.54% | 増加 |
| 17 | LITE | Lumentum Holdings INC | -0.4% | -41.73% | 減少 |
| 18 | W | Wayfair Inc- Class A | -0.4% | +1.93% | 増加 |
| 19 | FERG | Ferguson Enterprises INC | -0.5% | -20.08% | 減少 |
| 20 | SE | Sea Ltd-adr | -0.5% | +1.95% | 増加 |
| 21 | AMSC | American Superconductor CORP | -0.5% | +35.35% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | -0.6% | -6.53% | 減少 |
| 23 | AMZN | Amazon.com INC | -0.9% | +4.39% | 増加 |
| 24 | DKS | Dick's Sporting Goods INC | -0.9% | +1.96% | 増加 |
| 25 | INTC | Intel CORP | -1.5% | -81.47% | 減少 |
| 26 | RBLX | Roblox CORP -class A | -1.6% | -47.14% | 減少 |
| 27 | P | Everpure Inc-a | -2% | +38.53% | 増加 |
| 28 | GTLB | Gitlab Inc-cl A | -2.9% | -23.64% | 減少 |
| 29 | WIX | Wix.com Ltd. | — | NEW | 新規購入 |
| 30 | DECK | Deckers Outdoor CORP | — | EXIT | 全売却 |
| 31 | HUBS | Hubspot INC | — | EXIT | 全売却 |
| 32 | ECHO | Echostar Corp-a | — | NEW | 新規購入 |
| 33 | WING | Wingstop INC | — | NEW | 新規購入 |
| 34 | INTU | Intuit INC | — | EXIT | 全売却 |
| 35 | COMP | Compass INC - Class A | — | NEW | 新規購入 |
| 36 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 37 | MRVL | Marvell Technology INC | — | EXIT | 全売却 |
| 38 | ELF | Elf Beauty INC | — | EXIT | 全売却 |
| 39 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 40 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 41 | CHYM | Chime Financial Inc-cl A | — | NEW | 新規購入 |
| 42 | VRNS | Varonis Systems INC | — | EXIT | 全売却 |
| 43 | IOT | Samsara Inc-cl A | — | EXIT | 全売却 |
| 44 | GNRC | Generac Holdings INC | — | NEW | 新規購入 |
| 45 | SNPS | Synopsys INC | — | EXIT | 全売却 |
| 46 | FIVN | Five9 INC | — | EXIT | 全売却 |
| 47 | BLDR | Builders Firstsource INC | — | EXIT | 全売却 |
| 48 | APP | Applovin Corp-class A | — | EXIT | 全売却 |
| 49 | JOBY | Joby Aviation, Inc. | — | EXIT | 全売却 |
| 50 | PFGC | Performance Food Group Co | — | NEW | 新規購入 |