CIK: 0001948899
申告総資産額
$20.8億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.36% | +1.15% | -5.19% | |
| 2 | AMD | Advanced Micro Devices | 株式-IT | 6.98% | — | +53.60% | |
| 3 | SGI | Somnigroup International INC | 株式-一般消費財 | 6.70% | -0.19% | -10.51% | |
| 4 | STX | Seagate Technology Holdings plc | 株式-IT | 6.38% | +3.14% | — | |
| 5 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 6.17% | — | -38.54% | |
| 6 | ✓ | Cyberark Software LTD | 株式-その他 | 5.52% | -5.53% | EXIT | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 5.50% | -0.89% | -53.42% | |
| 8 | WIX | Wix.com Ltd. | 株式-IT | 5.46% | — | — | |
| 9 | BLDR | Builders Firstsource INC | 株式-資本財 | 5.32% | — | — | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 4.99% | +0.42% | -49.77% | |
| 11 | NWSA | News CORP - Class A | 株式-通信サービス | 4.86% | — | — | |
| 12 | TKO | Tko Group Holdings INC | 株式-通信サービス | 4.38% | — | +0.26% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.33% | +2.63% | -36.91% | |
| 14 | NU | Nu Holdings Ltd. | 株式-金融 | 3.71% | -1.19% | — | |
| 15 | OKTA | Okta INC | 株式-IT | 3.49% | — | — | |
| 16 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 3.14% | — | -45.55% | |
| 17 | PTC | Ptc INC | 株式-IT | 2.86% | — | — | |
| 18 | CRM | Salesforce INC | 株式-IT | 2.42% | — | +1.10% | |
| 19 | ARM | Arm Holdings Plc-adr | 株式-IT | 2.32% | — | — | |
| 20 | PCOR | Procore Technologies INC | 株式-IT | 2.07% | — | — | |
| 21 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.50% | — | -52.47% | |
| 22 | MDB | Mongodb INC | 株式-IT | 1.15% | -2.85% | -68.72% | |
| 23 | MU | Micron Technology INC | 株式-IT | 1.15% | — | -64.16% | |
| 24 | CART | Maplebear INC | 株式-一般消費財 | 0.14% | — | — | |
| 25 | KVYO | Klaviyo Inc-a | 株式-その他 | 0.09% | — | — |