CIK: 0001768111
申告総資産額
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| # | 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 | FWONK | Liberty Media Corp-formula-c | 株式-通信サービス | 11.88% | -41.04% | EXIT | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 10.06% | — | +6.00% | |
| 3 | PFGC | Performance Food Group Co | 株式-生活必需品 | 9.46% | -24.16% | EXIT | |
| 4 | CPNG | Coupang INC | 株式-一般消費財 | 7.81% | — | +314.53% | |
| 5 | CDNS | Cadence Design Sys INC | 株式-IT | 7.46% | — | +7.26% | |
| 6 | AZO | Autozone INC | 株式-一般消費財 | 7.22% | — | — | |
| 7 | LYV | Live Nation Entertainment In | 株式-通信サービス | 6.97% | — | +608.77% | |
| 8 | EVR | Evercore INC - A | 株式-金融 | 6.85% | — | +75.48% | |
| 9 | CR | Crane Co | 株式-資本財 | 6.36% | -34.80% | EXIT | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 4.92% | — | — | |
| 11 | COF | Capital One Financial CORP | 株式-金融 | 4.92% | — | -16.08% | |
| 12 | FIX | Comfort Systems USA INC | 株式-資本財 | 4.69% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.79% | — | +88.71% | |
| 14 | HUBB | Hubbell INC | 株式-資本財 | 1.84% | — | -71.79% | |
| 15 | EYE | National Vision Holdings INC | 株式-その他 | 1.76% | — | — | |
| 16 | VVV | Valvoline INC | 株式-一般消費財 | 1.23% | — | +154.86% | |
| 17 | CRCL | Circle Internet Group INC | 株式-金融 | 1.21% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | — | -46.03% | |
| 19 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.29% | — | -78.65% | |
| 20 | NTSK | Netskope Inc-cl A | 株式-その他 | 0.28% | — | — | |
| 21 | FIGR | Figure Technology Solut-cl A | 株式-その他 | 0.03% | — | — |