CIK: 0001909089
申告総資産額
$1.1億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 13.04% | +2.68% | -32.15% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 10.91% | +3.15% | NEW | |
| 3 | MU | Micron Technology INC | 株式-IT | 8.54% | — | +5.67% | |
| 4 | PYPL | Paypal Holdings INC | 株式-金融 | 8.52% | — | +37.95% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.23% | -0.11% | +6.67% | |
| 6 | AAPL | Apple INC | 株式-IT | 7.20% | -5.74% | EXIT | |
| 7 | IMXI | International Money Express | 株式-その他 | 6.87% | — | -28.42% | |
| 8 | CRM | Salesforce INC | 株式-IT | 6.55% | — | -19.89% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 5.31% | -2.41% | EXIT | |
| 10 | GTM | Zoominfo Technologies INC | 株式-IT | 5.11% | — | — | |
| 11 | NOW | Servicenow INC | 株式-IT | 4.44% | +5.44% | NEW | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 4.37% | +7.40% | NEW | |
| 13 | CCI | Crown Castle INC | 株式-不動産 | 4.31% | — | +18.68% | |
| 14 | GTLB | Gitlab Inc-cl A | 株式-IT | 3.14% | — | -2.73% | |
| 15 | ZG | Zillow Group INC - A | 株式-通信サービス | 2.91% | — | -38.03% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 1.56% | — | — |