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 | QXO | Qxo INC | 株式-資本財 | 20.79% | -1.45% | +14.25% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 17.28% | -5.55% | +14.43% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 11.62% | +2.68% | +15.63% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 10.99% | -3.79% | +4.22% | |
| 5 | DASH | Doordash INC - A | 株式-一般消費財 | 8.89% | -4.52% | +12.60% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 7.93% | +7.40% | NEW | |
| 7 | ZG | Zillow Group INC - A | 株式-通信サービス | 7.58% | — | +11.12% | |
| 8 | WIX | Wix.com Ltd. | 株式-IT | 5.94% | — | — | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 4.42% | -2.41% | EXIT | |
| 10 | RBLX | Roblox CORP -class A | 株式-通信サービス | 3.67% | -2.62% | EXIT | |
| 11 | APPF | Appfolio INC - A | 株式-IT | 0.79% | — | — | |
| 12 | NOW | Servicenow INC | 株式-IT | 0.09% | +5.44% | NEW |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DASH | Doordash INC - A | +3.8% | +12.60% | 増加 |
| 2 | QXO | Qxo INC | +3.5% | +14.25% | 増加 |
| 3 | ZG | Zillow Group INC - A | +2.6% | +11.12% | 増加 |
| 4 | META | Meta Platforms Inc-class A | +1.4% | +15.63% | 増加 |
| 5 | V | Visa Inc-class A Shares | -3.3% | +4.22% | 増加 |
| 6 | NOW | Servicenow INC | -10.6% | -98.94% | 減少 |
| 7 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 8 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 9 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 10 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 11 | WIX | Wix.com Ltd. | — | NEW | 新規購入 |
| 12 | AAPL | Apple INC | — | EXIT | 全売却 |
| 13 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 14 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 15 | PLNT | Planet Fitness INC - Cl A | — | EXIT | 全売却 |
| 16 | RBLX | Roblox CORP -class A | — | NEW | 新規購入 |
| 17 | SYNA | Synaptics INC | — | EXIT | 全売却 |
| 18 | APPF | Appfolio INC - A | — | NEW | 新規購入 |
| 19 | DCBO | Docebo INC | — | EXIT | 全売却 |
| 20 | ✓ | Nu Hldgs LTD | — | EXIT | 全売却 |