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 | 22.66% | -1.45% | +8.35% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 12.76% | -5.55% | -20.46% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 12.24% | -0.11% | — | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 11.36% | -3.79% | +1.29% | |
| 5 | DASH | Doordash INC - A | 株式-一般消費財 | 8.72% | -4.52% | +18.50% | |
| 6 | COMP | Compass INC - Class A | 株式-不動産 | 7.40% | -7.40% | EXIT | |
| 7 | AAPL | Apple INC | 株式-IT | 5.74% | -5.74% | EXIT | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.97% | -4.97% | EXIT | |
| 9 | STUB | Stubhub Holdings Inc-class A | 株式-その他 | 4.43% | -4.43% | EXIT | |
| 10 | RBLX | Roblox CORP -class A | 株式-通信サービス | 2.62% | -2.62% | EXIT | |
| 11 | NFLX | Netflix INC | 株式-通信サービス | 2.41% | -2.41% | EXIT | |
| 12 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 1.89% | -1.89% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.28% | +2.68% | -87.65% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.02% | +0.84% | — | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 0.50% | +1.62% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QXO | Qxo INC | +1.9% | +8.35% | 増加 |
| 2 | V | Visa Inc-class A Shares | +0.4% | +1.29% | 増加 |
| 3 | DASH | Doordash INC - A | -0.2% | +18.50% | 増加 |
| 4 | RBLX | Roblox CORP -class A | -1.1% | +22.57% | 増加 |
| 5 | NFLX | Netflix INC | -2% | +600.54% | 増加 |
| 6 | MSFT | Microsoft CORP | -4.5% | -20.46% | 減少 |
| 7 | META | Meta Platforms Inc-class A | -10.3% | -87.65% | 減少 |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 9 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 10 | ZG | Zillow Group INC - A | — | EXIT | 全売却 |
| 11 | COMP | Compass INC - Class A | — | NEW | 新規購入 |
| 12 | WIX | Wix.com Ltd. | — | EXIT | 全売却 |
| 13 | AAPL | Apple INC | — | NEW | 新規購入 |
| 14 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 15 | STUB | Stubhub Holdings Inc-class A | — | NEW | 新規購入 |
| 16 | RIVN | Rivian Automotive Inc-a | — | NEW | 新規購入 |
| 17 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 18 | APPF | Appfolio INC - A | — | EXIT | 全売却 |
| 19 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 20 | NOW | Servicenow INC | — | EXIT | 全売却 |