CIK: 0001133742
申告総資産額
$2.8億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 14.09% | -14.25% | -7.16% | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 6.90% | -5.99% | -25.22% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.33% | -3.09% | +799000.00% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 6.02% | -1.26% | +27.18% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 6.02% | -5.30% | +6.59% | |
| 6 | ALAB | Astera Labs INC | 株式-IT | 5.81% | -4.85% | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.76% | — | -31.40% | |
| 8 | HOOD | Robinhood Markets INC - A | 株式-金融 | 4.69% | — | +3483000.00% | |
| 9 | APP | Applovin Corp-class A | 株式-IT | 4.16% | -3.80% | +355800.00% | |
| 10 | AFRM | Affirm Holdings INC | 株式-金融 | 3.90% | — | +22.47% | |
| 11 | DDOG | Datadog INC - Class A | 株式-IT | 3.78% | — | +731900.00% | |
| 12 | SOFI | Sofi Technologies INC | 株式-金融 | 3.45% | — | +6208000.00% | |
| 13 | NET | Cloudflare INC - Class A | 株式-IT | 3.45% | +2.93% | +885600.00% | |
| 14 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.44% | +0.44% | +1257700.00% | |
| 15 | ANET | Arista Networks INC | 株式-IT | 3.07% | — | — | |
| 16 | MRVL | Marvell Technology INC | 株式-IT | 3.04% | +2.95% | +760900.00% | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 3.02% | — | -46.02% | |
| 18 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 3.01% | -2.49% | — | |
| 19 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 3.00% | +2.22% | -44.16% | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.93% | — | +237200.00% | |
| 21 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 2.92% | — | — | |
| 22 | CIEN | Ciena CORP | 株式-IT | 2.11% | — | — | |
| 23 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.02% | — | — | |
| 24 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.01% | — | -99.71% | |
| 25 | NOW | Servicenow INC | 株式-IT | — | — | -99.87% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | — | — | — | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | — | — | — | |
| 28 | HUBS | Hubspot INC | 株式-IT | — | — | — | |
| 29 | ✓ | ASML Holding N V ADR | 株式-その他 | — | +2.93% | — | |
| 30 | KLAC | Kla CORP | 株式-IT | — | +0.01% | — | |
| 31 | INTU | Intuit INC | 株式-IT | — | — | — | |
| 32 | AXON | Axon Enterprise INC | 株式-資本財 | — | — | — | |
| 33 | MPWR | Monolithic Power Systems INC | 株式-IT | — | — | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | — | — | — | |
| 35 | SNPS | Synopsys INC | 株式-IT | — | — | — | |
| 36 | SPOT | Spotify Technology S.A. | 株式-通信サービス | — | — | -99.94% | |
| 37 | ADBE | Adobe INC | 株式-IT | — | — | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | — | — | — | |
| 39 | PANW | Palo Alto Networks INC | 株式-IT | — | — | +100.00% | |
| 40 | ✓ | Cyberark Software LTD | 株式-その他 | — | — | EXIT | |
| 41 | ✓ | 株式-その他 | — | — | — | ||
| 42 | CDNS | Cadence Design Sys INC | 株式-IT | — | — | — | |
| 43 | MSTR | Strategy INC | 株式-IT | — | — | -99.98% | |
| 44 | ✓ | Flutter Entertainment PLC | 株式-その他 | — | — | — | |
| 45 | AAPL | Apple INC | 株式-IT | — | — | — | |
| 46 | COIN | Coinbase Global INC -class A | 株式-金融 | — | — | — | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-その他 | — | — | — | |
| 48 | ✓ | monday.com Ltd. | 株式-その他 | — | — | — | |
| 49 | MDB | Mongodb INC | 株式-IT | — | -3.46% | — | |
| 50 | CEG | Constellation Energy | 株式-公益事業 | — | — | — |