CIK: 0002053305
申告総資産額
$20.7億
| # | 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 | NU | Nu Holdings Ltd. | 株式-金融 | 17.08% | — | +1.95% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.59% | -8.03% | -13.90% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.56% | +10.85% | +1.63% | |
| 4 | UBER | Uber Technologies INC | 株式-資本財 | 5.44% | — | -22.02% | |
| 5 | AFRM | Affirm Holdings INC | 株式-金融 | 5.32% | — | — | |
| 6 | HIMS | Hims & Hers Health INC | 株式-ヘルスケア | 4.89% | -0.50% | EXIT | |
| 7 | DUOL | Duolingo | 株式-IT | 4.47% | -1.16% | EXIT | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.40% | +1.51% | -46.60% | |
| 9 | ✓ | Pagaya Technologies LTD | 株式-その他 | 2.88% | — | +73.55% | |
| 10 | IREN | Iren LTD F | 株式-その他 | 2.79% | +1.26% | +43.80% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 2.78% | — | -6.87% | |
| 12 | FINV | Finvolution Group-adr | 株式-その他 | 2.76% | — | -37.06% | |
| 13 | CRTO | Criteo Sa-spon Adr | 株式-その他 | 2.17% | — | +5.76% | |
| 14 | SE | Sea Ltd-adr | 株式-通信サービス | 1.96% | — | +6481.51% | |
| 15 | SHOP | Shopify INC - Class A | 株式-IT | 1.96% | -1.02% | -28.66% | |
| 16 | MMYT | MakeMyTrip Limited | 株式-その他 | 1.84% | — | -23.66% | |
| 17 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.77% | — | +29.97% | |
| 18 | MU | Micron Technology INC | 株式-IT | 1.65% | +1.79% | -0.45% | |
| 19 | CLSK | Cleanspark INC | 株式-金融 | 1.43% | -0.33% | EXIT | |
| 20 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 1.38% | — | +88.44% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | — | -79.37% | |
| 22 | APLD | Applied Digital CORP | 株式-IT | 1.22% | — | +807.86% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | -1.66% | -78.99% | |
| 24 | GRND | Grindr INC | 株式-その他 | 0.83% | -0.41% | — | |
| 25 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.76% | -1.84% | -50.87% | |
| 26 | ✓ | 株式-その他 | 0.71% | — | — | ||
| 27 | ✓ | Inter & Co Inc | 株式-その他 | 0.68% | — | +50.85% | |
| 28 | MTCH | Match Group INC | 株式-通信サービス | 0.66% | — | — | |
| 29 | INMD | InMode Ltd. | 株式-その他 | 0.66% | — | — | |
| 30 | RIOT | Riot Platforms INC | 株式-金融 | 0.62% | — | +154.31% | |
| 31 | GTM | Zoominfo Technologies INC | 株式-IT | 0.47% | — | -71.05% | |
| 32 | WOLF* | Wolfspeed INC | 株式-その他 | 0.47% | — | +277.89% | |
| 33 | AGENEUR | Agenus INC | 株式-その他 | 0.41% | — | +2.41% | |
| 34 | IMGNEUR | Immunogen INC | 株式-その他 | 0.40% | — | +2.11% | |
| 35 | NOW | Servicenow INC | 株式-IT | 0.34% | — | -8.91% | |
| 36 | INTU | Intuit INC | 株式-IT | 0.33% | — | — | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.33% | — | — | |
| 38 | MSTR | Strategy INC | 株式-IT | 0.30% | +2.89% | -50.62% | |
| 39 | 1B2 | Bitfarms Ltd/canada | 株式-その他 | 0.29% | — | +42.51% | |
| 40 | AMD | Advanced Micro Devices | 株式-IT | 0.28% | +4.44% | +1050.67% | |
| 41 | SNPS | Synopsys INC | 株式-IT | 0.27% | — | — | |
| 42 | MARA | Mara Holdings INC | 株式-金融 | 0.26% | — | +7.96% | |
| 43 | NBIS | Nebius Group NV | 株式-その他 | 0.26% | — | — | |
| 44 | OKTA | Okta INC | 株式-IT | 0.25% | — | -74.73% | |
| 45 | CIFR | Cipher Digital INC | 株式-IT | 0.23% | — | -23.00% | |
| 46 | OPEN | Opendoor Technologies INC | 株式-不動産 | 0.20% | — | -87.17% | |
| 47 | XYZ | Block INC | 株式-金融 | 0.20% | — | +57.40% | |
| 48 | DLO | DLocal Limited | 株式-その他 | 0.20% | — | — | |
| 49 | WULF | Terawulf INC | 株式-金融 | 0.19% | +1.22% | +10.00% | |
| 50 | UPST | Upstart Holdings INC | 株式-金融 | 0.17% | — | -33.33% |