CIK: 0001702973
申告総資産額
$9109.7万
| # | 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 | IBM | Intl Business Machines CORP | 株式-IT | 11.34% | — | — | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 8.43% | — | — | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 7.74% | — | +551.39% | |
| 4 | DELL | Dell Technologies -c | 株式-IT | 7.41% | — | -20.64% | |
| 5 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 5.65% | — | — | |
| 6 | FOXA | Fox CORP - Class A | 株式-通信サービス | 5.64% | — | — | |
| 7 | KLAC | Kla CORP | 株式-IT | 5.60% | — | +83.67% | |
| 8 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 5.43% | — | — | |
| 9 | PANW | Palo Alto Networks INC | 株式-IT | 5.17% | — | +89.84% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 4.19% | — | +124.80% | |
| 11 | AMAT | Applied Materials INC | 株式-IT | 3.80% | — | +3.73% | |
| 12 | JBL | Jabil INC | 株式-IT | 3.77% | — | -9.93% | |
| 13 | NOW | Servicenow INC | 株式-IT | 3.32% | — | +20.88% | |
| 14 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 3.19% | — | — | |
| 15 | TEAM | Atlassian Corporation | 株式-IT | 3.17% | — | — | |
| 16 | INTU | Intuit INC | 株式-IT | 3.00% | — | — | |
| 17 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.85% | — | — | |
| 18 | ANETEUR | Arista Networks INC | 株式-その他 | 2.67% | — | +17.80% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.74% | — | -64.57% | |
| 20 | MU | Micron Technology INC | 株式-IT | 1.68% | — | — | |
| 21 | HUBS | Hubspot INC | 株式-IT | 1.52% | — | — | |
| 22 | TENB | Tenable Holdings INC | 株式-その他 | 1.37% | — | — | |
| 23 | WDC | Western Digital CORP | 株式-IT | 1.31% | — | -17.78% |