CIK: 0001802881
申告総資産額
$9.3億
上位200銘柄を表示中（全867銘柄）
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.82% | +1.26% | NEW | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 4.37% | — | -51.20% | |
| 3 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 3.51% | — | -40.74% | |
| 4 | TXN | Texas Instruments INC | 株式-IT | 2.10% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 1.95% | +6.32% | NEW | |
| 6 | PDD | Pdd Holdings INC | 株式-一般消費財 | 1.61% | +0.85% | NEW | |
| 7 | SE | Sea Ltd-adr | 株式-通信サービス | 1.56% | — | +46.90% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | +1.77% | NEW | |
| 9 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 1.42% | — | -40.62% | |
| 10 | XYZ | Block INC | 株式-金融 | 1.41% | — | +131.75% | |
| 11 | BA | Boeing Co/the | 株式-資本財 | 1.34% | — | -15.53% | |
| 12 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 1.33% | — | -6.31% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.33% | — | +238.80% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.29% | +2.89% | NEW | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.14% | — | +9620.31% | |
| 16 | ZM | Zoom Communications INC | 株式-IT | 1.14% | — | +58.35% | |
| 17 | TME | Tencent Music Entertainm-adr | 株式-通信サービス | 1.07% | — | +48.56% | |
| 18 | NIO | Nio INC - Adr | 株式-一般消費財 | 0.90% | — | +1615.49% | |
| 19 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 0.90% | — | +638.23% | |
| 20 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.89% | +0.49% | NEW | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | +0.48% | NEW | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | +1.12% | NEW | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 0.76% | — | — | |
| 24 | NOW | Servicenow INC | 株式-IT | 0.74% | +1.32% | NEW | |
| 25 | RPRX | Royalty Pharma plc | 株式-ヘルスケア | 0.65% | — | -64.78% | |
| 26 | GTM | Zoominfo Technologies INC | 株式-IT | 0.64% | — | +1988.97% | |
| 27 | UBER | Uber Technologies INC | 株式-資本財 | 0.61% | +1.30% | NEW | |
| 28 | TCBI | Texas Capital Bancshares INC | 株式-金融 | 0.60% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.60% | +7.18% | NEW | |
| 30 | ON | On Semiconductor | 株式-IT | 0.59% | — | -13.16% | |
| 31 | DNB | Dun & Bradstreet Holdings In | 株式-その他 | 0.59% | — | — | |
| 32 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.57% | — | +90.50% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.56% | — | -18.07% | |
| 34 | DOCU | Docusign INC | 株式-IT | 0.55% | — | -26.87% | |
| 35 | DISCKUSD | Discovery Inc-c | 株式-その他 | 0.55% | — | — | |
| 36 | MU | Micron Technology INC | 株式-IT | 0.53% | — | +19.44% | |
| 37 | PNC | Pnc Financial Services Group | 株式-金融 | 0.52% | — | — | |
| 38 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.50% | — | +44.91% | |
| 39 | ✓ | 株式-その他 | 0.49% | — | — | ||
| 40 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.47% | — | +159.99% | |
| 41 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 0.47% | — | +839.82% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.47% | +0.48% | NEW | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.46% | — | +20.00% | |
| 44 | AES 6.875 02-15-24 | Aes Corp/the | 株式-公益事業 | 0.45% | — | — | |
| 45 | GM | General Motors Co | 株式-一般消費財 | 0.45% | — | +120.92% | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.45% | +0.56% | NEW | |
| 47 | ITRI | Itron INC | 株式-IT | 0.44% | — | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | — | +68.41% | |
| 49 | AAL | American Airlines Group INC | 株式-資本財 | 0.43% | — | +81.18% | |
| 50 | SLF | Sun Life Financial INC | 株式-金融 | 0.42% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +2.1% | +58.15% | 増加 |
| 2 | PDD | Pdd Holdings INC | +1.5% | +2245.91% | 増加 |
| 3 | UPS | United Parcel Service-cl B | +1.1% | +9620.31% | 増加 |
| 4 | MA | Mastercard INC - A | +1% | +238.80% | 増加 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +201.82% | 増加 |
| 6 | XYZ | Block INC | +0.9% | +131.75% | 増加 |
| 7 | NIO | Nio INC - Adr | +0.8% | +1615.49% | 増加 |
| 8 | VIPS | Vipshop Holdings LTD - Adr | +0.8% | +638.23% | 増加 |
| 9 | SE | Sea Ltd-adr | +0.7% | +46.90% | 増加 |
| 10 | GTM | Zoominfo Technologies INC | +0.6% | +1988.97% | 増加 |
| 11 | PINS | Pinterest Inc- Class A | +0.6% | +147.57% | 増加 |
| 12 | FUBOGBP | Fubotv INC | -0.4% | -51.62% | 減少 |
| 13 | DDOG | Datadog INC - Class A | -0.4% | -80.00% | 減少 |
| 14 | TWTRUSD | Twitter INC | -0.4% | -93.41% | 減少 |
| 15 | ABT | Abbott Laboratories | -0.5% | -93.93% | 減少 |
| 16 | XOM | Exxon Mobil CORP | -0.6% | -94.53% | 減少 |
| 17 | FDX | Fedex CORP | -0.6% | -96.97% | 減少 |
| 18 | SNAP | Snap INC - A | -0.6% | -75.26% | 減少 |
| 19 | NFLX | Netflix INC | -0.6% | -72.64% | 減少 |
| 20 | BILI | Bilibili Inc-sponsored Adr | -0.7% | -78.72% | 減少 |
| 21 | DT | Dynatrace INC | -0.7% | -98.13% | 減少 |
| 22 | CRM | Salesforce INC | -0.8% | -77.75% | 減少 |
| 23 | KDP | Keurig Dr Pepper INC | -0.9% | -98.48% | 減少 |
| 24 | RPRX | Royalty Pharma plc | -1.2% | -64.78% | 減少 |
| 25 | CRWD | Crowdstrike Holdings INC - A | -2.6% | -40.74% | 減少 |
| 26 | META | Meta Platforms Inc-class A | -3% | -82.88% | 減少 |
| 27 | AMZN | Amazon.com INC | -3.9% | -84.12% | 減少 |
| 28 | TSLA | Tesla INC | -4% | -51.20% | 減少 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 30 | RUN | Sunrun INC | — | EXIT | 全売却 |
| 31 | GPN | Global Payments INC | — | EXIT | 全売却 |
| 32 | XPEV | Xp INC Class A | — | EXIT | 全売却 |
| 33 | OPTU | Optimum Communications Inc-a | — | EXIT | 全売却 |
| 34 | ADSK | Autodesk INC | — | EXIT | 全売却 |
| 35 | MTCH | Match Group INC | — | EXIT | 全売却 |
| 36 | IBB | Ishares Biotechnology ETF | — | EXIT | 全売却 |
| 37 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 38 | TCBI | Texas Capital Bancshares INC | — | NEW | 新規購入 |
| 39 | DNB | Dun & Bradstreet Holdings In | — | NEW | 新規購入 |
| 40 | VNET | Vnet Group Inc-adr | — | EXIT | 全売却 |
| 41 | ED | Consolidated Edison INC | — | EXIT | 全売却 |
| 42 | DISCKUSD | Discovery Inc-c | — | NEW | 新規購入 |
| 43 | PNC | Pnc Financial Services Group | — | NEW | 新規購入 |
| 44 | ✓ | — | NEW | 新規購入 | |
| 45 | BFT | Foley Trasimene Acquisiti-a | — | EXIT | 全売却 |
| 46 | REXR | Rexford Industrial Realty In | — | EXIT | 全売却 |
| 47 | ELAN | Elanco Animal Health INC | — | EXIT | 全売却 |
| 48 | WMS | Advanced Drainage Systems In | — | EXIT | 全売却 |
| 49 | AES 6.875 02-15-24 | Aes Corp/the | — | NEW | 新規購入 |
| 50 | ITRI | Itron INC | — | NEW | 新規購入 |