CIK: 0001802881
申告総資産額
$9.3億
上位200銘柄を表示中（全588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 | ON | On Semiconductor | 株式-IT | 4.17% | — | — | |
| 2 | EXPE | Expedia Group INC | 株式-一般消費財 | 3.71% | — | +394.84% | |
| 3 | TXN | Texas Instruments INC | 株式-IT | 3.61% | — | -3.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.42% | +1.63% | NEW | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.93% | +1.26% | NEW | |
| 6 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.88% | — | -2.11% | |
| 7 | MTCH | Match Group INC | 株式-通信サービス | 2.21% | — | +6.88% | |
| 8 | SE | Sea Ltd-adr | 株式-通信サービス | 1.84% | — | +19.89% | |
| 9 | NOW | Servicenow INC | 株式-IT | 1.58% | +1.32% | NEW | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | +1.77% | NEW | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.29% | — | +109.84% | |
| 12 | TGT | Target CORP | 株式-一般消費財 | 1.21% | — | +208.49% | |
| 13 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 1.17% | — | — | |
| 14 | LYFT | Lyft Inc-a | 株式-IT | 1.15% | — | — | |
| 15 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.15% | — | +40.63% | |
| 16 | CMI | Cummins INC | 株式-資本財 | 1.12% | — | +147.60% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.09% | +0.48% | NEW | |
| 18 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.06% | — | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | +0.48% | NEW | |
| 20 | GM | General Motors Co | 株式-一般消費財 | 1.02% | — | -11.49% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | +1.12% | NEW | |
| 22 | U | Unity Software INC | 株式-IT | 1.00% | — | +855.00% | |
| 23 | CRM | Salesforce INC | 株式-IT | 0.99% | — | -1.52% | |
| 24 | TEAM | Atlassian Corporation | 株式-IT | 0.99% | — | — | |
| 25 | AAPL | Apple INC | 株式-IT | 0.96% | +6.32% | NEW | |
| 26 | NET | Cloudflare INC - Class A | 株式-IT | 0.95% | — | +64.29% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.88% | — | -42.41% | |
| 28 | WDAY | Workday Inc-class A | 株式-IT | 0.88% | — | — | |
| 29 | GE | General Electric | 株式-資本財 | 0.81% | +0.72% | NEW | |
| 30 | DOCU | Docusign INC | 株式-IT | 0.77% | — | +12.48% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.75% | +2.89% | NEW | |
| 32 | OKTA | Okta INC | 株式-IT | 0.74% | — | — | |
| 33 | KD | Kyndryl Holdings INC | 株式-IT | 0.72% | — | — | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.71% | — | +43.68% | |
| 35 | FR | First Industrial Realty Tr | 株式-不動産 | 0.70% | — | — | |
| 36 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.69% | — | +51.33% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.68% | — | +3.01% | |
| 38 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.67% | — | +2.01% | |
| 39 | AAL | American Airlines Group INC | 株式-資本財 | 0.66% | — | -2.26% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.65% | +2.85% | NEW | |
| 41 | PNC | Pnc Financial Services Group | 株式-金融 | 0.61% | — | -36.08% | |
| 42 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.60% | — | +99.11% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.59% | — | +231.46% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | +26.18% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | +3.28% | NEW | |
| 46 | ✓ | Enphys Acquisition CORP | 株式-その他 | 0.57% | — | — | |
| 47 | XYZ | Block INC | 株式-金融 | 0.57% | — | +27.09% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | +60.91% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | +0.65% | NEW | |
| 50 | GXO | Gxo Logistics INC | 株式-資本財 | 0.51% | — | — |