CIK: 0002052593
申告総資産額
$11.8億
| # | 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 | 12.18% | -1.23% | +5.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 10.19% | -0.94% | +15.94% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 7.30% | -0.45% | — | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.09% | — | +7.24% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.80% | -0.36% | +8.52% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.69% | -0.35% | +9.21% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 4.56% | — | +5.04% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 4.28% | -0.11% | +51.00% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.44% | -0.01% | +5.82% | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 3.02% | -0.55% | +286.54% | |
| 11 | ANET | Arista Networks INC | 株式-IT | 2.64% | +0.92% | — | |
| 12 | UBER | Uber Technologies INC | 株式-資本財 | 1.72% | +0.05% | +17.05% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.70% | -0.17% | +3.48% | |
| 14 | NU | Nu Holdings Ltd. | 株式-金融 | 1.64% | — | — | |
| 15 | DASH | Doordash INC - A | 株式-一般消費財 | 1.61% | +0.07% | +35.44% | |
| 16 | SNOW | Snowflake INC | 株式-IT | 1.59% | +0.81% | — | |
| 17 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.36% | +0.21% | +32.98% | |
| 18 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.22% | — | — | |
| 19 | APP | Applovin Corp-class A | 株式-IT | 0.99% | — | — | |
| 20 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.93% | — | — | |
| 21 | CRM | Salesforce INC | 株式-IT | 0.93% | — | +15.33% | |
| 22 | DDOG | Datadog INC - Class A | 株式-IT | 0.92% | +0.50% | — | |
| 23 | AXON | Axon Enterprise INC | 株式-資本財 | 0.90% | — | — | |
| 24 | PCOR | Procore Technologies INC | 株式-IT | 0.89% | — | +16.95% | |
| 25 | P | Everpure Inc-a | 株式-IT | 0.89% | — | — | |
| 26 | INTU | Intuit INC | 株式-IT | 0.86% | — | — | |
| 27 | NOW | Servicenow INC | 株式-IT | 0.77% | +0.21% | +352.85% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | — | — | |
| 29 | DUOL | Duolingo | 株式-IT | 0.76% | — | +2.92% | |
| 30 | NTNX | Nutanix INC - A | 株式-IT | 0.73% | — | — | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.67% | +0.13% | — | |
| 32 | ACN | Accenture plc | 株式-IT | 0.63% | +0.10% | — | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 0.56% | +0.27% | — | |
| 34 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.56% | — | +16.73% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.51% | — | — | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | +0.05% | — | |
| 37 | CCC | Ccc Intelligent Solutions Ho | 株式-IT | 0.44% | — | +47.38% | |
| 38 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.43% | — | — | |
| 39 | 8QR | Confluent Inc-class A | 株式-その他 | 0.36% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | — | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.33% | — | — | |
| 42 | HIMS | Hims & Hers Health INC | 株式-ヘルスケア | 0.32% | — | — | |
| 43 | UPWK | Upwork INC | 株式-その他 | 0.29% | — | — | |
| 44 | LRCX | Lam Research CORP | 株式-IT | 0.28% | +0.45% | — | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.28% | +0.07% | — | |
| 46 | WDAY | Workday Inc-class A | 株式-IT | 0.26% | — | — | |
| 47 | VRSN | Verisign INC | 株式-IT | 0.26% | — | — | |
| 48 | MRVL | Marvell Technology INC | 株式-IT | 0.25% | +0.45% | — | |
| 49 | DOCS | Doximity Inc-class A | 株式-ヘルスケア | 0.23% | — | — | |
| 50 | ZS | Zscaler INC | 株式-IT | 0.23% | — | +8.11% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +2.3% | +286.54% | 増加 |
| 2 | AVGO | Broadcom INC | +1% | — | 変化なし |
| 3 | TSLA | Tesla INC | +1% | +51.00% | 増加 |
| 4 | NVDA | Nvidia CORP | +1% | +5.87% | 増加 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.8% | +5.04% | 増加 |
| 6 | COIN | Coinbase Global INC -class A | +0.7% | +32.98% | 増加 |
| 7 | NOW | Servicenow INC | +0.6% | +352.85% | 増加 |
| 8 | PANW | Palo Alto Networks INC | +0.6% | NEW | 新規購入 |
| 9 | BSX | Boston Scientific CORP | +0.4% | NEW | 新規購入 |
| 10 | DASH | Doordash INC - A | +0.4% | +35.44% | 増加 |
| 11 | HIMS | Hims & Hers Health INC | +0.3% | NEW | 新規購入 |
| 12 | NET | Cloudflare INC - Class A | +0.2% | NEW | 新規購入 |
| 13 | WFC | Wells Fargo & Co | +0.2% | NEW | 新規購入 |
| 14 | AXP | American Express Co | +0.2% | NEW | 新規購入 |
| 15 | SNOW | Snowflake INC | +0.1% | — | 変化なし |
| 16 | SPOT | Spotify Technology S.A. | +0.1% | +117.12% | 増加 |
| 17 | UBER | Uber Technologies INC | +0.1% | +17.05% | 増加 |
| 18 | ADI | Analog Devices INC | +0.1% | NEW | 新規購入 |
| 19 | AXON | Axon Enterprise INC | +0.1% | — | 変化なし |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | 新規購入 |
| 21 | RKLB | Rocket Lab CORP | +0.1% | NEW | 新規購入 |
| 22 | MSFT | Microsoft CORP | +0.1% | +8.52% | 増加 |
| 23 | RBLX | Roblox CORP -class A | +0.1% | NEW | 新規購入 |
| 24 | APH | Amphenol Corp-cl A | +0.1% | NEW | 新規購入 |
| 25 | AMD | Advanced Micro Devices | +0.1% | NEW | 新規購入 |
| 26 | CCC | Ccc Intelligent Solutions Ho | 0% | +47.38% | 増加 |
| 27 | ZS | Zscaler INC | 0% | +8.11% | 増加 |
| 28 | RDDT | Reddit Inc-cl A | 0% | — | 変化なし |
| 29 | CRWD | Crowdstrike Holdings INC - A | 0% | — | 変化なし |
| 30 | LRCX | Lam Research CORP | 0% | — | 変化なし |
| 31 | DUOL | Duolingo | 0% | +2.92% | 増加 |
| 32 | GS | Goldman Sachs Group INC | 0% | — | 変化なし |
| 33 | DDOG | Datadog INC - Class A | -0.1% | — | 変化なし |
| 34 | ABNB | Airbnb Inc-class A | -0.1% | +16.73% | 増加 |
| 35 | APP | Applovin Corp-class A | -0.1% | — | 変化なし |
| 36 | P | Everpure Inc-a | -0.1% | — | 変化なし |
| 37 | PEP | Pepsico INC | -0.1% | EXIT | 全売却 |
| 38 | INTU | Intuit INC | -0.1% | — | 変化なし |
| 39 | NU | Nu Holdings Ltd. | -0.1% | — | 変化なし |
| 40 | PCOR | Procore Technologies INC | -0.2% | +16.95% | 増加 |
| 41 | CORT | Corcept Therapeutics INC | -0.2% | — | 変化なし |
| 42 | CRM | Salesforce INC | -0.2% | +15.33% | 増加 |
| 43 | ANET | Arista Networks INC | -0.2% | — | 変化なし |
| 44 | NTNX | Nutanix INC - A | -0.2% | — | 変化なし |
| 45 | META | Meta Platforms Inc-class A | -0.2% | +7.24% | 増加 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | +3.48% | 増加 |
| 47 | AMZN | Amazon.com INC | -0.6% | +5.82% | 増加 |
| 48 | GOOG | Alphabet Inc-cl C | -0.8% | +9.21% | 増加 |
| 49 | REGN | Regeneron Pharmaceuticals | -0.9% | — | 変化なし |
| 50 | AAPL | Apple INC | -3.3% | +15.94% | 増加 |