CIK: 0001832187
申告総資産額
$2.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 9.26% | — | -7.39% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 6.39% | — | -4.55% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.34% | — | +1847.00% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.26% | — | +18.75% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.97% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.39% | — | -20.33% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.26% | — | +2324.24% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 4.22% | — | -3.57% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 4.05% | — | -23.11% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.80% | — | +1590.28% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.74% | — | +22.35% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 3.37% | — | -21.91% | |
| 13 | GE | General Electric | 株式-資本財 | 3.32% | — | +16.64% | |
| 14 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 3.27% | — | — | |
| 15 | CRM | Salesforce INC | 株式-IT | 3.22% | — | -13.00% | |
| 16 | ROP | Roper Technologies INC | 株式-IT | 3.20% | — | -14.05% | |
| 17 | ADBE | Adobe INC | 株式-IT | 2.95% | — | -14.97% | |
| 18 | NOW | Servicenow INC | 株式-IT | 2.91% | — | -3.74% | |
| 19 | TDY | Teledyne Technologies INC | 株式-IT | 2.08% | — | — | |
| 20 | SNOW | Snowflake INC | 株式-IT | 1.97% | — | +35.00% | |
| 21 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.91% | — | — | |
| 22 | MRVL | Marvell Technology INC | 株式-IT | 1.77% | — | +33.33% | |
| 23 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.75% | — | +331.11% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 1.66% | — | -11.76% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.49% | — | — | |
| 26 | AMD | Advanced Micro Devices | 株式-IT | 1.36% | — | +733.33% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.24% | — | -28.89% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.17% | — | — | |
| 29 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.07% | — | — | |
| 30 | TEAM | Atlassian Corporation | 株式-IT | 0.99% | — | +25.00% | |
| 31 | NET | Cloudflare INC - Class A | 株式-IT | 0.86% | — | +82.00% | |
| 32 | ADI | Analog Devices INC | 株式-IT | 0.82% | — | -50.71% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.58% | — | — | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.51% | — | — | |
| 35 | AAPL | Apple INC | 株式-IT | 0.35% | — | -28.57% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | — | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.15% | — | — |