CIK: 0001629984
申告総資産額
$2898.6万
| # | 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 | AVGO | Broadcom INC | 株式-IT | 16.95% | +4.07% | -26.42% | |
| 2 | ICE | Intercontinental Exchange In | 株式-金融 | 10.01% | — | -34.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.14% | — | -83.43% | |
| 4 | GDDY | Godaddy INC - Class A | 株式-IT | 7.80% | +4.56% | -26.08% | |
| 5 | KKR | Kkr & Co INC | 株式-金融 | 6.88% | +7.96% | -23.90% | |
| 6 | LM0C | Liberty Media Corp-liber-new | 株式-その他 | 5.95% | — | -32.49% | |
| 7 | SBAC | Sba Communications CORP | 株式-不動産 | 5.74% | — | +3.67% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.64% | +12.36% | -26.21% | |
| 9 | ✓ | 株式-その他 | 4.46% | — | +25.31% | ||
| 10 | WIX | Wix.com Ltd. | 株式-IT | 4.07% | -7.07% | EXIT | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 4.04% | — | -30.57% | |
| 12 | NABL | N-able INC | 株式-その他 | 3.01% | — | -21.68% | |
| 13 | GWRE | Guidewire Software INC | 株式-IT | 2.82% | — | -38.73% | |
| 14 | MRVL | Marvell Technology INC | 株式-IT | 2.81% | — | -24.91% | |
| 15 | DASH | Doordash INC - A | 株式-一般消費財 | 2.76% | +5.80% | -24.12% | |
| 16 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 1.78% | — | -28.49% | |
| 17 | APO | Apollo Global Management INC | 株式-金融 | 1.69% | -2.02% | EXIT | |
| 18 | WDAY | Workday Inc-class A | 株式-IT | 1.46% | -4.27% | EXIT | |
| 19 | INDI | Indie Semiconductor Inc-a | 株式-その他 | 1.35% | — | -18.45% | |
| 20 | CZR | Caesars Entertainment INC | 株式-一般消費財 | 0.76% | — | -10.60% | |
| 21 | ✓ | Canoo INC | 株式-その他 | 0.60% | — | — | |
| 22 | AUR | Aurora Innovation INC | 株式-一般消費財 | 0.34% | -0.28% | EXIT | |
| 23 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 0.22% | -0.26% | EXIT | |
| 24 | GME | Gamestop Corp-class A | 株式-一般消費財 | 0.20% | — | -9.13% | |
| 25 | FUBOGBP | Fubotv INC | 株式-その他 | 0.17% | -0.81% | EXIT | |
| 26 | CCIVGBP | Lucid Group INC | 株式-その他 | 0.11% | — | — | |
| 27 | AMC | Amc Entertainment Hlds-cl A | 株式-その他 | 0.11% | -0.22% | EXIT | |
| 28 | ✓ | Luminar Technologies INC | 株式-その他 | 0.09% | — | -9.26% | |
| 29 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 0.03% | — | -94.19% |