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 | 17.41% | +4.07% | +759.61% | |
| 2 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 11.53% | -0.26% | EXIT | |
| 3 | KKR | Kkr & Co INC | 株式-金融 | 7.81% | +7.96% | -5.27% | |
| 4 | SBAC | Sba Communications CORP | 株式-不動産 | 7.06% | — | -4.22% | |
| 5 | GDDY | Godaddy INC - Class A | 株式-IT | 5.71% | +4.56% | -24.20% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.68% | +12.36% | -0.52% | |
| 7 | WIX | Wix.com Ltd. | 株式-IT | 5.20% | -7.07% | EXIT | |
| 8 | PCOR | Procore Technologies INC | 株式-IT | 4.83% | -7.45% | EXIT | |
| 9 | ✓ | 株式-その他 | 4.42% | — | -26.65% | ||
| 10 | NABL | N-able INC | 株式-その他 | 3.73% | — | -5.38% | |
| 11 | DASH | Doordash INC - A | 株式-一般消費財 | 3.22% | +5.80% | +4.64% | |
| 12 | LUMN | Lumen Technologies INC | 株式-通信サービス | 2.89% | -3.51% | EXIT | |
| 13 | WDAY | Workday Inc-class A | 株式-IT | 2.79% | -4.27% | EXIT | |
| 14 | CCOI | Cogent Communications Holdin | 株式-その他 | 2.49% | — | +1.33% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.40% | — | -33.54% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 2.30% | — | -19.96% | |
| 17 | GWRE | Guidewire Software INC | 株式-IT | 1.80% | — | -49.06% | |
| 18 | CCC | Ccc Intelligent Solutions Ho | 株式-IT | 1.42% | — | — | |
| 19 | APO | Apollo Global Management INC | 株式-金融 | 0.97% | -2.02% | EXIT | |
| 20 | INDI | Indie Semiconductor Inc-a | 株式-その他 | 0.86% | — | +9.76% | |
| 21 | AUR | Aurora Innovation INC | 株式-一般消費財 | 0.74% | -0.28% | EXIT | |
| 22 | MRVL | Marvell Technology INC | 株式-IT | 0.64% | — | -76.37% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.61% | +4.03% | — | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.59% | +7.67% | — | |
| 25 | ROKU | Roku INC | 株式-通信サービス | 0.53% | — | — | |
| 26 | ECHO | Echostar Corp-a | 株式-通信サービス | 0.52% | — | -4.55% | |
| 27 | AMC | Amc Entertainment Hlds-cl A | 株式-その他 | 0.43% | -0.22% | EXIT | |
| 28 | OUST | Ouster INC | 株式-その他 | 0.33% | -0.23% | EXIT | |
| 29 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.29% | -0.97% | EXIT | |
| 30 | CHPT | ChargePoint Holdings, Inc. | 株式-その他 | 0.23% | — | — | |
| 31 | FUBOGBP | Fubotv INC | 株式-その他 | 0.23% | -0.81% | EXIT | |
| 32 | BLNK | Blink Charging Co | 株式-その他 | 0.16% | -0.12% | EXIT | |
| 33 | CCIVGBP | Lucid Group INC | 株式-その他 | 0.14% | — | — | |
| 34 | ✓ | Luminar Technologies INC | 株式-その他 | 0.04% | — | — |