CIK: 0001964171
申告総資産額
$1.6億
| # | 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 | FOUR | Shift4 Payments Inc-class A | 株式-IT | 5.61% | -0.81% | -14.69% | |
| 2 | MU | Micron Technology INC | 株式-IT | 5.44% | +0.14% | +44.56% | |
| 3 | ANETEUR | Arista Networks INC | 株式-その他 | 5.37% | — | -7.45% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.29% | -3.21% | EXIT | |
| 5 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 5.28% | +2.29% | -7.06% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 5.21% | +0.35% | — | |
| 7 | XYZ | Block INC | 株式-金融 | 5.14% | — | +0.12% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 5.13% | +0.41% | +876.59% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 5.03% | +0.42% | -2.79% | |
| 10 | CPNG | Coupang INC | 株式-一般消費財 | 5.03% | — | -12.26% | |
| 11 | ACVA | Acv Auctions Inc-a | 株式-その他 | 5.01% | — | -9.65% | |
| 12 | MELI | Mercadolibre INC | 株式-一般消費財 | 4.93% | -1.43% | -22.37% | |
| 13 | ONTO | Onto Innovation INC | 株式-IT | 4.83% | — | +3.38% | |
| 14 | NU | Nu Holdings Ltd. | 株式-金融 | 4.80% | -0.08% | -16.62% | |
| 15 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 4.80% | — | +18.05% | |
| 16 | NTNX | Nutanix INC - A | 株式-IT | 4.66% | — | -17.81% | |
| 17 | FWRG | First Watch Restaurant Group | 株式-その他 | 4.40% | -2.53% | EXIT | |
| 18 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 4.24% | -1.17% | -15.46% | |
| 19 | FRPT | Freshpet INC | 株式-生活必需品 | 4.24% | -2.82% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.95% | +0.47% | -8.86% | |
| 21 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.56% | +1.49% | -3.72% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | — | — | |
| 23 | ASML | ASML Holding N.V. | 株式-IT | 0.52% | +1.83% | +7.00% |