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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.71% | -3.21% | EXIT | |
| 2 | NU | Nu Holdings Ltd. | 株式-金融 | 5.68% | -0.08% | -19.33% | |
| 3 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 5.65% | +2.29% | -29.22% | |
| 4 | MU | Micron Technology INC | 株式-IT | 5.59% | +0.14% | -35.91% | |
| 5 | APP | Applovin Corp-class A | 株式-IT | 5.54% | -2.38% | — | |
| 6 | UBER | Uber Technologies INC | 株式-資本財 | 5.51% | -0.37% | — | |
| 7 | MELI | Mercadolibre INC | 株式-一般消費財 | 5.21% | -1.43% | +4.97% | |
| 8 | WDAY | Workday Inc-class A | 株式-IT | 5.10% | -2.72% | EXIT | |
| 9 | ASML | ASML Holding N.V. | 株式-IT | 5.07% | +1.83% | -30.29% | |
| 10 | FOUR | Shift4 Payments Inc-class A | 株式-IT | 5.07% | -0.81% | +11.51% | |
| 11 | GLBE | Global-E Online Ltd. | 株式-その他 | 5.04% | -1.67% | -8.61% | |
| 12 | CFLT 0 01-15-27 | Confluent INC | 株式-その他 | 5.04% | — | +3.41% | |
| 13 | RBRK | Rubrik Inc-a | 株式-IT | 4.98% | -0.90% | — | |
| 14 | CWAN | Clearwater Analytics Holdings, Inc. | 株式-IT | 4.88% | — | — | |
| 15 | BROS | Dutch Bros Inc-class A | 株式-一般消費財 | 4.87% | -3.19% | EXIT | |
| 16 | FWRG | First Watch Restaurant Group | 株式-その他 | 4.51% | -2.53% | EXIT | |
| 17 | FRPT | Freshpet INC | 株式-生活必需品 | 4.17% | -2.82% | EXIT | |
| 18 | ACVA | Acv Auctions Inc-a | 株式-その他 | 4.11% | — | +14.40% | |
| 19 | CVNA | Carvana Co | 株式-一般消費財 | 1.93% | -3.30% | EXIT | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.79% | +0.35% | -89.19% | |
| 21 | ANET | Arista Networks INC | 株式-IT | 0.75% | — | -91.18% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.74% | +0.42% | -90.82% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.73% | +0.41% | -90.00% | |
| 24 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.71% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | +0.47% | — | |
| 26 | SNPS | Synopsys INC | 株式-IT | 0.37% | +0.40% | — | |
| 27 | FSLR | First Solar INC | 株式-IT | 0.37% | -1.91% | EXIT | |
| 28 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.37% | +1.49% | -51.20% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.37% | +0.58% | — | |
| 30 | SE | Sea Ltd-adr | 株式-通信サービス | 0.36% | -0.45% | EXIT | |
| 31 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.35% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +0.8% | -29.22% | 減少 |
| 2 | NU | Nu Holdings Ltd. | +0.2% | -19.33% | 減少 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | -7.48% | 減少 |
| 4 | AAPL | Apple INC | 0% | — | 変化なし |
| 5 | MU | Micron Technology INC | — | -35.91% | 減少 |
| 6 | CFLT 0 01-15-27 | Confluent INC | -0.2% | +3.41% | 増加 |
| 7 | ASML | ASML Holding N.V. | -0.2% | -30.29% | 減少 |
| 8 | GLBE | Global-E Online Ltd. | -0.3% | -8.61% | 増加 |
| 9 | TTWO | Take-two Interactive Softwre | -0.3% | -51.20% | 減少 |
| 10 | FWRG | First Watch Restaurant Group | -0.3% | +14.84% | 増加 |
| 11 | FOUR | Shift4 Payments Inc-class A | -0.3% | +11.51% | 増加 |
| 12 | MELI | Mercadolibre INC | -0.3% | +4.97% | 減少 |
| 13 | FRPT | Freshpet INC | -0.4% | +14.27% | 増加 |
| 14 | ACVA | Acv Auctions Inc-a | -1.3% | +14.40% | 増加 |
| 15 | AVGO | Broadcom INC | -4.3% | -90.00% | 減少 |
| 16 | ANET | Arista Networks INC | -4.3% | -91.18% | 減少 |
| 17 | NVDA | Nvidia CORP | -4.9% | -89.19% | 減少 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | -5% | -90.82% | 減少 |
| 19 | APP | Applovin Corp-class A | — | NEW | 新規購入 |
| 20 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 21 | WDAY | Workday Inc-class A | — | NEW | 新規購入 |
| 22 | ONTO | Onto Innovation INC | — | EXIT | 全売却 |
| 23 | RBRK | Rubrik Inc-a | — | NEW | 新規購入 |
| 24 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新規購入 |
| 25 | BROS | Dutch Bros Inc-class A | — | NEW | 新規購入 |
| 26 | SG | Sweetgreen INC - Class A | — | EXIT | 全売却 |
| 27 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 28 | CVNA | Carvana Co | — | NEW | 新規購入 |
| 29 | IYK | Ishares US Consumer Staples | — | NEW | 新規購入 |
| 30 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 31 | SNPS | Synopsys INC | — | NEW | 新規購入 |
| 32 | FSLR | First Solar INC | — | NEW | 新規購入 |
| 33 | SE | Sea Ltd-adr | — | NEW | 新規購入 |
| 34 | PINS | Pinterest Inc- Class A | — | NEW | 新規購入 |