CIK: 0001847921
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 30.52% | +0.03% | -25.34% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 23.59% | -0.23% | -5.00% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 11.34% | -0.60% | -1.73% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.38% | -0.46% | +4.61% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.95% | -0.02% | -10.60% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.51% | +0.19% | +6.17% | |
| 7 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 2.33% | — | +5.48% | |
| 8 | OKTA | Okta INC | 株式-IT | 1.80% | — | +4.37% | |
| 9 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.53% | +0.09% | +8.24% | |
| 10 | SDGR | Schrodinger INC | 株式-その他 | 1.09% | — | -13.59% | |
| 11 | NET | Cloudflare INC - Class A | 株式-IT | 1.06% | — | +18.68% | |
| 12 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.00% | — | -54.18% | |
| 13 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.98% | — | +12.11% | |
| 14 | PANW | Palo Alto Networks INC | 株式-IT | 0.88% | — | -5.60% | |
| 15 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.82% | — | +8.67% | |
| 16 | ZS | Zscaler INC | 株式-IT | 0.74% | — | +101.70% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.64% | — | -27.25% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 0.63% | — | -24.73% | |
| 19 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.62% | — | +14.94% | |
| 20 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.57% | +0.82% | NEW | |
| 21 | SNOW | Snowflake INC | 株式-IT | 0.56% | — | — | |
| 22 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.48% | — | +110.06% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | +0.80% | -37.29% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.31% | +16.11% | |
| 25 | NVTA1EUR | Invitae CORP | 株式-その他 | 0.42% | — | +28.30% | |
| 26 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 0.41% | — | +51.53% | |
| 27 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.41% | — | +108.70% | |
| 28 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.35% | — | — | |
| 29 | BYND | Beyond Meat INC | 株式-生活必需品 | 0.35% | — | -40.76% | |
| 30 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.35% | — | +2.61% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.33% | — | — | |
| 32 | DOCU | Docusign INC | 株式-IT | 0.32% | — | -36.21% | |
| 33 | GRWG | Growgeneration CORP | 株式-その他 | 0.31% | — | +9.12% | |
| 34 | SSYS | Stratasys Ltd. | 株式-その他 | 0.27% | — | -4.28% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.21% | — | — | |
| 36 | OSS | One Stop Systems INC | 株式-その他 | 0.17% | — | — | |
| 37 | VIXYUSD | Proshares Vix Short-term Fut | ETF-その他 | 0.10% | — | +620.15% | |
| 38 | ZUOUSD | Zuora INC - Class A | 株式-その他 | 0.04% | — | — | |
| 39 | USO | United States Oil Fund LP | ETF-その他 | 0.03% | — | — | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.02% | — | -50.00% | |
| 41 | NG | Novagold Resources INC | 株式-その他 | — | — | — | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2% | +4.61% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.6% | -5.00% | 減少 |
| 3 | NVDA | Nvidia CORP | +0.3% | +6.17% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -10.60% | 減少 |
| 5 | ZS | Zscaler INC | +0.3% | +101.70% | 増加 |
| 6 | ✓ | Horizon Therapeutics PLC | +0.2% | +51.53% | 増加 |
| 7 | CRSP | CRISPR Therapeutics AG | +0.2% | +110.06% | 増加 |
| 8 | TTWO | Take-two Interactive Softwre | +0.2% | +108.70% | 増加 |
| 9 | IQV | Iqvia Holdings INC | +0.2% | +8.67% | 増加 |
| 10 | NET | Cloudflare INC - Class A | +0.2% | +18.68% | 増加 |
| 11 | DKNG1USD | Draftkings Holdings INC | +0.1% | +2.61% | 増加 |
| 12 | LLY | Eli Lilly & Co | +0.1% | +16.11% | 増加 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +29.45% | 増加 |
| 14 | CHWY | Chewy INC - Class A | +0.1% | +12.11% | 増加 |
| 15 | DXCM | Dexcom INC | +0.1% | +14.94% | 増加 |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +5.48% | 増加 |
| 17 | GRWG | Growgeneration CORP | +0.1% | +9.12% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | -27.25% | 減少 |
| 19 | NVTA1EUR | Invitae CORP | +0.1% | +28.30% | 増加 |
| 20 | VIXYUSD | Proshares Vix Short-term Fut | +0.1% | +620.15% | 増加 |
| 21 | SSYS | Stratasys Ltd. | +0.1% | -4.28% | 減少 |
| 22 | PYPL | Paypal Holdings INC | +0.1% | -24.73% | 減少 |
| 23 | BYND | Beyond Meat INC | 0% | -40.76% | 減少 |
| 24 | USO | United States Oil Fund LP | 0% | — | 変化なし |
| 25 | TLT | Ishares 20+ Year Treasury Bd | 0% | -50.00% | 減少 |
| 26 | DOCU | Docusign INC | 0% | -36.21% | 減少 |
| 27 | WFC | Wells Fargo & Co | — | — | 変化なし |
| 28 | NG | Novagold Resources INC | — | — | 変化なし |
| 29 | CRWD | Crowdstrike Holdings INC - A | 0% | +8.24% | 増加 |
| 30 | OKTA | Okta INC | -0.1% | +4.37% | 増加 |
| 31 | SDGR | Schrodinger INC | -0.1% | -13.59% | 減少 |
| 32 | PANW | Palo Alto Networks INC | -0.1% | -5.60% | 減少 |
| 33 | TSLA | Tesla INC | -0.2% | -1.73% | 減少 |
| 34 | META | Meta Platforms Inc-class A | -0.2% | -37.29% | 減少 |
| 35 | AAPL | Apple INC | -0.9% | -25.34% | 減少 |
| 36 | TTD | Trade Desk Inc/the -class A | -1.5% | -54.18% | 減少 |
| 37 | PTON | Peloton Interactive Inc-a | — | EXIT | 全売却 |
| 38 | TEAM | Atlassian Corporation | — | EXIT | 全売却 |
| 39 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 40 | SNOW | Snowflake INC | — | NEW | 新規購入 |
| 41 | PENN | Penn Entertainment INC | — | EXIT | 全売却 |
| 42 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 43 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 45 | OSS | One Stop Systems INC | — | NEW | 新規購入 |
| 46 | IRWD | Ironwood Pharmaceuticals INC | — | EXIT | 全売却 |
| 47 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |
| 48 | ZUOUSD | Zuora INC - Class A | — | NEW | 新規購入 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 50 | GBDC | Golub Capital Bdc INC | — | EXIT | 全売却 |