CIK: 0001660531
申告総資産額
$7.2億
| # | 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 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 9.02% | -0.21% | +253.55% | |
| 2 | AMD | Advanced Micro Devices | 株式-IT | 8.37% | +2.11% | -1.10% | |
| 3 | LITE | Lumentum Holdings INC | 株式-IT | 6.55% | +1.14% | — | |
| 4 | ALAB | Astera Labs INC | 株式-IT | 5.79% | — | -72.56% | |
| 5 | TTMI | Ttm Technologies | 株式-IT | 4.94% | — | — | |
| 6 | ADI | Analog Devices INC | 株式-IT | 4.53% | +0.43% | — | |
| 7 | COHR | Coherent CORP | 株式-IT | 3.89% | -0.30% | EXIT | |
| 8 | MRVL | Marvell Technology INC | 株式-IT | 3.84% | -0.19% | EXIT | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 3.79% | +0.47% | +43.09% | |
| 10 | INTC | Intel CORP | 株式-IT | 3.57% | — | — | |
| 11 | B | Barrick Mining CORP | 株式-素材 | 3.51% | +0.79% | NEW | |
| 12 | APH | Amphenol Corp-cl A | 株式-IT | 3.49% | -1.45% | EXIT | |
| 13 | CIEN | Ciena CORP | 株式-IT | 3.33% | -3.91% | — | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 3.23% | -2.00% | EXIT | |
| 15 | GLW | Corning INC | 株式-IT | 3.04% | -2.88% | EXIT | |
| 16 | FUTU | Futu Holdings Ltd-adr | 株式-金融 | 2.96% | — | — | |
| 17 | ALB | Albemarle CORP | 株式-素材 | 2.35% | — | -39.47% | |
| 18 | CDNS | Cadence Design Sys INC | 株式-IT | 2.22% | — | — | |
| 19 | COIN | Coinbase Global INC -class A | 株式-金融 | 2.15% | -0.16% | EXIT | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.14% | +0.40% | +175.63% | |
| 21 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 2.04% | -0.06% | -77.44% | |
| 22 | HII | Huntington Ingalls Industrie | 株式-資本財 | 1.92% | — | — | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 1.82% | — | — | |
| 24 | U | Unity Software INC | 株式-IT | 1.64% | -4.31% | EXIT | |
| 25 | FNV | Franco-nevada CORP | 株式-素材 | 1.43% | — | — | |
| 26 | WRD | Weride Inc-adr | 株式-その他 | 1.26% | -2.04% | EXIT | |
| 27 | DQ | Daqo New Energy Corp-adr | 株式-その他 | 1.21% | -0.34% | EXIT | |
| 28 | SNPS | Synopsys INC | 株式-IT | 1.16% | — | — | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 1.02% | — | — | |
| 30 | SNDK | Sandisk CORP | 株式-IT | 0.99% | -5.77% | EXIT | |
| 31 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 0.90% | -0.24% | +12.35% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -4.02% | — | |
| 33 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.69% | — | +106.73% | |
| 34 | APP | Applovin Corp-class A | 株式-IT | 0.36% | -3.57% | EXIT | |
| 35 | YMM | Full Truck Alliance -spn Adr | 株式-その他 | 0.14% | — | — |