CIK: 0001872766
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 | ON | On Semiconductor | 株式-IT | 13.42% | -9.58% | EXIT | |
| 2 | VC | Visteon CORP | 株式-その他 | 13.24% | +7.72% | NEW | |
| 3 | HUN | Huntsman CORP | 株式-素材 | 13.23% | — | +68.29% | |
| 4 | BWA | Borgwarner INC | 株式-一般消費財 | 13.13% | — | — | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 10.97% | +10.15% | NEW | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 8.56% | -5.34% | EXIT | |
| 7 | DOW | Dow INC | 株式-素材 | 7.43% | — | -16.97% | |
| 8 | GM | General Motors Co | 株式-一般消費財 | 7.00% | — | — | |
| 9 | PPG | Ppg Industries INC | 株式-素材 | 4.88% | — | -13.31% | |
| 10 | ALGM | Allegro Microsystems INC | 株式-その他 | 3.18% | — | — | |
| 11 | MBLY | Mobileye Global Inc-a | 株式-その他 | 2.63% | — | +86.70% | |
| 12 | BB | Blackberry LTD | 株式-その他 | 1.58% | -2.19% | -86.07% | |
| 13 | ✓ | Innoviz Technologies LTD Shs | 株式-その他 | 0.74% | — | — |