CIK: 0001861705
申告総資産額
$1.4億
| # | 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 | BE | Bloom Energy Corp- A | 株式-資本財 | 20.06% | +0.17% | — | |
| 2 | CVNA | Carvana Co | 株式-一般消費財 | 11.47% | -5.45% | +74.10% | |
| 3 | U | Unity Software INC | 株式-IT | 11.26% | +11.08% | +49.80% | |
| 4 | PONY | Pony Ai INC | 株式-その他 | 10.56% | -4.79% | +26.96% | |
| 5 | MELI | Mercadolibre INC | 株式-一般消費財 | 9.56% | -2.56% | — | |
| 6 | HOOD | Robinhood Markets INC - A | 株式-金融 | 9.46% | -2.76% | — | |
| 7 | AEVA | Aeva Technologies INC | 株式-その他 | 8.63% | -0.90% | +55.94% | |
| 8 | HUT | Hut 8 CORP | 株式-金融 | 8.41% | -8.41% | EXIT | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 6.75% | -6.75% | EXIT | |
| 10 | 8QR | Confluent Inc-class A | 株式-その他 | 2.04% | -2.04% | EXIT | |
| 11 | TOST | Toast Inc-class A | 株式-IT | 1.79% | +1.22% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +6.2% | +74.10% | 増加 |
| 2 | U | Unity Software INC | +5.2% | +49.80% | 増加 |
| 3 | AEVA | Aeva Technologies INC | +3.3% | +55.94% | 増加 |
| 4 | BE | Bloom Energy Corp- A | +2.7% | — | 変化なし |
| 5 | TOST | Toast Inc-class A | +0.2% | — | 変化なし |
| 6 | MELI | Mercadolibre INC | -0.3% | — | 変化なし |
| 7 | PONY | Pony Ai INC | -0.9% | +26.96% | 増加 |
| 8 | HOOD | Robinhood Markets INC - A | -1.2% | — | 変化なし |
| 9 | TSLA | Tesla INC | -2.4% | -35.06% | 減少 |
| 10 | 8QR | Confluent Inc-class A | -3.8% | -79.70% | 減少 |
| 11 | HUT | Hut 8 CORP | — | NEW | 新規購入 |
| 12 | AFRM | Affirm Holdings INC | — | EXIT | 全売却 |
| 13 | TWLO | Twilio INC - A | — | EXIT | 全売却 |
| 14 | GEV | GE Vernova INC | — | EXIT | 全売却 |