CIK: 0002107705
申告総資産額
$1.0億
| # | 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 | AMKR | Amkor Technology INC | 株式-IT | 10.86% | -10.86% | EXIT | |
| 2 | SNPS | Synopsys INC | 株式-IT | 10.77% | -5.99% | — | |
| 3 | BZ | Kanzhun LTD - Adr | 株式-その他 | 10.21% | -0.12% | — | |
| 4 | TER | Teradyne INC | 株式-IT | 9.05% | -9.05% | EXIT | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.90% | -7.90% | EXIT | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 7.90% | -7.90% | EXIT | |
| 7 | AVGO | Broadcom INC | 株式-IT | 7.70% | +1.82% | — | |
| 8 | MKSI | Mks INC | 株式-IT | 7.39% | +8.91% | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 5.39% | +11.18% | — | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 3.80% | -3.80% | EXIT | |
| 11 | INTC | Intel CORP | 株式-IT | 3.66% | +0.75% | — | |
| 12 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 3.07% | -3.07% | EXIT | |
| 13 | LITE | Lumentum Holdings INC | 株式-IT | 2.58% | -2.58% | EXIT | |
| 14 | SNOW | Snowflake INC | 株式-IT | 1.88% | -1.88% | EXIT | |
| 15 | BE | Bloom Energy Corp- A | 株式-資本財 | 1.65% | -1.65% | EXIT | |
| 16 | HOOD | Robinhood Markets INC - A | 株式-金融 | 1.39% | -1.39% | EXIT | |
| 17 | ACN | Accenture plc | 株式-IT | 1.35% | -1.35% | EXIT | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | +4.05% | — | |
| 19 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.30% | -1.30% | EXIT | |
| 20 | MU | Micron Technology INC | 株式-IT | 0.85% | -0.85% | EXIT |