CIK: 0002064172
申告総資産額
$1.2億
| # | 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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 11.22% | — | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 11.12% | +0.46% | — | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 9.77% | -3.13% | — | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 9.71% | -3.50% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 8.98% | +7.96% | — | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 6.42% | +1.55% | — | |
| 7 | MDLN | Medline Inc-cl A | 株式-その他 | 6.25% | +1.24% | — | |
| 8 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 6.23% | -3.38% | — | |
| 9 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 6.14% | +0.61% | — | |
| 10 | COF | Capital One Financial CORP | 株式-金融 | 5.11% | -2.85% | — | |
| 11 | VMC | Vulcan Materials Co | 株式-素材 | 4.67% | +0.15% | — | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 4.17% | -4.17% | EXIT | |
| 13 | WING | Wingstop INC | 株式-一般消費財 | 3.77% | -3.77% | EXIT | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.68% | -3.68% | EXIT | |
| 15 | NATL | Ncr Atleos CORP | 株式-IT | 2.76% | -2.76% | EXIT |