CIK: 0001911970
申告総資産額
$2.8億
| # | 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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 9.46% | — | +11.27% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.20% | +0.68% | -28.76% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.43% | — | +20.73% | |
| 4 | MU | Micron Technology INC | 株式-IT | 5.13% | — | -4.07% | |
| 5 | GTLS | Chart Industries INC | 株式-資本財 | 4.78% | — | +10.87% | |
| 6 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 4.22% | — | +15.90% | |
| 7 | UBER | Uber Technologies INC | 株式-資本財 | 4.20% | — | +11.16% | |
| 8 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 4.10% | — | +11.54% | |
| 9 | CRM | Salesforce INC | 株式-IT | 4.06% | -0.71% | EXIT | |
| 10 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 4.05% | — | +71.30% | |
| 11 | GPRE | Green Plains INC | 株式-その他 | 3.64% | +0.44% | +69.79% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 3.51% | — | -8.70% | |
| 13 | CELH | Celsius Holdings INC | 株式-生活必需品 | 3.50% | — | -32.11% | |
| 14 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 3.25% | — | +67.97% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 3.14% | — | -97.89% | |
| 16 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 3.10% | — | +20.30% | |
| 17 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 2.98% | — | +11.00% | |
| 18 | DASH | Doordash INC - A | 株式-一般消費財 | 2.87% | -0.50% | EXIT | |
| 19 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.76% | — | +4.16% | |
| 20 | KTOS | Kratos Defense & Security | 株式-資本財 | 2.75% | +0.84% | — | |
| 21 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.48% | — | +20.27% | |
| 22 | GTLB | Gitlab Inc-cl A | 株式-IT | 2.44% | -0.90% | EXIT | |
| 23 | WOLF* | Wolfspeed INC | 株式-その他 | 2.44% | — | +26.59% | |
| 24 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.25% | — | — | |
| 25 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.19% | — | -32.71% | |
| 26 | PANW | Palo Alto Networks INC | 株式-IT | 1.70% | -6.64% | — | |
| 27 | CIEN | Ciena CORP | 株式-IT | 1.69% | — | -48.57% | |
| 28 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 1.67% | — | +9.89% |