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 | NVDA | Nvidia CORP | 株式-IT | 8.73% | +0.68% | +14.65% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.66% | — | -26.12% | |
| 3 | CRM | Salesforce INC | 株式-IT | 5.16% | -0.71% | EXIT | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 4.93% | — | +16.39% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.38% | — | -30.45% | |
| 6 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 4.21% | — | +20.92% | |
| 7 | UBER | Uber Technologies INC | 株式-資本財 | 4.06% | — | -1.44% | |
| 8 | MU | Micron Technology INC | 株式-IT | 4.04% | — | +49.44% | |
| 9 | DASH | Doordash INC - A | 株式-一般消費財 | 3.99% | -0.50% | EXIT | |
| 10 | GTLS | Chart Industries INC | 株式-資本財 | 3.97% | — | -0.58% | |
| 11 | GTLB | Gitlab Inc-cl A | 株式-IT | 3.57% | -0.90% | EXIT | |
| 12 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 3.42% | — | -2.24% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 3.38% | -6.64% | +7.07% | |
| 14 | EMBJ | Embraer Sa-spon Adr | 株式-資本財 | 3.36% | — | +36.45% | |
| 15 | DDOG | Datadog INC - Class A | 株式-IT | 3.30% | — | — | |
| 16 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 3.10% | — | +37.82% | |
| 17 | GLW | Corning INC | 株式-IT | 2.97% | — | -6.80% | |
| 18 | GLOB | Globant S.A. | 株式-IT | 2.95% | — | +15.90% | |
| 19 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 2.55% | -0.47% | EXIT | |
| 20 | GPRE | Green Plains INC | 株式-その他 | 2.40% | +0.44% | +15.61% | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 2.34% | — | -22.29% | |
| 22 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.32% | — | -22.07% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.18% | — | — | |
| 24 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 2.13% | — | — | |
| 25 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.10% | — | — | |
| 26 | KTOS | Kratos Defense & Security | 株式-資本財 | 1.96% | +0.84% | -50.84% | |
| 27 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 1.83% | — | -69.43% | |
| 28 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 1.57% | — | -1.61% | |
| 29 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.76% | — | -32.55% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | — | -48.21% |