CIK: 0002057060
申告総資産額
$59.8億
上位200銘柄を表示中（全643銘柄）
| # | 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 | 7.88% | -1.00% | -0.30% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.93% | -0.75% | -2.03% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.93% | -1.91% | -5.09% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.58% | -0.72% | +13.43% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.56% | -0.27% | -1.04% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 3.61% | -0.62% | -26.23% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 3.54% | -0.43% | +18.68% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.42% | -0.93% | +11.62% | |
| 9 | LITE | Lumentum Holdings INC | 株式-IT | 2.62% | +0.71% | +2.55% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.44% | -0.38% | -6.38% | |
| 11 | PDD | Pdd Holdings INC | 株式-一般消費財 | 1.98% | -0.56% | +28.50% | |
| 12 | SNDK | Sandisk CORP | 株式-IT | 1.92% | +1.57% | +17.36% | |
| 13 | MU | Micron Technology INC | 株式-IT | 1.52% | +1.02% | +6.12% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.50% | — | +5.93% | |
| 15 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.47% | -0.33% | +6.57% | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 1.43% | — | +928.70% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 1.33% | -0.21% | -6.50% | |
| 18 | TER | Teradyne INC | 株式-IT | 1.16% | +0.34% | — | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | — | +6.94% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.01% | -0.63% | +1.84% | |
| 21 | APP | Applovin Corp-class A | 株式-IT | 0.96% | -0.42% | +13.02% | |
| 22 | SHOP | Shopify INC - Class A | 株式-IT | 0.85% | -0.35% | +33.49% | |
| 23 | TMUS | T-mobile US INC | 株式-通信サービス | 0.82% | — | +4.33% | |
| 24 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.82% | -0.18% | +5.92% | |
| 25 | LRCX | Lam Research CORP | 株式-IT | 0.78% | +1.58% | +4.63% | |
| 26 | CIEN | Ciena CORP | 株式-IT | 0.77% | — | +67.59% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.75% | — | +4.85% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 0.74% | +0.61% | +5.14% | |
| 29 | LIN | Linde plc | 株式-素材 | 0.72% | — | +5.03% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.71% | -0.24% | +10.85% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | — | +7.41% | |
| 32 | INTU | Intuit INC | 株式-IT | 0.67% | -0.25% | +5.61% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.66% | — | +4.87% | |
| 34 | SNPS | Synopsys INC | 株式-IT | 0.64% | -0.31% | -8.75% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.64% | +0.25% | +19.53% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.63% | -0.25% | +23.79% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.63% | — | +4.87% | |
| 38 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 0.62% | +2.74% | +26835.55% | |
| 39 | CEG | Constellation Energy | 株式-公益事業 | 0.60% | -0.23% | -8.51% | |
| 40 | KLAC | Kla CORP | 株式-IT | 0.58% | — | +5.23% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.57% | -0.14% | +11.26% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.57% | -0.34% | +148.98% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.57% | — | +5.93% | |
| 44 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.52% | -0.15% | +8.63% | |
| 45 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.51% | — | +4.17% | |
| 46 | ADI | Analog Devices INC | 株式-IT | 0.48% | — | +4.50% | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.47% | +0.27% | -2.44% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.45% | — | +4.63% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | -1.68% | |
| 50 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.40% | — | +5.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings INC | +1.4% | +2.55% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +1.3% | +13.43% | 増加 |
| 3 | SNDK | Sandisk CORP | +1.1% | +17.36% | 増加 |
| 4 | MU | Micron Technology INC | +0.6% | +6.12% | 増加 |
| 5 | TSEM | Tower Semiconductor Ltd. | +0.6% | +26835.55% | 増加 |
| 6 | CIEN | Ciena CORP | +0.5% | +67.59% | 増加 |
| 7 | TSLA | Tesla INC | +0.4% | +18.68% | 増加 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +148.98% | 増加 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.38% | 減少 |
| 10 | SHOP | Shopify INC - Class A | +0.2% | +33.49% | 増加 |
| 11 | AMD | Advanced Micro Devices | +0.2% | -6.50% | 減少 |
| 12 | ALNY | Alnylam Pharmaceuticals INC | +0.2% | +989.10% | 増加 |
| 13 | ISRG | Intuitive Surgical INC | +0.2% | +5.92% | 増加 |
| 14 | LRCX | Lam Research CORP | +0.2% | +4.63% | 増加 |
| 15 | AMAT | Applied Materials INC | +0.2% | +5.14% | 増加 |
| 16 | CSCO | Cisco Systems INC | +0.1% | +6.94% | 増加 |
| 17 | INTC | Intel CORP | +0.1% | +19.53% | 増加 |
| 18 | INSM | Insmed INC | +0.1% | +828.47% | 増加 |
| 19 | LLY | Eli Lilly & Co | +0.1% | -1.68% | 減少 |
| 20 | AMGN | Amgen INC | +0.1% | +4.85% | 増加 |
| 21 | ADBE | Adobe INC | +0.1% | +23.79% | 増加 |
| 22 | STX | Seagate Technology Holdings plc | +0.1% | +25.65% | 増加 |
| 23 | REGN | Regeneron Pharmaceuticals | +0.1% | +1.39% | 増加 |
| 24 | PDD | Pdd Holdings INC | +0.1% | +28.50% | 増加 |
| 25 | AMZN | Amazon.com INC | -0.1% | -1.04% | 減少 |
| 26 | AAPL | Apple INC | -0.1% | -2.03% | 減少 |
| 27 | RMBS | Rambus INC | -0.1% | -81.27% | 減少 |
| 28 | MSTR | Strategy INC | -0.2% | +11.72% | 増加 |
| 29 | TLN | Talen Energy CORP | -0.2% | -15.89% | 減少 |
| 30 | CRWV | Coreweave Inc-cl A | -0.2% | -11.74% | 減少 |
| 31 | CELH | Celsius Holdings INC | -0.2% | -40.76% | 減少 |
| 32 | CDNS | Cadence Design Sys INC | -0.2% | -19.37% | 減少 |
| 33 | NOW | Servicenow INC | -0.2% | +295.23% | 増加 |
| 34 | XPEV | Xpeng INC - Adr | -0.2% | -99.56% | 減少 |
| 35 | ALAB | Astera Labs INC | -0.2% | -80.75% | 減少 |
| 36 | NBIS | Nebius Group NV | -0.5% | -56.86% | 減少 |
| 37 | NFLX | Netflix INC | -0.5% | +928.70% | 増加 |
| 38 | SAP | Sap Se-sponsored Adr | -0.5% | -75.01% | 減少 |
| 39 | HOOD | Robinhood Markets INC - A | -0.6% | -49.53% | 減少 |
| 40 | BE | Bloom Energy Corp- A | -0.8% | -77.86% | 減少 |
| 41 | MSFT | Microsoft CORP | -1.2% | -5.09% | 減少 |
| 42 | AVGO | Broadcom INC | -1.4% | -26.23% | 減少 |
| 43 | TER | Teradyne INC | — | NEW | 新規購入 |
| 44 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 45 | GLW | Corning INC | — | NEW | 新規購入 |
| 46 | ✓ | Ferrovial Se | — | NEW | 新規購入 |
| 47 | MPWR | Monolithic Power Systems INC | — | NEW | 新規購入 |
| 48 | MP | Mp Materials CORP | — | NEW | 新規購入 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 全売却 |
| 50 | CSIQ | Canadian Solar INC | — | NEW | 新規購入 |