CIK: 0001353394
申告総資産額
$10.0億
| # | 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 | QCOM | Qualcomm INC | 株式-IT | 18.27% | — | -7.92% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 16.79% | -1.20% | +10.21% | |
| 3 | XYZ | Block INC | 株式-金融 | 16.78% | -2.30% | +19.43% | |
| 4 | GRFS | Grifols Sa-adr | 株式-その他 | 12.01% | — | -22.55% | |
| 5 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 10.08% | — | -12.34% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.19% | -4.47% | EXIT | |
| 7 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 4.89% | — | — | |
| 8 | TWTRUSD | Twitter INC | 株式-その他 | 4.47% | — | +206.97% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 4.22% | -0.01% | -72.68% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.41% | -0.01% | EXIT | |
| 11 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.89% | — | — | |
| 12 | BBD | Banco Bradesco-adr | 株式-その他 | 0.65% | — | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | +6.92% | NEW | |
| 14 | PTC | Ptc INC | 株式-IT | 0.45% | — | — | |
| 15 | AXP | American Express Co | 株式-金融 | 0.36% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XYZ | Block INC | +6.9% | +19.43% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +4% | +10.21% | 増加 |
| 3 | TWTRUSD | Twitter INC | +2.8% | +206.97% | 増加 |
| 4 | QCOM | Qualcomm INC | +1% | -7.92% | 減少 |
| 5 | GRFS | Grifols Sa-adr | -0.7% | -22.55% | 減少 |
| 6 | ATVIEUR | Activision Blizzard INC | -1.6% | -12.34% | 減少 |
| 7 | NVDA | Nvidia CORP | -4% | -72.68% | 減少 |
| 8 | V | Visa Inc-class A Shares | -5.9% | -93.06% | 減少 |
| 9 | META | Meta Platforms Inc-class A | -11.3% | -67.43% | 減少 |
| 10 | BKNG | Booking Hldgs INC | — | NEW | 新規購入 |
| 11 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 12 | ARAUSD | American Renal Associates Ho | — | EXIT | 全売却 |
| 13 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 14 | BBD | Banco Bradesco-adr | — | NEW | 新規購入 |
| 15 | PTC | Ptc INC | — | NEW | 新規購入 |
| 16 | AXP | American Express Co | — | NEW | 新規購入 |