CIK: 0001728718
申告総資産額
—
| # | 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 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 15.43% | — | — | |
| 2 | PDD | Pdd Holdings INC | 株式-一般消費財 | 12.88% | — | +8.70% | |
| 3 | NOW | Servicenow INC | 株式-IT | 11.68% | — | -1.72% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 10.99% | — | +3.95% | |
| 5 | OKTA | Okta INC | 株式-IT | 9.62% | — | +0.92% | |
| 6 | CRM | Salesforce INC | 株式-IT | 9.06% | — | +6.67% | |
| 7 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 8.39% | — | — | |
| 8 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 8.06% | — | +20.25% | |
| 9 | ADBE | Adobe INC | 株式-IT | 8.02% | — | -4.08% | |
| 10 | WDAY | Workday Inc-class A | 株式-IT | 5.87% | — | +14.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TTWO | Take-two Interactive Softwre | +0.8% | +20.25% | 増加 |
| 2 | TAL | Tal Education Group- Adr | +0.7% | — | 変化なし |
| 3 | OKTA | Okta INC | +0.1% | +0.92% | 増加 |
| 4 | PDD | Pdd Holdings INC | -0.3% | +8.70% | 増加 |
| 5 | NOW | Servicenow INC | -0.7% | -1.72% | 減少 |
| 6 | WDAY | Workday Inc-class A | -1% | +14.55% | 増加 |
| 7 | CRM | Salesforce INC | -1.1% | +6.67% | 増加 |
| 8 | ADBE | Adobe INC | -1.1% | -4.08% | 減少 |
| 9 | BABA | Alibaba Group Holding-sp Adr | -1.2% | +3.95% | 増加 |
| 10 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |
| 11 | AMZN | Amazon.com INC | — | EXIT | 全売却 |