CIK: 0001619844
申告総資産額
$37.7億
| # | 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 | TSLA | Tesla INC | 株式-一般消費財 | 14.46% | -0.01% | +21.30% | |
| 2 | NOW | Servicenow INC | 株式-IT | 9.78% | -0.49% | +10.16% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.85% | -2.06% | -14.16% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 8.80% | -0.04% | +0.00% | |
| 5 | ASML | ASML Holding N.V. | 株式-IT | 7.87% | +0.94% | +1.48% | |
| 6 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 7.77% | -2.35% | -23.88% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 6.62% | -1.12% | -14.11% | |
| 8 | XYZ | Block INC | 株式-金融 | 6.06% | +0.59% | -9.39% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.81% | -3.25% | -9.82% | |
| 10 | WDAY | Workday Inc-class A | 株式-IT | 5.23% | — | -4.37% | |
| 11 | INTU | Intuit INC | 株式-IT | 3.54% | -1.24% | EXIT | |
| 12 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.34% | +0.31% | -0.53% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 3.33% | +0.27% | +1.22% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 2.20% | +0.15% | +1.56% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.84% | -0.30% | -4.61% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.44% | — | +1.82% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | +1.72% | -0.20% | |
| 18 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.99% | — | -36.26% | |
| 19 | ROKU | Roku INC | 株式-通信サービス | 0.95% | — | -8.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 2 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 3 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 4 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 5 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 6 | SPOT | Spotify Technology S.A. | — | NEW | 新規購入 |
| 7 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 8 | XYZ | Block INC | — | NEW | 新規購入 |
| 9 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 10 | WDAY | Workday Inc-class A | — | NEW | 新規購入 |
| 11 | INTU | Intuit INC | — | NEW | 新規購入 |
| 12 | ISRG | Intuitive Surgical INC | — | NEW | 新規購入 |
| 13 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 14 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 15 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 16 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 17 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 18 | ABNB | Airbnb Inc-class A | — | NEW | 新規購入 |
| 19 | ROKU | Roku INC | — | NEW | 新規購入 |