CIK: 0002058093
申告総資産額
$8.0億
| # | 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 | SE | Sea Ltd-adr | 株式-通信サービス | 19.77% | +1.75% | +10.19% | |
| 2 | AVBP | Arrivent Biopharma INC | 株式-その他 | 16.48% | -0.33% | +65.47% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 8.78% | -0.48% | — | |
| 4 | U | Unity Software INC | 株式-IT | 7.50% | +2.49% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.07% | -1.02% | — | |
| 6 | 8QR | Confluent Inc-class A | 株式-その他 | 5.80% | -5.59% | EXIT | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.93% | -1.59% | +100.00% | |
| 8 | GTLB | Gitlab Inc-cl A | 株式-IT | 3.70% | -1.69% | +48.00% | |
| 9 | MDB | Mongodb INC | 株式-IT | 2.79% | — | — | |
| 10 | FSLR | First Solar INC | 株式-IT | 2.75% | — | — | |
| 11 | MU | Micron Technology INC | 株式-IT | 2.73% | — | +25.00% | |
| 12 | ACHR | Archer Aviation Inc-a | 株式-資本財 | 2.67% | -0.52% | — | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 2.20% | — | — | |
| 14 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 1.87% | — | — | |
| 15 | ASML | ASML Holding N.V. | 株式-IT | 1.77% | — | — | |
| 16 | BHVN | Biohaven Ltd. | 株式-その他 | 1.72% | -3.84% | +83.33% | |
| 17 | RH | Rh | 株式-一般消費財 | 1.67% | — | — | |
| 18 | DDOG | Datadog INC - Class A | 株式-IT | 1.49% | — | — | |
| 19 | MANU | Manchester United plc | 株式-その他 | 1.46% | +0.33% | — | |
| 20 | BNTC | Benitec Biopharma INC | 株式-その他 | 1.30% | -0.56% | -55.56% | |
| 21 | ETNBGBP | 89bio INC | 株式-その他 | 1.09% | — | — | |
| 22 | TRIP | Tripadvisor INC | 株式-その他 | 0.90% | -0.31% | +54.51% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.10% | — | |
| 24 | CHYM | Chime Financial Inc-cl A | 株式-その他 | 0.54% | — | — | |
| 25 | 430 | Terns Pharmaceuticals INC | 株式-その他 | 0.17% | — | — | |
| 26 | YMABUSD | Y-mabs Therapeutics INC | 株式-その他 | 0.16% | — | — | |
| 27 | ✓ | 株式-その他 | 0.05% | — | — | ||
| 28 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | +19.8% | NEW | 新規購入 |
| 2 | U | Unity Software INC | +7.5% | NEW | 新規購入 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +6.8% | — | 減少 |
| 4 | AMZN | Amazon.com INC | +4.6% | — | 減少 |
| 5 | GOOG | Alphabet Inc-cl C | +3.4% | +100.00% | 減少 |
| 6 | FSLR | First Solar INC | +2.8% | NEW | 新規購入 |
| 7 | MDB | Mongodb INC | +2.1% | — | 減少 |
| 8 | MU | Micron Technology INC | +1.8% | +25.00% | 減少 |
| 9 | RH | Rh | +1.7% | NEW | 新規購入 |
| 10 | ASML | ASML Holding N.V. | +1.7% | — | 減少 |
| 11 | AMD | Advanced Micro Devices | +1.4% | — | 減少 |
| 12 | DDOG | Datadog INC - Class A | +0.9% | — | 減少 |
| 13 | GTLB | Gitlab Inc-cl A | +0.8% | +48.00% | 減少 |
| 14 | VOO | Vanguard S&P 500 ETF | +0.7% | — | 減少 |
| 15 | META | Meta Platforms Inc-class A | +0.6% | — | 減少 |
| 16 | CHYM | Chime Financial Inc-cl A | +0.5% | NEW | 新規購入 |
| 17 | ✓ | +0.1% | NEW | 新規購入 | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 19 | SRPT | Sarepta Therapeutics INC | — | NEW | 新規購入 |
| 20 | 8QR | Confluent Inc-class A | -0.5% | +90.91% | 減少 |
| 21 | NVDA | Nvidia CORP | -0.9% | EXIT | 全売却 |
| 22 | SAIL | Sailpoint INC | -1.1% | EXIT | 全売却 |
| 23 | TRIP | Tripadvisor INC | -1.4% | +54.51% | 減少 |
| 24 | YMABUSD | Y-mabs Therapeutics INC | -1.6% | — | 減少 |
| 25 | BHVN | Biohaven Ltd. | -1.7% | +83.33% | 減少 |
| 26 | 430 | Terns Pharmaceuticals INC | -2.1% | — | 減少 |
| 27 | MANU | Manchester United plc | -2.8% | — | 減少 |
| 28 | ETNBGBP | 89bio INC | -4.6% | — | 減少 |
| 29 | CRWV | Coreweave Inc-cl A | -5.7% | EXIT | 全売却 |
| 30 | AVBP | Arrivent Biopharma INC | -7.2% | +65.47% | 減少 |
| 31 | BNTC | Benitec Biopharma INC | -11.6% | -55.56% | 減少 |
| 32 | ACHR | Archer Aviation Inc-a | -15.9% | — | 減少 |