CIK: 0001106500
申告総資産額
$3.7億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 41.99% | -6.50% | — | |
| 2 | PWR | Quanta Services INC | 株式-資本財 | 12.10% | -0.37% | EXIT | |
| 3 | UBER | Uber Technologies INC | 株式-資本財 | 10.45% | -15.73% | EXIT | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 7.43% | — | +65.43% | |
| 5 | NXT | Nextpower Inc-cl A | 株式-IT | 7.40% | — | +1.36% | |
| 6 | INTU | Intuit INC | 株式-IT | 5.03% | — | — | |
| 7 | SHLS | Shoals Technologies Group -a | 株式-その他 | 4.62% | — | — | |
| 8 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 2.74% | — | — | |
| 9 | NU | Nu Holdings Ltd. | 株式-金融 | 1.88% | — | — | |
| 10 | SEDG | Solaredge Technologies INC | 株式-IT | 1.65% | — | -33.24% | |
| 11 | BROS | Dutch Bros Inc-class A | 株式-一般消費財 | 1.33% | +0.73% | — | |
| 12 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.03% | — | — | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | -0.16% | EXIT | |
| 14 | ADSK | Autodesk INC | 株式-IT | 0.66% | — | — | |
| 15 | APH | Amphenol Corp-cl A | 株式-IT | 0.53% | -1.11% | — | |
| 16 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.38% | — | — |