CIK: 0001720980
申告総資産額
$7.2億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 13.11% | +1.89% | +404.85% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 12.79% | +0.24% | -24.60% | |
| 3 | EXE | Expand Energy CORP | 株式-エネルギー | 9.81% | — | -9.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 8.43% | — | -16.85% | |
| 5 | MRVL | Marvell Technology INC | 株式-IT | 7.64% | — | -31.32% | |
| 6 | ORCL | Oracle CORP | 株式-IT | 5.19% | +0.56% | +98.23% | |
| 7 | SLB | Slb LTD | 株式-エネルギー | 4.89% | — | -55.39% | |
| 8 | DDOG | Datadog INC - Class A | 株式-IT | 4.06% | — | +1009.81% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 3.76% | — | -61.46% | |
| 10 | SNOW | Snowflake INC | 株式-IT | 3.37% | — | +16.74% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 3.28% | — | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.11% | — | +442.98% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.75% | — | — | |
| 14 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 2.49% | — | +14.26% | |
| 15 | 8QR | Confluent Inc-class A | 株式-その他 | 2.27% | — | — | |
| 16 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 2.26% | — | +1.65% | |
| 17 | TER | Teradyne INC | 株式-IT | 2.21% | +2.24% | NEW | |
| 18 | HUBS | Hubspot INC | 株式-IT | 2.10% | — | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | +0.32% | — | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.61% | — | -63.56% | |
| 21 | EDU | New Oriental Educatio-sp Adr | 株式-生活必需品 | 1.18% | — | +35.25% | |
| 22 | CDNS | Cadence Design Sys INC | 株式-IT | 1.03% | — | — | |
| 23 | MDB | Mongodb INC | 株式-IT | 0.40% | — | — | |
| 24 | PI | Impinj INC | 株式-IT | 0.36% | — | +13.83% |