CIK: 0002056045
申告総資産額
$2.5億
| # | 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 | INTC | Intel CORP | 株式-IT | 25.36% | -8.65% | — | |
| 2 | ORCL | Oracle CORP | 株式-IT | 13.39% | +4.20% | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 10.44% | +9.76% | — | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 10.25% | -6.77% | — | |
| 5 | LITE | Lumentum Holdings INC | 株式-IT | 7.60% | -2.00% | — | |
| 6 | AVGO | Broadcom INC | 株式-IT | 7.13% | -3.43% | — | |
| 7 | MU | Micron Technology INC | 株式-IT | 5.88% | -5.88% | EXIT | |
| 8 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 5.57% | -0.58% | — | |
| 9 | GEV | GE Vernova INC | 株式-資本財 | 4.49% | -1.01% | — | |
| 10 | CDNS | Cadence Design Sys INC | 株式-IT | 4.30% | -4.30% | EXIT | |
| 11 | RMBS | Rambus INC | 株式-IT | 3.16% | -3.16% | EXIT | |
| 12 | CEG | Constellation Energy | 株式-公益事業 | 2.43% | -0.20% | — |