CIK: 0001856155
申告総資産額
$9.7億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.92% | -5.87% | +10717.00% | |
| 2 | LYV | Live Nation Entertainment In | 株式-通信サービス | 5.69% | -0.96% | +72.57% | |
| 3 | CVNA | Carvana Co | 株式-一般消費財 | 4.05% | -4.01% | -36.00% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 3.90% | -0.82% | -48.53% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.87% | -3.87% | EXIT | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.28% | -3.21% | -26.34% | |
| 7 | BROS | Dutch Bros Inc-class A | 株式-一般消費財 | 3.19% | +0.73% | +11.25% | |
| 8 | APP | Applovin Corp-class A | 株式-IT | 2.98% | -2.95% | -53.28% | |
| 9 | EAT | Brinker International INC | 株式-一般消費財 | 2.95% | -2.95% | EXIT | |
| 10 | YUM | Yum! Brands INC | 株式-一般消費財 | 2.93% | +7.93% | — | |
| 11 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 2.80% | — | +44.79% | |
| 12 | HAS | Hasbro INC | 株式-一般消費財 | 2.58% | -0.72% | -17.62% | |
| 13 | AS | Amer Sports, Inc. | 株式-一般消費財 | 2.57% | -0.27% | -1.19% | |
| 14 | GRAB | Grab Holdings Limited | 株式-IT | 2.36% | -2.36% | EXIT | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | +0.23% | +1.24% | |
| 16 | AFRM | Affirm Holdings INC | 株式-金融 | 2.14% | -0.89% | +7.05% | |
| 17 | CL | Colgate-palmolive Co | 株式-生活必需品 | 2.09% | -2.06% | — | |
| 18 | Z | Zillow Group INC - C | 株式-通信サービス | 2.08% | -2.08% | EXIT | |
| 19 | DASH | Doordash INC - A | 株式-一般消費財 | 1.93% | -0.98% | +3484.52% | |
| 20 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.84% | -1.84% | EXIT | |
| 21 | MDB | Mongodb INC | 株式-IT | 1.83% | -1.83% | EXIT | |
| 22 | ✓ | On Hldg AG | 株式-その他 | 1.82% | -0.05% | +187.37% | |
| 23 | TOST | Toast Inc-class A | 株式-IT | 1.78% | -0.10% | +13174.69% | |
| 24 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.75% | — | — | |
| 25 | CELH | Celsius Holdings INC | 株式-生活必需品 | 1.72% | -1.72% | EXIT | |
| 26 | FWONK | Liberty Media Corp-formula-c | 株式-通信サービス | 1.66% | — | — | |
| 27 | CART | Maplebear INC | 株式-一般消費財 | 1.64% | -0.39% | — | |
| 28 | H | Hyatt Hotels CORP - Cl A | 株式-一般消費財 | 1.60% | -1.60% | EXIT | |
| 29 | KMX | Carmax INC | 株式-一般消費財 | 1.56% | -1.56% | EXIT | |
| 30 | SE | Sea Ltd-adr | 株式-通信サービス | 1.49% | -1.47% | +5.87% | |
| 31 | VIK | Viking Holdings Ltd | 株式-一般消費財 | 1.44% | -1.41% | -31.20% | |
| 32 | SPHR | Sphere Entertainment Co | 株式-通信サービス | 1.43% | — | -21.32% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.43% | -1.38% | +8706.66% | |
| 34 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.41% | -1.41% | EXIT | |
| 35 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.38% | -1.38% | EXIT | |
| 36 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.38% | — | — | |
| 37 | UAL | United Airlines Holdings INC | 株式-資本財 | 1.34% | -1.34% | EXIT | |
| 38 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 1.29% | -1.29% | EXIT | |
| 39 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 1.22% | -1.22% | EXIT | |
| 40 | ELF | Elf Beauty INC | 株式-生活必需品 | 1.20% | -1.20% | EXIT | |
| 41 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 1.15% | -1.15% | EXIT | |
| 42 | DAVE | Dave INC | 株式-その他 | 1.11% | -1.11% | EXIT | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | -0.94% | -28.56% | |
| 44 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.97% | — | — | |
| 45 | CAVA | Cava Group INC | 株式-一般消費財 | 0.97% | — | — | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.90% | -0.90% | EXIT | |
| 47 | DAL | Delta Air Lines INC | 株式-資本財 | 0.72% | — | — | |
| 48 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.46% | — | +829.47% | |
| 49 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.45% | — | — | |
| 50 | BRCB | Black Rock Coffee Bar Inc-a | 株式-その他 | 0.10% | — | -22.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +5.9% | +10717.00% | 増加 |
| 2 | LYV | Live Nation Entertainment In | +2.5% | +72.57% | 増加 |
| 3 | GRAB | Grab Holdings Limited | +2.3% | +9948.16% | 増加 |
| 4 | DASH | Doordash INC - A | +1.9% | +3484.52% | 増加 |
| 5 | TOST | Toast Inc-class A | +1.8% | +13174.69% | 増加 |
| 6 | SHW | Sherwin-williams Co/the | +1.4% | +8706.66% | 増加 |
| 7 | MELI | Mercadolibre INC | +1.4% | +6064.25% | 増加 |
| 8 | ✓ | On Hldg AG | +1.3% | +187.37% | 増加 |
| 9 | NVDA | Nvidia CORP | -0.5% | -26.34% | 減少 |
| 10 | CVNA | Carvana Co | -0.7% | -36.00% | 減少 |
| 11 | CHWY | Chewy INC - Class A | -1% | -96.04% | 減少 |
| 12 | BABA | Alibaba Group Holding-sp Adr | -1.3% | -98.33% | 減少 |
| 13 | W | Wayfair Inc- Class A | -1.5% | -98.95% | 減少 |
| 14 | CELH | Celsius Holdings INC | -2.1% | -51.54% | 減少 |
| 15 | AVGO | Broadcom INC | -2.2% | -48.53% | 減少 |
| 16 | MSFT | Microsoft CORP | -2.7% | -46.38% | 減少 |
| 17 | APP | Applovin Corp-class A | -2.8% | -53.28% | 減少 |
| 18 | META | Meta Platforms Inc-class A | -3% | -99.24% | 減少 |
| 19 | RBLX | Roblox CORP -class A | -3.5% | -99.08% | 減少 |
| 20 | ROST | Ross Stores INC | — | EXIT | 全売却 |
| 21 | CMG | Chipotle Mexican Grill INC | — | EXIT | 全売却 |
| 22 | NBIS | Nebius Group NV | — | EXIT | 全売却 |
| 23 | EAT | Brinker International INC | — | NEW | 新規購入 |
| 24 | YUM | Yum! Brands INC | — | NEW | 新規購入 |
| 25 | NKE | Nike INC -cl B | — | EXIT | 全売却 |
| 26 | WIX | Wix.com Ltd. | — | EXIT | 全売却 |
| 27 | LOW | Lowe's Cos INC | — | EXIT | 全売却 |
| 28 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | EXIT | 全売却 |
| 29 | XYZ | Block INC | — | EXIT | 全売却 |
| 30 | CL | Colgate-palmolive Co | — | NEW | 新規購入 |
| 31 | ULTA | Ulta Beauty INC | — | EXIT | 全売却 |
| 32 | FIVE | Five Below | — | EXIT | 全売却 |
| 33 | BURL | Burlington Stores INC | — | EXIT | 全売却 |
| 34 | MAR | Marriott International -cl A | — | NEW | 新規購入 |
| 35 | FWONK | Liberty Media Corp-formula-c | — | NEW | 新規購入 |
| 36 | AZO | Autozone INC | — | EXIT | 全売却 |
| 37 | CART | Maplebear INC | — | NEW | 新規購入 |
| 38 | H | Hyatt Hotels CORP - Cl A | — | NEW | 新規購入 |
| 39 | KMX | Carmax INC | — | NEW | 新規購入 |
| 40 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 41 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 42 | DKS | Dick's Sporting Goods INC | — | NEW | 新規購入 |
| 43 | TXRH | Texas Roadhouse INC | — | NEW | 新規購入 |
| 44 | ELF | Elf Beauty INC | — | NEW | 新規購入 |
| 45 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 46 | DECK | Deckers Outdoor CORP | — | EXIT | 全売却 |
| 47 | ABNB | Airbnb Inc-class A | — | NEW | 新規購入 |
| 48 | CAVA | Cava Group INC | — | NEW | 新規購入 |
| 49 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | 新規購入 |
| 50 | SNOW | Snowflake INC | — | EXIT | 全売却 |