CIK: 0001731134
申告総資産額
$8.2億
| # | 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 | 13.00% | +1.86% | -1.11% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.50% | +0.25% | +0.11% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.69% | +0.56% | +0.61% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.47% | +0.50% | +3.73% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.01% | +0.69% | +0.34% | |
| 6 | MELI | Mercadolibre INC | 株式-一般消費財 | 5.91% | -0.01% | +0.08% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 5.50% | +0.17% | +0.24% | |
| 8 | CRM | Salesforce INC | 株式-IT | 5.31% | -3.57% | EXIT | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 4.53% | — | +0.23% | |
| 10 | NOW | Servicenow INC | 株式-IT | 4.39% | -0.74% | +0.31% | |
| 11 | ASML | ASML Holding N.V. | 株式-IT | 4.10% | +1.93% | +0.46% | |
| 12 | DXCM | Dexcom INC | 株式-ヘルスケア | 4.09% | +0.24% | +0.71% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 3.94% | +0.25% | +0.57% | |
| 14 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 3.53% | — | -3.72% | |
| 15 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.45% | -0.11% | +0.37% | |
| 16 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.24% | -0.16% | +0.51% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.56% | +0.30% | -0.96% | |
| 18 | MMYT | MakeMyTrip Limited | 株式-その他 | 2.23% | -2.55% | EXIT | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 1.79% | +0.30% | +0.19% | |
| 20 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.78% | -1.32% | EXIT | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 1.44% | — | -36.92% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.11% | +0.01% | -52.85% | |
| 23 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.10% | — | -19.42% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | +0.01% | -19.95% | |
| 25 | KR | Kroger Co | 株式-生活必需品 | 0.07% | — | — | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.07% | — | — | |
| 27 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.04% | — | -30.80% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.03% | +0.22% | +184.15% | |
| 29 | OVASUSD | Tempest Therapeutics INC | 株式-その他 | 0.01% | — | — | |
| 30 | IOO | Ishares Global 100 ETF | ETF-その他 | — | — | — | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | — | -0.01% | — |