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 | 19.34% | +1.86% | -0.78% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.49% | +0.25% | +10.74% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.41% | +0.56% | +16.93% | |
| 4 | MELI | Mercadolibre INC | 株式-一般消費財 | 6.23% | -0.01% | +16.17% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.97% | +0.50% | +12.97% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.79% | +0.69% | +19.51% | |
| 7 | NOW | Servicenow INC | 株式-IT | 5.41% | -0.74% | +17.18% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 5.03% | +0.17% | +17.39% | |
| 9 | CRM | Salesforce INC | 株式-IT | 4.40% | -3.57% | EXIT | |
| 10 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 4.20% | -0.11% | +16.95% | |
| 11 | PANW | Palo Alto Networks INC | 株式-IT | 4.09% | +0.25% | +14.46% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 4.00% | — | +14.11% | |
| 13 | ASML | ASML Holding N.V. | 株式-IT | 3.53% | +1.93% | +14.68% | |
| 14 | MMYT | MakeMyTrip Limited | 株式-その他 | 3.42% | -2.55% | EXIT | |
| 15 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.21% | -0.16% | +20.65% | |
| 16 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.30% | +0.24% | +53.63% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.01% | +0.30% | -0.08% | |
| 18 | ✓ | Despegar.com CORP | 株式-その他 | 1.80% | — | +23.14% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 1.78% | +0.30% | +23.79% | |
| 20 | UBER | Uber Technologies INC | 株式-資本財 | 1.74% | +0.21% | — | |
| 21 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.36% | -1.32% | EXIT | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.12% | +0.22% | +189.89% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.07% | +0.01% | -2.90% | |
| 24 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.07% | — | -10.92% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.06% | +0.01% | -20.71% | |
| 26 | KR | Kroger Co | 株式-生活必需品 | 0.06% | — | -3.90% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.05% | — | -5.85% | |
| 28 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.03% | — | — | |
| 29 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.03% | — | — | |
| 30 | OVASUSD | Tempest Therapeutics INC | 株式-その他 | — | — | — |