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 | 19.71% | +1.86% | -7.32% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.24% | +0.25% | -4.28% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 7.72% | +0.69% | -4.73% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.74% | +0.56% | -3.51% | |
| 5 | MELI | Mercadolibre INC | 株式-一般消費財 | 6.12% | -0.01% | -4.38% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 4.78% | +0.17% | -4.02% | |
| 7 | NOW | Servicenow INC | 株式-IT | 4.73% | -0.74% | -4.13% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.16% | +0.50% | -3.46% | |
| 9 | PANW | Palo Alto Networks INC | 株式-IT | 4.10% | +0.25% | -4.24% | |
| 10 | ASML | ASML Holding N.V. | 株式-IT | 3.78% | +1.93% | -3.50% | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.45% | -0.16% | -4.51% | |
| 12 | UBER | Uber Technologies INC | 株式-資本財 | 3.36% | +0.21% | -3.92% | |
| 13 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.24% | -0.11% | -5.72% | |
| 14 | CRM | Salesforce INC | 株式-IT | 3.22% | -3.57% | EXIT | |
| 15 | MMYT | MakeMyTrip Limited | 株式-その他 | 2.95% | -2.55% | EXIT | |
| 16 | NU | Nu Holdings Ltd. | 株式-金融 | 2.79% | +0.09% | +16.72% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.32% | +0.30% | +0.08% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.24% | — | -5.64% | |
| 19 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.16% | +0.24% | -0.93% | |
| 20 | SYK | Stryker CORP | 株式-ヘルスケア | 1.84% | +0.30% | -3.46% | |
| 21 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.27% | -1.32% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.04% | +0.01% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.02% | -0.02% | EXIT | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.02% | +0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.6% | -7.32% | 減少 |
| 2 | GOOG | Alphabet Inc-cl C | +1.7% | -4.73% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +1.5% | -4.28% | 増加 |
| 4 | ASML | ASML Holding N.V. | +0.6% | -3.50% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.08% | 減少 |
| 6 | UBER | Uber Technologies INC | +0.4% | -3.92% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 8 | PANW | Palo Alto Networks INC | -0.2% | -4.24% | 減少 |
| 9 | BKNG | Booking Holdings INC | -0.2% | -4.51% | 減少 |
| 10 | MELI | Mercadolibre INC | -0.2% | -4.38% | 減少 |
| 11 | HDB | Hdfc Bank Ltd-adr | -0.3% | +88.68% | 増加 |
| 12 | NOW | Servicenow INC | -0.3% | -4.13% | 増加 |
| 13 | SYK | Stryker CORP | -0.4% | -3.46% | 増加 |
| 14 | DXCM | Dexcom INC | -0.4% | -0.93% | 増加 |
| 15 | AMZN | Amazon.com INC | -0.5% | -3.51% | 増加 |
| 16 | MMYT | MakeMyTrip Limited | -0.9% | -3.10% | 増加 |
| 17 | MA | Mastercard INC - A | -1% | -4.02% | 減少 |
| 18 | ISRG | Intuitive Surgical INC | -1.2% | -5.72% | 減少 |
| 19 | NVO | Novo-nordisk A/s-spons Adr | -1.3% | -5.64% | 減少 |
| 20 | CRM | Salesforce INC | -1.3% | -5.68% | 減少 |
| 21 | AAPL | Apple INC | -2.1% | -3.46% | 減少 |
| 22 | NU | Nu Holdings Ltd. | — | NEW | 新規購入 |
| 23 | ACWI | Ishares Msci Acwi ETF | — | EXIT | 全売却 |
| 24 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 25 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 26 | OVASUSD | Tempest Therapeutics INC | — | EXIT | 全売却 |