CIK: 0001864835
申告総資産額
$2.8億
| # | 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 | APP | Applovin Corp-class A | 株式-IT | 6.73% | +1.14% | -3.20% | |
| 2 | BLND | Blend Labs Inc-a | 株式-その他 | 6.22% | -7.91% | EXIT | |
| 3 | HIMS | Hims & Hers Health INC | 株式-ヘルスケア | 5.35% | +1.67% | NEW | |
| 4 | PAYO | Payoneer Global INC | 株式-その他 | 5.33% | — | +60.70% | |
| 5 | CPNG | Coupang INC | 株式-一般消費財 | 4.99% | -2.58% | EXIT | |
| 6 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 4.74% | — | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.25% | — | -14.31% | |
| 8 | MNDY | monday.com Ltd. | 株式-IT | 4.20% | — | +29.07% | |
| 9 | WIX | Wix.com Ltd. | 株式-IT | 4.13% | — | -24.43% | |
| 10 | CVNA | Carvana Co | 株式-一般消費財 | 4.00% | +1.05% | +394.07% | |
| 11 | APO | Apollo Global Management INC | 株式-金融 | 3.93% | — | — | |
| 12 | AVGO | Broadcom INC | 株式-IT | 3.54% | — | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 3.52% | — | — | |
| 14 | KKR | Kkr & Co INC | 株式-金融 | 3.15% | — | — | |
| 15 | 07WA | Mr Cooper Group INC | 株式-その他 | 3.11% | — | -18.87% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.09% | — | — | |
| 17 | FVRR | Fiverr International Ltd. | 株式-その他 | 2.95% | — | — | |
| 18 | ROKU | Roku INC | 株式-通信サービス | 2.92% | — | — | |
| 19 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 2.88% | — | -45.26% | |
| 20 | NU | Nu Holdings Ltd. | 株式-金融 | 2.70% | -2.37% | — | |
| 21 | NCNO | Ncino INC | 株式-その他 | 2.45% | — | +197.46% | |
| 22 | DDOG | Datadog INC - Class A | 株式-IT | 2.38% | — | +16.67% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.12% | — | -60.95% | |
| 24 | HUT | Hut 8 CORP | 株式-金融 | 2.08% | — | — | |
| 25 | APLD | Applied Digital CORP | 株式-IT | 1.90% | — | — | |
| 26 | WULF | Terawulf INC | 株式-金融 | 1.81% | — | — | |
| 27 | COMP | Compass INC - Class A | 株式-不動産 | 1.68% | -2.37% | +34.87% | |
| 28 | ✓ | Zenvia INC | 株式-その他 | 1.40% | -0.35% | EXIT | |
| 29 | ACVA | Acv Auctions Inc-a | 株式-その他 | 1.28% | — | — | |
| 30 | CORZ | Core Scientific INC | 株式-IT | 0.98% | — | — | |
| 31 | ✓ | Payoneer Global INC | 株式-その他 | 0.16% | — | — | |
| 32 | ✓ | Taboola.com LTD | 株式-その他 | 0.04% | -0.01% | — |