CIK: 0001708139
申告総資産額
$16.4億
| # | 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 | 14.32% | — | -22.78% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 11.52% | — | — | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.54% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 8.52% | -0.84% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.68% | +2.17% | +31.87% | |
| 6 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 6.75% | +0.98% | -0.32% | |
| 7 | SHW | Sherwin-williams Co/the | 株式-素材 | 5.27% | +0.66% | — | |
| 8 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.72% | — | -0.24% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.58% | — | — | |
| 10 | SPGI | S&p Global INC | 株式-金融 | 4.57% | +0.22% | — | |
| 11 | ZTS | Zoetis INC | 株式-ヘルスケア | 4.15% | — | — | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.73% | -5.58% | EXIT | |
| 13 | ADBE | Adobe INC | 株式-IT | 3.61% | — | -0.34% | |
| 14 | INTU | Intuit INC | 株式-IT | 3.51% | -1.57% | EXIT | |
| 15 | CRM | Salesforce INC | 株式-IT | 3.09% | — | — | |
| 16 | AVGO | Broadcom INC | 株式-IT | 2.24% | +2.41% | +173742.33% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 0.95% | — | — | |
| 18 | MTCH | Match Group INC | 株式-通信サービス | 0.57% | — | — | |
| 19 | ASML | ASML Holding N.V. | 株式-IT | 0.41% | +1.51% | NEW | |
| 20 | SN | SharkNinja, Inc. | 株式-一般消費財 | 0.38% | +0.41% | — | |
| 21 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.36% | — | — | |
| 22 | SNAP | Snap INC - A | 株式-通信サービス | 0.24% | — | — | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.10% | — | — | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.07% | — | -97.54% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.07% | — | -97.95% | |
| 26 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.01% | — | -59.38% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 0.01% | — | +41.61% | |
| 28 | LRCXEUR | Lam Research CORP | 株式-IT | 0.01% | — | +43.78% |