CIK: 0002008306
申告総資産額
$3.3億
| # | 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 | SNPS | Synopsys INC | 株式-IT | 24.76% | -6.60% | +169.67% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 14.24% | +1.49% | NEW | |
| 3 | PDD | Pdd Holdings INC | 株式-一般消費財 | 12.20% | — | +8.49% | |
| 4 | EDU | New Oriental Educatio-sp Adr | 株式-生活必需品 | 11.84% | -2.37% | +91.32% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 11.76% | +4.87% | +106.31% | |
| 6 | GDS | Gds Holdings LTD - Adr | 株式-その他 | 5.89% | — | +14.39% | |
| 7 | ONTO | Onto Innovation INC | 株式-IT | 5.30% | -0.13% | EXIT | |
| 8 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 4.15% | -2.22% | EXIT | |
| 9 | ATAT | Atour Lifestyle Holdings-adr | 株式-その他 | 3.55% | +0.24% | +18.38% | |
| 10 | LITE | Lumentum Holdings INC | 株式-IT | 2.63% | -0.50% | — | |
| 11 | COHR | Coherent CORP | 株式-IT | 2.35% | -0.30% | — | |
| 12 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.55% | — | — | |
| 13 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.37% | — | — | |
| 14 | TXN | Texas Instruments INC | 株式-IT | 0.13% | — | — | |
| 15 | WDC | Western Digital CORP | 株式-IT | 0.10% | — | — | |
| 16 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 0.09% | — | — | |
| 17 | GLW | Corning INC | 株式-IT | 0.09% | — | — |