CIK: 0001846677
申告総資産額
$7.8億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 26.28% | +2.49% | -0.29% | |
| 2 | MELI | Mercadolibre INC | 株式-一般消費財 | 14.53% | +1.37% | +8.41% | |
| 3 | APPF | Appfolio INC - A | 株式-IT | 13.80% | -0.97% | +11.52% | |
| 4 | CPNG | Coupang INC | 株式-一般消費財 | 11.73% | -3.67% | +32.50% | |
| 5 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 8.25% | +1.78% | +6.10% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.80% | +0.56% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.04% | +3.24% | +56.11% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 5.18% | -3.44% | -24.47% | |
| 9 | DASH | Doordash INC - A | 株式-一般消費財 | 5.10% | -0.96% | — | |
| 10 | TBRG | Trubridge INC | 株式-その他 | 2.26% | -0.41% | +22.49% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 0.03% | -0.03% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.1% | +56.11% | 増加 |
| 2 | AMZN | Amazon.com INC | +1.9% | -0.29% | 減少 |
| 3 | GOOG | Alphabet Inc-cl C | +1.7% | — | 変化なし |
| 4 | TBRG | Trubridge INC | +0.6% | +22.49% | 増加 |
| 5 | TSLA | Tesla INC | 0% | — | 変化なし |
| 6 | CPNG | Coupang INC | 0% | +32.50% | 増加 |
| 7 | APPF | Appfolio INC - A | -0.5% | +11.52% | 増加 |
| 8 | MELI | Mercadolibre INC | -0.6% | +8.41% | 増加 |
| 9 | DASH | Doordash INC - A | -0.9% | — | 変化なし |
| 10 | VEEV | Veeva Systems Inc-class A | -1.9% | +6.10% | 増加 |
| 11 | MSFT | Microsoft CORP | -2% | -24.47% | 減少 |
| 12 | SHOP | Shopify INC - Class A | — | EXIT | 全売却 |
| 13 | ZG | Zillow Group INC - A | — | EXIT | 全売却 |
| 14 | CWAN | Clearwater Analytics Holdings, Inc. | — | EXIT | 全売却 |