CIK: 0001950490
申告総資産額
$1.4億
| # | 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 | STX | Seagate Technology Holdings plc | 株式-IT | 12.90% | +2.62% | +591.75% | |
| 2 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 9.97% | +0.86% | +146.72% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.38% | — | -23.67% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.59% | — | -82.50% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 5.26% | +2.41% | -44.69% | |
| 6 | EOG | Eog Resources INC | 株式-エネルギー | 5.17% | — | +0.56% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.84% | — | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.73% | +0.52% | -7.99% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.55% | +1.49% | -51.52% | |
| 10 | LTH | Life Time Group Holdings INC | 株式-その他 | 3.32% | — | — | |
| 11 | CRH | CRH plc | 株式-素材 | 2.98% | -2.33% | EXIT | |
| 12 | ARGX | Argenx Se - Adr | 株式-ヘルスケア | 2.74% | — | — | |
| 13 | DELL | Dell Technologies -c | 株式-IT | 2.63% | — | +46.52% | |
| 14 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.51% | — | — | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 2.46% | — | — | |
| 16 | NTNX | Nutanix INC - A | 株式-IT | 2.42% | — | -36.41% | |
| 17 | MCHP | Microchip Technology INC | 株式-IT | 2.24% | — | — | |
| 18 | MOD | Modine Manufacturing Co | 株式-一般消費財 | 2.23% | +0.32% | -42.37% | |
| 19 | BLND | Blend Labs Inc-a | 株式-その他 | 2.14% | -0.22% | -17.95% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.57% | -6.76% | -78.77% | |
| 21 | ✓ | Onespaworld Holdings LTD | 株式-その他 | 1.46% | — | — | |
| 22 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 1.39% | -0.06% | +85.58% | |
| 23 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 1.33% | — | — | |
| 24 | TWLO | Twilio INC - A | 株式-IT | 1.13% | +1.81% | — | |
| 25 | PLSE | Pulse Biosciences INC | 株式-その他 | 0.98% | +0.60% | +8.55% | |
| 26 | SLQT | Selectquote INC | 株式-その他 | 0.93% | — | +141.08% | |
| 27 | DOMO | Domo INC - Class B | 株式-その他 | 0.90% | — | — | |
| 28 | AFRM | Affirm Holdings INC | 株式-金融 | 0.79% | -1.81% | EXIT | |
| 29 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 0.67% | — | — | |
| 30 | ✓ | On Hldg AG | 株式-その他 | 0.51% | — | — | |
| 31 | AEHR | Aehr Test Systems | 株式-その他 | 0.28% | — | -80.03% |