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 | LITE | Lumentum Holdings INC | 株式-IT | 15.11% | -5.64% | +48.58% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 9.82% | -6.76% | +207.29% | |
| 3 | STX | Seagate Technology Holdings plc | 株式-IT | 7.96% | +2.62% | -37.34% | |
| 4 | W | Wayfair Inc- Class A | 株式-一般消費財 | 5.05% | -1.55% | +2.94% | |
| 5 | FIVE | Five Below | 株式-一般消費財 | 5.03% | +1.27% | -18.15% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.49% | +0.52% | +45.93% | |
| 7 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 4.42% | +0.86% | +36.89% | |
| 8 | MOD | Modine Manufacturing Co | 株式-一般消費財 | 3.67% | +0.32% | -21.31% | |
| 9 | BOOT | Boot Barn Holdings INC | 株式-一般消費財 | 3.23% | -0.34% | +14.08% | |
| 10 | TWLO | Twilio INC - A | 株式-IT | 3.11% | +1.81% | +11.14% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.03% | -3.03% | EXIT | |
| 12 | BIRK | Birkenstock Holding plc | 株式-その他 | 2.41% | -2.41% | EXIT | |
| 13 | SNOW | Snowflake INC | 株式-IT | 2.41% | -1.40% | -28.97% | |
| 14 | CRH | CRH plc | 株式-素材 | 2.33% | -2.33% | EXIT | |
| 15 | C | Citigroup INC | 株式-金融 | 2.31% | -2.31% | EXIT | |
| 16 | BRZE | Braze Inc-a | 株式-その他 | 2.29% | -2.29% | EXIT | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.89% | +1.49% | +106.22% | |
| 18 | AFRM | Affirm Holdings INC | 株式-金融 | 1.81% | -1.81% | EXIT | |
| 19 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 1.66% | -0.06% | +26.65% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.65% | +2.41% | +1272.22% | |
| 21 | MNRO | Monro INC | 株式-その他 | 1.55% | — | +219.25% | |
| 22 | CECO | Ceco Environmental CORP | 株式-その他 | 1.50% | +1.28% | +5.69% | |
| 23 | FSLR | First Solar INC | 株式-IT | 1.45% | -1.45% | EXIT | |
| 24 | ROST | Ross Stores INC | 株式-一般消費財 | 1.45% | -1.45% | EXIT | |
| 25 | INDV | Indivior Pharmaceuticals, Inc. | 株式-その他 | 1.44% | -1.44% | EXIT | |
| 26 | NPKI | Npk International INC | 株式-その他 | 1.30% | — | +18.96% | |
| 27 | CWAN | Clearwater Analytics Holdings, Inc. | 株式-IT | 1.29% | -1.29% | EXIT | |
| 28 | BLND | Blend Labs Inc-a | 株式-その他 | 1.14% | -0.22% | +5.71% | |
| 29 | MIAX | Miami International Holdings | 株式-その他 | 1.10% | -1.10% | EXIT | |
| 30 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.99% | -0.99% | EXIT | |
| 31 | NBIS | Nebius Group NV | 株式-その他 | 0.83% | -0.83% | EXIT | |
| 32 | ✓ | Mdxhealth SA | 株式-その他 | 0.46% | -0.07% | +53.98% | |
| 33 | EVLV | Evolv Technologies Holdings | 株式-その他 | 0.42% | — | +5.78% | |
| 34 | NRXS | Neuraxis INC | 株式-その他 | 0.40% | +0.59% | — | |
| 35 | CHYM | Chime Financial Inc-cl A | 株式-その他 | 0.34% | -0.34% | EXIT | |
| 36 | PLSE | Pulse Biosciences INC | 株式-その他 | 0.28% | +0.60% | +5.72% | |
| 37 | LWLG | Lightwave Logic INC | 株式-その他 | 0.26% | — | — | |
| 38 | BE | Bloom Energy Corp- A | 株式-資本財 | 0.12% | -0.12% | EXIT |