CIK: 0001797217
申告総資産額
$4.3億
| # | 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 | APP | Applovin Corp-class A | 株式-IT | 30.97% | — | +6.12% | |
| 2 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 11.70% | — | +22.82% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 9.67% | — | -6.70% | |
| 4 | PDD | Pdd Holdings INC | 株式-一般消費財 | 9.43% | — | +86.09% | |
| 5 | EDU | New Oriental Educatio-sp Adr | 株式-生活必需品 | 8.49% | — | +16.09% | |
| 6 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 6.22% | — | +13.59% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 5.48% | — | +540.00% | |
| 8 | WOLF* | Wolfspeed INC | 株式-その他 | 3.93% | — | +23.42% | |
| 9 | ACMR | Acm Research Inc-class A | 株式-その他 | 3.86% | — | +80.34% | |
| 10 | CVE | Cenovus Energy INC | 株式-エネルギー | 3.65% | — | -13.02% | |
| 11 | LITE | Lumentum Holdings INC | 株式-IT | 3.34% | — | — | |
| 12 | SU | Suncor Energy INC | 株式-エネルギー | 3.26% | — | -17.11% |