CIK: 0002035224
申告総資産額
$4.7億
| # | 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 | 22.74% | -4.03% | +24.18% | |
| 2 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 17.66% | -8.27% | -11.57% | |
| 3 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 17.50% | -8.73% | -20.44% | |
| 4 | VEON | Veon LTD | 株式-その他 | 9.72% | -4.19% | +24.67% | |
| 5 | EQT | Eqt CORP | 株式-エネルギー | 9.29% | -2.85% | +93.04% | |
| 6 | DOLE | Dole plc | 株式-その他 | 7.71% | -3.56% | +104.57% | |
| 7 | PDD | Pdd Holdings INC | 株式-一般消費財 | 7.40% | -7.40% | EXIT | |
| 8 | MMYT | MakeMyTrip Limited | 株式-その他 | 4.32% | -4.32% | EXIT | |
| 9 | TPR | Tapestry INC | 株式-一般消費財 | 3.67% | -3.67% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DOLE | Dole plc | +3.7% | +104.57% | 増加 |
| 2 | EQT | Eqt CORP | +3.5% | +93.04% | 増加 |
| 3 | PDD | Pdd Holdings INC | +0.4% | +45.34% | 増加 |
| 4 | VEON | Veon LTD | +0.2% | +24.67% | 増加 |
| 5 | APP | Applovin Corp-class A | -0.4% | +24.18% | 増加 |
| 6 | GDX | Vaneck Gold Miners ETF | -3.4% | -11.57% | 減少 |
| 7 | GDXJ | Vaneck Junior Gold Miners | -5.2% | -20.44% | 減少 |
| 8 | MMYT | MakeMyTrip Limited | — | NEW | 新規購入 |
| 9 | TPR | Tapestry INC | — | NEW | 新規購入 |
| 10 | GOOG | Alphabet Inc-cl C | — | EXIT | 全売却 |
| 11 | TME | Tencent Music Entertainm-adr | — | EXIT | 全売却 |