CIK: 0001611519
申告総資産額
$3.3億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 24.84% | -0.51% | -2.42% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 19.35% | -0.25% | -0.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 17.83% | — | +135.90% | |
| 4 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 6.48% | — | +223.34% | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 4.79% | — | — | |
| 6 | MTG | Mgic Investment CORP | 株式-金融 | 4.29% | — | -43.39% | |
| 7 | CRTO | Criteo Sa-spon Adr | 株式-その他 | 3.65% | — | +0.23% | |
| 8 | RDN | Radian Group INC | 株式-金融 | 3.00% | — | -46.99% | |
| 9 | ZG | Zillow Group INC - A | 株式-通信サービス | 2.74% | — | -43.81% | |
| 10 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 2.63% | — | — | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.57% | -0.68% | +178.21% | |
| 12 | DHI | Dr Horton INC | 株式-一般消費財 | 2.20% | — | -45.43% | |
| 13 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.34% | — | -55.95% | |
| 14 | Z | Zillow Group INC - C | 株式-通信サービス | 1.11% | — | +278.63% | |
| 15 | NEM | Newmont CORP | 株式-素材 | 0.89% | — | — | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 0.88% | — | — | |
| 17 | ABX | Barrick Gold CORP | 株式-金融 | 0.75% | — | — | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | -0.02% | -68.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +9.7% | +135.90% | 増加 |
| 2 | BKNG | Booking Hldgs INC | +4.3% | +223.34% | 増加 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +1.7% | +178.21% | 増加 |
| 4 | Z | Zillow Group INC - C | +0.7% | +278.63% | 増加 |
| 5 | TSLA | Tesla INC | -2.1% | -68.95% | 減少 |
| 6 | GOOGL | Alphabet Inc-cl A | -2.4% | -0.74% | 減少 |
| 7 | CRTO | Criteo Sa-spon Adr | -2.4% | +0.23% | 増加 |
| 8 | RDN | Radian Group INC | -2.5% | -46.99% | 減少 |
| 9 | MTG | Mgic Investment CORP | -2.9% | -43.39% | 減少 |
| 10 | LEN | Lennar Corp-a | -2.9% | -55.95% | 減少 |
| 11 | DHI | Dr Horton INC | -3.2% | -45.43% | 減少 |
| 12 | ZG | Zillow Group INC - A | -3.9% | -43.81% | 減少 |
| 13 | META | Meta Platforms Inc-class A | -4.1% | -2.42% | 減少 |
| 14 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 15 | VIPS | Vipshop Holdings LTD - Adr | — | NEW | 新規購入 |
| 16 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 17 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 18 | ABX | Barrick Gold CORP | — | NEW | 新規購入 |