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 | 21.72% | -0.51% | -22.86% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 17.80% | -0.25% | -17.13% | |
| 3 | AAPL | Apple INC | 株式-IT | 13.78% | — | -25.94% | |
| 4 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 9.62% | — | +10.72% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.63% | -0.68% | +32.69% | |
| 6 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 4.90% | — | +22.35% | |
| 7 | CRTO | Criteo Sa-spon Adr | 株式-その他 | 4.57% | — | -24.08% | |
| 8 | MTG | Mgic Investment CORP | 株式-金融 | 3.45% | — | -22.08% | |
| 9 | RDN | Radian Group INC | 株式-金融 | 3.00% | — | -14.58% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.92% | +0.24% | +95.71% | |
| 11 | ADBE | Adobe INC | 株式-IT | 2.49% | -0.09% | — | |
| 12 | DHI | Dr Horton INC | 株式-一般消費財 | 1.50% | — | -24.07% | |
| 13 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 1.46% | — | — | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.43% | — | -73.49% | |
| 15 | ZG | Zillow Group INC - A | 株式-通信サービス | 1.27% | — | — | |
| 16 | Z | Zillow Group INC - C | 株式-通信サービス | 1.08% | — | -15.37% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | — | — | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.94% | -0.02% | -7.11% | |
| 19 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.81% | — | -24.56% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Hldgs INC | +2.4% | +10.72% | 増加 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +2.2% | +32.69% | 増加 |
| 3 | VIPS | Vipshop Holdings LTD - Adr | +1.6% | +22.35% | 増加 |
| 4 | NVDA | Nvidia CORP | +1.5% | +95.71% | 増加 |
| 5 | TSLA | Tesla INC | +0.2% | -7.11% | 減少 |
| 6 | PYPL | Paypal Holdings INC | +0.1% | — | 変化なし |
| 7 | LEN | Lennar Corp-a | -0.1% | -24.56% | 減少 |
| 8 | ZG | Zillow Group INC - A | -0.1% | — | 変化なし |
| 9 | DHI | Dr Horton INC | -0.1% | -24.07% | 減少 |
| 10 | Z | Zillow Group INC - C | -0.3% | -15.37% | 減少 |
| 11 | CRTO | Criteo Sa-spon Adr | -0.4% | -24.08% | 減少 |
| 12 | RDN | Radian Group INC | -0.5% | -14.58% | 減少 |
| 13 | MTG | Mgic Investment CORP | -1% | -22.08% | 減少 |
| 14 | META | Meta Platforms Inc-class A | -1.3% | -22.86% | 減少 |
| 15 | AAPL | Apple INC | -1.3% | -25.94% | 減少 |
| 16 | GOOGL | Alphabet Inc-cl A | -2.4% | -17.13% | 減少 |
| 17 | QCOM | Qualcomm INC | -4.8% | -73.49% | 減少 |
| 18 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 19 | CTRPUSD | Ctrip.com International-adr | — | NEW | 新規購入 |
| 20 | AMZN | Amazon.com INC | — | NEW | 新規購入 |