CIK: 0002013737
申告総資産額
$13.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 21.87% | -14.09% | -39.02% | |
| 2 | SHW | Sherwin-williams Co/the | 株式-素材 | 16.27% | -11.28% | +14.14% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 14.99% | -7.68% | -50.97% | |
| 4 | SPGI | S&p Global INC | 株式-金融 | 13.64% | -8.09% | +87.56% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 11.28% | -3.91% | +133.81% | |
| 6 | TRU | Transunion | 株式-金融 | 9.19% | -9.19% | EXIT | |
| 7 | MELI | Mercadolibre INC | 株式-一般消費財 | 5.80% | -0.82% | +74.87% | |
| 8 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 4.03% | -2.99% | — | |
| 9 | NU | Nu Holdings Ltd. | 株式-金融 | 1.59% | -1.01% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | +3.68% | — | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.10% | +5.95% | -99.59% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 2 | SHW | Sherwin-williams Co/the | — | NEW | 新規購入 |
| 3 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 4 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 5 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 6 | TRU | Transunion | — | NEW | 新規購入 |
| 7 | MELI | Mercadolibre INC | — | NEW | 新規購入 |
| 8 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新規購入 |
| 9 | NU | Nu Holdings Ltd. | — | NEW | 新規購入 |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 12 | ✓ | Ikena Oncology INC | — | — | 変化なし |