CIK: 0001565432
申告総資産額
$2.9億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 22.92% | +2.47% | -4.53% | |
| 2 | CVNA | Carvana Co | 株式-一般消費財 | 22.04% | -1.73% | — | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.58% | +0.89% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.28% | +1.28% | -14.30% | |
| 5 | ZG | Zillow Group INC - A | 株式-通信サービス | 6.77% | -1.45% | +37.39% | |
| 6 | FLUT | Flutter Entertainment plc | 株式-一般消費財 | 5.88% | -1.91% | — | |
| 7 | ACVA | Acv Auctions Inc-a | 株式-その他 | 3.91% | -0.60% | — | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 3.74% | — | -15.78% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 3.49% | -1.70% | EXIT | |
| 10 | CRM | Salesforce INC | 株式-IT | 3.25% | — | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.95% | +0.52% | +900.00% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 2.92% | +0.73% | -7.24% | |
| 13 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.40% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.13% | — | — | |
| 15 | CART | Maplebear INC | 株式-一般消費財 | 1.03% | — | — | |
| 16 | GDS | Gds Holdings LTD - Adr | 株式-その他 | 0.68% | +1.28% | — |