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 | CVNA | Carvana Co | 株式-一般消費財 | 25.99% | -1.73% | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 19.27% | +2.47% | — | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.47% | +0.89% | — | |
| 4 | ZG | Zillow Group INC - A | 株式-通信サービス | 8.12% | -1.45% | — | |
| 5 | FLUT | Flutter Entertainment plc | 株式-一般消費財 | 7.64% | -1.91% | +14.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.78% | +1.28% | — | |
| 7 | ACVA | Acv Auctions Inc-a | 株式-その他 | 3.80% | -0.60% | — | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 3.19% | -1.70% | EXIT | |
| 9 | CRM | Salesforce INC | 株式-IT | 3.02% | — | — | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 2.68% | +0.73% | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.53% | +0.52% | — | |
| 12 | AMD | Advanced Micro Devices | 株式-IT | 2.23% | — | -32.50% | |
| 13 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.89% | — | — | |
| 14 | GDS | Gds Holdings LTD - Adr | 株式-その他 | 1.31% | +1.28% | — | |
| 15 | CART | Maplebear INC | 株式-一般消費財 | 1.14% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | — | |
| 17 | FENG | Phoenix New Media Limited | 株式-その他 | — | — | — |