CIK: 0001794293
申告総資産額
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| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.67% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.91% | — | +13.04% | |
| 3 | NKE | Nike INC -cl B | 株式-一般消費財 | 5.50% | — | +299.95% | |
| 4 | RH | Rh | 株式-一般消費財 | 5.44% | — | +47.06% | |
| 5 | SE | Sea Ltd-adr | 株式-通信サービス | 4.96% | — | +164.52% | |
| 6 | EXPE | Expedia Group INC | 株式-一般消費財 | 4.83% | — | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.76% | — | — | |
| 8 | CPRI | Capri Holdings Limited | 株式-一般消費財 | 4.21% | — | — | |
| 9 | LAD | Lithia Motors INC | 株式-一般消費財 | 4.09% | — | — | |
| 10 | HAS | Hasbro INC | 株式-一般消費財 | 3.41% | — | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.36% | — | -32.00% | |
| 12 | SGI | Somnigroup International INC | 株式-一般消費財 | 3.28% | — | +96.08% | |
| 13 | GPI | Group 1 Automotive INC | 株式-一般消費財 | 3.19% | — | -45.50% | |
| 14 | GME | GameStop Corp. | 株式-一般消費財 | 3.12% | — | — | |
| 15 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.97% | — | -33.74% | |
| 16 | DRI | Darden Restaurants INC | 株式-一般消費財 | 2.89% | — | — | |
| 17 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.81% | — | +27.27% | |
| 18 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 2.52% | — | +53.66% | |
| 19 | LBEUR | L Brands INC | 株式-その他 | 2.52% | — | — | |
| 20 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 2.17% | — | — | |
| 21 | CALY | Callaway Golf Company | 株式-その他 | 1.90% | — | -53.47% | |
| 22 | TPR | Tapestry INC | 株式-一般消費財 | 1.70% | — | — | |
| 23 | MTCH | Match Group INC | 株式-通信サービス | 1.64% | — | -62.88% | |
| 24 | AMCX | Amc Global Media INC | 株式-その他 | 1.61% | — | — | |
| 25 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 1.28% | — | — | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | — | — | |
| 27 | PVH | Pvh CORP | 株式-一般消費財 | 1.14% | — | — | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.14% | — | -63.64% | |
| 29 | SNAP | Snap INC - A | 株式-通信サービス | 1.06% | — | — | |
| 30 | CPRT | Copart INC | 株式-資本財 | 1.01% | — | — | |
| 31 | BFT | Foley Trasimene Acquisiti-a | 株式-その他 | 0.86% | — | — | |
| 32 | 0VVB | Paramount Global-class B | 株式-その他 | 0.86% | — | — | |
| 33 | RRR | Red Rock Resorts Inc-class A | 株式-その他 | 0.61% | — | -81.57% | |
| 34 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 0.52% | — | -48.72% | |
| 35 | HGV | Hilton Grand Vacations INC | 株式-その他 | 0.38% | — | — | |
| 36 | SIXEUR | Six Flags Entertainment CORP | 株式-その他 | 0.32% | — | — | |
| 37 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.11% | — | — | |
| 38 | MSGN | Msg Networks Inc- A | 株式-その他 | 0.05% | — | — |