CIK: 0001755622
申告総資産額
$2.0億
| # | 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 | PBF | Pbf Energy Inc-class A | 株式-エネルギー | 11.56% | -3.62% | -7.64% | |
| 2 | GNRC | Generac Holdings INC | 株式-資本財 | 6.79% | — | -52.28% | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 5.81% | — | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.08% | — | — | |
| 5 | OPRA | Opera Ltd-adr | 株式-その他 | 4.77% | — | -22.94% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.23% | — | -39.39% | |
| 7 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 4.19% | — | — | |
| 8 | SD | Sandridge Energy INC | 株式-その他 | 4.08% | — | -23.12% | |
| 9 | PTB | Potbelly CORP | 株式-その他 | 4.02% | — | -27.60% | |
| 10 | WMB | Williams Cos INC | 株式-エネルギー | 3.53% | — | -29.17% | |
| 11 | HBAN | Huntington Bancshares INC | 株式-金融 | 3.34% | — | — | |
| 12 | SHOP | Shopify INC - Class A | 株式-IT | 3.06% | — | — | |
| 13 | RRC | Range Resources CORP | 株式-エネルギー | 2.93% | -0.88% | EXIT | |
| 14 | CORZ | Core Scientific INC | 株式-IT | 2.80% | — | — | |
| 15 | WOLF* | Wolfspeed INC | 株式-その他 | 2.64% | — | +87.50% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 2.63% | — | — | |
| 17 | GTLS | Chart Industries INC | 株式-資本財 | 2.59% | — | — | |
| 18 | TWLO | Twilio INC - A | 株式-IT | 2.55% | — | — | |
| 19 | ALB | Albemarle CORP | 株式-素材 | 2.50% | -2.37% | EXIT | |
| 20 | BILL | Bill Holdings INC | 株式-IT | 2.49% | — | — | |
| 21 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 2.46% | — | +38.89% | |
| 22 | EOLS | Evolus INC | 株式-その他 | 2.21% | — | — | |
| 23 | CCJ | Cameco CORP | 株式-エネルギー | 1.91% | — | -52.17% | |
| 24 | WDC | Western Digital CORP | 株式-IT | 1.86% | -1.24% | EXIT | |
| 25 | COHR | Coherent CORP | 株式-IT | 1.78% | — | — | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.75% | — | — | |
| 27 | LUCK | Lucky Strike Entertainment C | 株式-その他 | 1.71% | — | -58.44% | |
| 28 | LUNR | Intuitive Machines INC | 株式-その他 | 1.46% | — | — | |
| 29 | VRNA | Verona Pharma PLC - Adr | 株式-その他 | 1.20% | — | — | |
| 30 | OPTU | Optimum Communications Inc-a | 株式-通信サービス | 1.18% | — | — | |
| 31 | CHPT | ChargePoint Holdings, Inc. | 株式-その他 | 0.87% | — | — |