CIK: 0001652062
申告総資産額
$9.2億
| # | 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 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 13.27% | — | +530.48% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 11.19% | +2.51% | NEW | |
| 3 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 10.40% | — | — | |
| 4 | ZTO | Zto Express Cayman Inc-adr | 株式-その他 | 9.18% | — | -7.09% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 6.38% | +5.74% | — | |
| 6 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 5.42% | — | — | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 4.18% | +3.53% | NEW | |
| 8 | ASML | ASML Holding N.V. | 株式-IT | 3.43% | +1.17% | +273.72% | |
| 9 | SNPS | Synopsys INC | 株式-IT | 3.27% | -2.58% | EXIT | |
| 10 | WDC | Western Digital CORP | 株式-IT | 2.71% | — | — | |
| 11 | ACIA | Acacia Communications INC | 株式-その他 | 2.49% | — | -21.65% | |
| 12 | MDB | Mongodb INC | 株式-IT | 2.32% | -1.21% | EXIT | |
| 13 | ✓ | 株式-その他 | 2.30% | — | — | ||
| 14 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 2.12% | — | -73.28% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.89% | +4.18% | NEW | |
| 16 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.75% | — | — | |
| 17 | LRCXEUR | Lam Research CORP | 株式-IT | 1.74% | — | — | |
| 18 | CDNS | Cadence Design Sys INC | 株式-IT | 1.59% | — | — | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 1.49% | +3.21% | NEW | |
| 20 | MXL | Maxlinear INC | 株式-その他 | 1.36% | — | +9.30% | |
| 21 | ✓ | Cree INC | 株式-その他 | 1.11% | — | +43.66% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 0.97% | — | — | |
| 24 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.96% | — | — | |
| 25 | LITE | Lumentum Holdings INC | 株式-IT | 0.87% | — | -62.17% | |
| 26 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.87% | — | +83.05% | |
| 27 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 0.83% | — | — | |
| 28 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 0.81% | — | +33.74% | |
| 29 | TWLO | Twilio INC - A | 株式-IT | 0.74% | — | +103.33% | |
| 30 | COHREUR | Coherent INC | 株式-その他 | 0.71% | — | — | |
| 31 | ROG | Rogers CORP | 株式-その他 | 0.69% | — | -36.55% | |
| 32 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.65% | — | -28.42% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.41% | — | +78.90% | |
| 34 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.24% | -2.09% | EXIT | |
| 35 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 0.15% | — | — | |
| 36 | ANETEUR | Arista Networks INC | 株式-その他 | 0.14% | — | -81.78% | |
| 37 | KEYS | Keysight Technologies In | 株式-IT | 0.14% | +1.53% | NEW | |
| 38 | GOTU | Gaotu Techedu INC | 株式-その他 | 0.09% | — | — | |
| 39 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.08% | — | — | |
| 40 | SLAB | Silicon Laboratories INC | 株式-IT | 0.08% | — | — |