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 | MSFT | Microsoft CORP | 株式-IT | 40.34% | — | +1197.76% | |
| 2 | DQ | Daqo New Energy Corp-adr | 株式-その他 | 10.65% | — | — | |
| 3 | ENPH | Enphase Energy INC | 株式-IT | 6.36% | — | — | |
| 4 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 5.89% | — | — | |
| 5 | SEDG | Solaredge Technologies INC | 株式-IT | 5.72% | — | — | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 5.24% | — | -79.08% | |
| 7 | MDB | Mongodb INC | 株式-IT | 4.11% | -1.21% | EXIT | |
| 8 | ✓ | 株式-その他 | 3.37% | — | — | ||
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 2.97% | — | — | |
| 10 | JKS | Jinkosolar Holding Co-adr | 株式-その他 | 2.84% | — | — | |
| 11 | STNG | Scorpio Tankers Inc. | 株式-その他 | 2.80% | — | — | |
| 12 | SQM | Quimica Y Minera Chil-sp Adr | 株式-その他 | 1.70% | — | -1.44% | |
| 13 | ✓ | Ferroglobe PLC | 株式-その他 | 1.56% | — | — | |
| 14 | YMM | Full Truck Alliance -spn Adr | 株式-その他 | 1.48% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | — | +420.90% | |
| 16 | COHR | Coherent Corp. | 株式-IT | 0.75% | — | — | |
| 17 | ALB | Albemarle CORP | 株式-素材 | 0.65% | — | -47.47% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.60% | — | -96.60% | |
| 19 | MRVL | Marvell Technology INC | 株式-IT | 0.43% | — | -87.53% | |
| 20 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | +3.53% | NEW | |
| 21 | UBER | Uber Technologies INC | 株式-資本財 | 0.30% | — | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.22% | -4.05% | -72.11% | |
| 23 | XYZ | Block INC | 株式-金融 | 0.21% | — | +25.00% | |
| 24 | WDAY | Workday Inc-class A | 株式-IT | 0.13% | — | -79.38% | |
| 25 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.12% | — | — | |
| 26 | COUPEUR | Coupa Software INC | 株式-その他 | 0.07% | — | — | |
| 27 | SPLKCHF | Splunk INC | 株式-その他 | 0.06% | — | — | |
| 28 | LAW | Cs Disco INC | 株式-その他 | 0.05% | — | — |