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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.95% | -6.34% | +141.18% | |
| 2 | HOOD | Robinhood Markets INC - A | 株式-金融 | 6.19% | -2.32% | +17.51% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.83% | -4.05% | -18.33% | |
| 4 | LITE | Lumentum Holdings INC | 株式-IT | 4.11% | — | +366.30% | |
| 5 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 3.61% | -2.60% | +384.46% | |
| 6 | SNDK | Sandisk CORP | 株式-IT | 3.54% | — | — | |
| 7 | RBLX | Roblox CORP -class A | 株式-通信サービス | 2.74% | -0.80% | +141.18% | |
| 8 | KLAC | Kla CORP | 株式-IT | 2.66% | -2.66% | EXIT | |
| 9 | CLS | Celestica INC | 株式-IT | 2.65% | -2.65% | EXIT | |
| 10 | SNPS | Synopsys INC | 株式-IT | 2.58% | -2.58% | EXIT | |
| 11 | INTC | Intel CORP | 株式-IT | 2.57% | +1.50% | +2437.88% | |
| 12 | PGR | Progressive CORP | 株式-金融 | 2.36% | -2.36% | EXIT | |
| 13 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 2.28% | -2.28% | EXIT | |
| 14 | TER | Teradyne INC | 株式-IT | 2.26% | — | +210.83% | |
| 15 | HUBS | Hubspot INC | 株式-IT | 2.22% | -2.22% | EXIT | |
| 16 | AVGO | Broadcom INC | 株式-IT | 2.17% | -2.17% | EXIT | |
| 17 | SOLS | Solstice Adv Materials INC | 株式-素材 | 2.14% | — | — | |
| 18 | PDD | Pdd Holdings INC | 株式-一般消費財 | 2.09% | -2.09% | EXIT | |
| 19 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 2.06% | -2.06% | EXIT | |
| 20 | DDOG | Datadog INC - Class A | 株式-IT | 2.05% | -2.05% | EXIT | |
| 21 | U | Unity Software INC | 株式-IT | 2.04% | -1.26% | +84.74% | |
| 22 | ICE | Intercontinental Exchange In | 株式-金融 | 1.97% | -1.97% | EXIT | |
| 23 | LIN | Linde plc | 株式-素材 | 1.85% | +1.42% | — | |
| 24 | ASML | ASML Holding N.V. | 株式-IT | 1.83% | +1.17% | -56.66% | |
| 25 | ANET | Arista Networks INC | 株式-IT | 1.77% | -1.77% | EXIT | |
| 26 | SHOP | Shopify INC - Class A | 株式-IT | 1.73% | -1.73% | EXIT | |
| 27 | COHR | Coherent CORP | 株式-IT | 1.55% | — | — | |
| 28 | ROOT | Root Inc/oh -class A | 株式-その他 | 1.21% | — | — | |
| 29 | MDB | Mongodb INC | 株式-IT | 1.21% | -1.21% | EXIT | |
| 30 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.18% | -1.18% | EXIT | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.17% | -1.17% | EXIT | |
| 32 | WAB | Wabtec CORP | 株式-資本財 | 1.13% | — | -40.94% | |
| 33 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.12% | -1.12% | EXIT | |
| 34 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 1.10% | -1.10% | EXIT | |
| 35 | APP | Applovin Corp-class A | 株式-IT | 1.06% | -1.06% | EXIT | |
| 36 | FIG | Figma Inc-cl A | 株式-その他 | 1.01% | -1.01% | EXIT | |
| 37 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 0.99% | -0.99% | EXIT | |
| 38 | DASH | Doordash INC - A | 株式-一般消費財 | 0.96% | +1.99% | — | |
| 39 | ALAB | Astera Labs INC | 株式-IT | 0.96% | -0.96% | EXIT | |
| 40 | SE | Sea Ltd-adr | 株式-通信サービス | 0.95% | -0.95% | EXIT | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | -0.88% | -40.79% | |
| 42 | SNAP | Snap INC - A | 株式-通信サービス | 0.90% | — | -23.57% | |
| 43 | EDU | New Oriental Educatio-sp Adr | 株式-生活必需品 | 0.89% | — | — | |
| 44 | PH | Parker Hannifin CORP | 株式-資本財 | 0.77% | — | — | |
| 45 | FLS | Flowserve CORP | 株式-資本財 | 0.58% | — | — | |
| 46 | P | Everpure Inc-a | 株式-IT | 0.56% | — | — | |
| 47 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.51% | — | — | |
| 48 | DOCS | Doximity Inc-class A | 株式-ヘルスケア | 0.46% | — | -37.57% | |
| 49 | GWRE | Guidewire Software INC | 株式-IT | 0.38% | — | — | |
| 50 | FLR | Fluor CORP | 株式-資本財 | 0.34% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +7.3% | +141.18% | 増加 |
| 2 | LITE | Lumentum Holdings INC | +3.7% | +366.30% | 増加 |
| 3 | TCOM | Trip.com Group Ltd-adr | +2.8% | +384.46% | 増加 |
| 4 | CLS | Celestica INC | +2.6% | +6900.00% | 増加 |
| 5 | INTC | Intel CORP | +2.5% | +2437.88% | 増加 |
| 6 | PDD | Pdd Holdings INC | +2% | +2115.00% | 増加 |
| 7 | TER | Teradyne INC | +1.7% | +210.83% | 増加 |
| 8 | AVGO | Broadcom INC | +1.7% | +327.95% | 増加 |
| 9 | SPOT | Spotify Technology S.A. | +1.3% | +237.62% | 増加 |
| 10 | U | Unity Software INC | +1% | +84.74% | 増加 |
| 11 | NVDA | Nvidia CORP | -1.3% | -18.33% | 減少 |
| 12 | AS | Amer Sports, Inc. | -2% | -95.25% | 減少 |
| 13 | ASML | ASML Holding N.V. | -2.2% | -56.66% | 減少 |
| 14 | MRVL | Marvell Technology INC | -2.8% | -92.01% | 減少 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | -4.6% | -95.86% | 減少 |
| 16 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 17 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 18 | SNDK | Sandisk CORP | — | NEW | 新規購入 |
| 19 | SHW | Sherwin-williams Co/the | — | EXIT | 全売却 |
| 20 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 21 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 22 | CEG | Constellation Energy | — | EXIT | 全売却 |
| 23 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 24 | HUBS | Hubspot INC | — | NEW | 新規購入 |
| 25 | SOLS | Solstice Adv Materials INC | — | NEW | 新規購入 |
| 26 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 27 | DDOG | Datadog INC - Class A | — | NEW | 新規購入 |
| 28 | FICO | Fair Isaac CORP | — | EXIT | 全売却 |
| 29 | NTES | Netease Inc-adr | — | EXIT | 全売却 |
| 30 | ICE | Intercontinental Exchange In | — | NEW | 新規購入 |
| 31 | SNOW | Snowflake INC | — | EXIT | 全売却 |
| 32 | WDC | Western Digital CORP | — | EXIT | 全売却 |
| 33 | ANET | Arista Networks INC | — | NEW | 新規購入 |
| 34 | TWLO | Twilio INC - A | — | EXIT | 全売却 |
| 35 | COHR | Coherent CORP | — | NEW | 新規購入 |
| 36 | OKTA | Okta INC | — | EXIT | 全売却 |
| 37 | BIRK | Birkenstock Holding plc | — | EXIT | 全売却 |
| 38 | MDB | Mongodb INC | — | NEW | 新規購入 |
| 39 | ✓ | On Hldg AG | — | EXIT | 全売却 |
| 40 | HD | Home Depot INC | — | NEW | 新規購入 |
| 41 | ONTO | Onto Innovation INC | — | EXIT | 全売却 |
| 42 | RMBS | Rambus INC | — | EXIT | 全売却 |
| 43 | TSEM | Tower Semiconductor Ltd. | — | NEW | 新規購入 |
| 44 | APP | Applovin Corp-class A | — | NEW | 新規購入 |
| 45 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 46 | FIG | Figma Inc-cl A | — | NEW | 新規購入 |
| 47 | CRDO | Credo Technology Group Holding Ltd | — | NEW | 新規購入 |
| 48 | GDS | Gds Holdings LTD - Adr | — | EXIT | 全売却 |
| 49 | DASH | Doordash INC - A | — | NEW | 新規購入 |
| 50 | SE | Sea Ltd-adr | — | NEW | 新規購入 |