CIK: 0001558971
申告総資産額
$2.4億
| # | 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 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 17.44% | — | -17.09% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 13.28% | — | -3.07% | |
| 3 | TMUS | T-mobile US INC | 株式-通信サービス | 12.54% | — | -16.95% | |
| 4 | GDS | Gds Holdings LTD - Adr | 株式-その他 | 11.69% | +23.07% | -17.18% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.76% | — | -16.81% | |
| 6 | SE | Sea Ltd-adr | 株式-通信サービス | 8.38% | — | -17.39% | |
| 7 | XYZ | Block INC | 株式-金融 | 8.28% | — | -4.13% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 7.74% | — | — | |
| 9 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 5.95% | — | -17.33% | |
| 10 | ARCO | Arcos Dorados Holdings Inc. | 株式-その他 | 5.92% | — | -15.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PAGS | PagSeguro Digital Ltd. | +2.5% | -17.09% | 減少 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +1.6% | -3.07% | 減少 |
| 3 | ARCO | Arcos Dorados Holdings Inc. | +0.8% | -15.65% | 減少 |
| 4 | TMUS | T-mobile US INC | +0.5% | -16.95% | 減少 |
| 5 | GDS | Gds Holdings LTD - Adr | +0.5% | -17.18% | 減少 |
| 6 | TTWO | Take-two Interactive Softwre | +0.4% | -17.33% | 減少 |
| 7 | XYZ | Block INC | -0.3% | -4.13% | 減少 |
| 8 | SE | Sea Ltd-adr | -0.8% | -17.39% | 減少 |
| 9 | META | Meta Platforms Inc-class A | -0.9% | -16.81% | 減少 |
| 10 | ADSK | Autodesk INC | — | EXIT | 全売却 |
| 11 | NFLX | Netflix INC | — | NEW | 新規購入 |