CIK: 0001714267
申告総資産額
$5.6億
| # | 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 | 7.81% | -3.18% | EXIT | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.26% | -0.70% | -2.49% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 6.90% | -0.07% | -6.49% | |
| 4 | UBER | Uber Technologies INC | 株式-資本財 | 6.60% | -0.56% | +12.88% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.93% | — | -7.37% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 5.56% | -0.16% | -7.56% | |
| 7 | CRM | Salesforce INC | 株式-IT | 5.46% | -1.07% | EXIT | |
| 8 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 5.42% | +3.20% | +20.85% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.40% | -1.30% | EXIT | |
| 10 | GE | General Electric | 株式-資本財 | 5.16% | — | +50.42% | |
| 11 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 4.17% | -1.06% | +162.17% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 3.92% | -0.95% | -30.10% | |
| 13 | NOVT | Novanta INC | 株式-その他 | 3.88% | -0.92% | EXIT | |
| 14 | SAP | Sap Se-sponsored Adr | 株式-IT | 3.70% | — | — | |
| 15 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 3.55% | — | — | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.37% | — | +5.49% | |
| 17 | APH | Amphenol Corp-cl A | 株式-IT | 3.36% | — | -15.83% | |
| 18 | MU | Micron Technology INC | 株式-IT | 3.04% | +0.02% | — | |
| 19 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 2.70% | — | — | |
| 20 | LRCXEUR | Lam Research CORP | 株式-IT | 2.34% | — | — | |
| 21 | ✓ | 株式-その他 | 1.40% | — | — | ||
| 22 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.34% | — | +43.80% | |
| 23 | AIP | Arteris INC | 株式-その他 | 0.90% | — | — | |
| 24 | UFPT | Ufp Technologies INC | 株式-その他 | 0.83% | — | — |