CIK: 0001807902
申告総資産額
$5.8億
| # | 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 | 11.78% | +1.16% | — | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 10.70% | — | +27.51% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 10.30% | -13.97% | EXIT | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 9.18% | +12.86% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 8.84% | -6.79% | EXIT | |
| 6 | AAPL | Apple INC | 株式-IT | 8.37% | — | +33.60% | |
| 7 | NOW | Servicenow INC | 株式-IT | 8.26% | — | — | |
| 8 | CRM | Salesforce INC | 株式-IT | 7.59% | — | — | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 6.76% | — | — | |
| 10 | PLTR | Palantir Technologies Inc-a | 株式-IT | 6.36% | — | — | |
| 11 | SPLKCHF | Splunk INC | 株式-その他 | 5.97% | — | — | |
| 12 | MTCH | Match Group INC | 株式-通信サービス | 5.89% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +3.7% | +56.25% | 増加 |
| 2 | MSFT | Microsoft CORP | +3.3% | +43.96% | 増加 |
| 3 | PYPL | Paypal Holdings INC | +3% | +27.51% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +2.2% | — | 変化なし |
| 5 | AAPL | Apple INC | +1.9% | +33.60% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.6% | — | 変化なし |
| 7 | CRM | Salesforce INC | 0% | — | 変化なし |
| 8 | MTCH | Match Group INC | -0.3% | — | 変化なし |
| 9 | NOW | Servicenow INC | -0.4% | — | 変化なし |
| 10 | AMD | Advanced Micro Devices | -0.8% | — | 変化なし |
| 11 | SPLKCHF | Splunk INC | -1.2% | — | 変化なし |
| 12 | GPN | Global Payments INC | — | EXIT | 全売却 |
| 13 | NEM | Newmont CORP | — | EXIT | 全売却 |
| 14 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 15 | ABX | Barrick Gold CORP | — | EXIT | 全売却 |