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 | NVDA | Nvidia CORP | 株式-IT | 34.39% | +12.86% | +40.79% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 20.13% | -6.79% | EXIT | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 14.59% | +1.16% | +2.07% | |
| 4 | LRCX | Lam Research CORP | 株式-IT | 8.55% | +5.86% | +42.32% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 7.54% | +2.96% | +3.49% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.53% | -13.97% | EXIT | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.33% | — | — | |
| 8 | ASML | ASML Holding N.V. | 株式-IT | 1.94% | +1.11% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +13.7% | +252.84% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +4.9% | +2.07% | 増加 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | -1% | +3.49% | 増加 |
| 4 | AMZN | Amazon.com INC | -2.5% | +18.36% | 増加 |
| 5 | NVDA | Nvidia CORP | -10.5% | +40.79% | 減少 |
| 6 | LRCX | Lam Research CORP | — | NEW | 新規購入 |
| 7 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 8 | SNOW | Snowflake INC | — | EXIT | 全売却 |
| 9 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 10 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 11 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |