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 | 34.56% | +12.86% | -6.27% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 13.97% | -13.97% | EXIT | |
| 3 | LRCX | Lam Research CORP | 株式-IT | 11.72% | +5.86% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 11.18% | +1.16% | -44.50% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 8.80% | +2.96% | — | |
| 6 | QBTS | D-wave Quantum INC | 株式-IT | 7.25% | -7.25% | EXIT | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 6.79% | -6.79% | EXIT | |
| 8 | IONQ | Ionq INC | 株式-IT | 3.42% | -3.42% | EXIT | |
| 9 | ASML | ASML Holding N.V. | 株式-IT | 2.30% | +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 | AMZN | Amazon.com INC | +7.4% | +89.84% | 増加 |
| 2 | LRCX | Lam Research CORP | +3.2% | — | 変化なし |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | — | 変化なし |
| 4 | ASML | ASML Holding N.V. | +0.4% | — | 変化なし |
| 5 | NVDA | Nvidia CORP | +0.2% | -6.27% | 減少 |
| 6 | GOOGL | Alphabet Inc-cl A | -3.4% | -44.50% | 減少 |
| 7 | MSFT | Microsoft CORP | -13.3% | -66.33% | 減少 |
| 8 | QBTS | D-wave Quantum INC | — | NEW | 新規購入 |
| 9 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 10 | IONQ | Ionq INC | — | NEW | 新規購入 |