CIK: 0001697814
申告総資産額
$1.5億
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 43.55% | -33.31% | -11.76% | |
| 2 | QCOM | Qualcomm INC | 株式-IT | 23.14% | -5.05% | +53.38% | |
| 3 | MU | Micron Technology INC | 株式-IT | 14.65% | +0.14% | -32.27% | |
| 4 | BABA 0.5 06-01-31 | Alibaba Group Holding | 株式-一般消費財 | 5.05% | +5.14% | -34.19% | |
| 5 | BEKE | Ke Holdings Inc-adr | 株式-その他 | 3.83% | — | — | |
| 6 | JD 0.25 06-01-29 | Jd.com INC | 株式-一般消費財 | 3.56% | +9.22% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.15% | — | +8.19% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.36% | +4.07% | -11.89% | |
| 9 | AMKR | Amkor Technology INC | 株式-IT | 0.79% | +0.55% | -84.02% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.70% | — | — | |
| 11 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.63% | — | — | |
| 12 | AVGO | Broadcom INC | 株式-IT | 0.44% | +1.59% | — | |
| 13 | SMCI 3.5 03-01-29 | Super Micro Computer INC | 株式-IT | 0.16% | +0.33% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +14.9% | -11.76% | 増加 |
| 2 | NVDA | Nvidia CORP | +0.7% | -11.89% | 増加 |
| 3 | HPE | Hewlett Packard Enterprise | -0.1% | — | 変化なし |
| 4 | SMCI 3.5 03-01-29 | Super Micro Computer INC | -0.1% | — | 変化なし |
| 5 | AVGO | Broadcom INC | -0.1% | — | 減少 |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | -1% | +8.19% | 増加 |
| 7 | QCOM | Qualcomm INC | -3% | +53.38% | 増加 |
| 8 | BEKE | Ke Holdings Inc-adr | -3.3% | — | 変化なし |
| 9 | MU | Micron Technology INC | -4% | -32.27% | 減少 |
| 10 | AMKR | Amkor Technology INC | -5% | -84.02% | 減少 |
| 11 | AAPL | Apple INC | -5.2% | — | 減少 |
| 12 | BABA 0.5 06-01-31 | Alibaba Group Holding | — | NEW | 新規購入 |
| 13 | JD 0.25 06-01-29 | Jd.com INC | — | NEW | 新規購入 |
| 14 | BZ | Kanzhun LTD - Adr | — | EXIT | 全売却 |