CIK: 0001756558
申告総資産額
$27.2億
| # | 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 | GE | General Electric | 株式-資本財 | 20.56% | +1.03% | +193.04% | |
| 2 | ADBE | Adobe INC | 株式-IT | 10.48% | — | +266.28% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 7.00% | +0.31% | +70.05% | |
| 4 | TKO | Tko Group Holdings INC | 株式-通信サービス | 6.84% | -2.75% | +100.91% | |
| 5 | WAB | Wabtec CORP | 株式-資本財 | 6.25% | — | +18.69% | |
| 6 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 5.11% | — | +33.07% | |
| 7 | TOST | Toast Inc-class A | 株式-IT | 5.03% | -2.60% | +40.90% | |
| 8 | 0C3 | Endeavor Group Hold-class A | 株式-その他 | 5.00% | — | -16.39% | |
| 9 | VMC | Vulcan Materials Co | 株式-素材 | 4.66% | — | +8.17% | |
| 10 | PCOR | Procore Technologies INC | 株式-IT | 4.58% | -0.09% | -13.64% | |
| 11 | CRM | Salesforce INC | 株式-IT | 4.50% | -2.99% | EXIT | |
| 12 | AMAT | Applied Materials INC | 株式-IT | 4.29% | +3.64% | -14.19% | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 3.88% | — | +2.16% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 3.34% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | +0.57% | -22.96% | |
| 16 | TRU | Transunion | 株式-金融 | 2.13% | -4.20% | EXIT | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.84% | +0.28% | — | |
| 18 | KKR | Kkr & Co INC | 株式-金融 | 1.04% | — | — | |
| 19 | ✓ | 株式-その他 | 0.97% | — | — | ||
| 20 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.18% | — | -14.40% |