CIK: 0001276918
申告総資産額
$34.8億
| # | 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 | ✓ | Tesla, Inc. | 株式-その他 | 6.72% | -1.20% | -0.46% | |
| 2 | ✓ | NVIDIA Corporation | 株式-その他 | 5.96% | +0.14% | -10.16% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.93% | -0.55% | +1.78% | |
| 4 | ✓ | MercadoLibre, Inc. | 株式-その他 | 5.50% | -0.54% | -16.24% | |
| 5 | ✓ | The Trade Desk, Inc. | 株式-その他 | 5.29% | -1.02% | -7.48% | |
| 6 | ✓ | Shopify Inc. | 株式-その他 | 3.96% | -1.53% | -17.63% | |
| 7 | ✓ | Axon Enterprise, Inc. | 株式-その他 | 3.25% | -0.76% | -2.38% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.03% | -5.09% | |
| 9 | ✓ | Uber Technologies, Inc. | 株式-その他 | 2.79% | -0.16% | -2.64% | |
| 10 | SNOW | Snowflake INC | 株式-IT | 2.77% | -0.25% | +15.90% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.70% | +0.63% | -1.86% | |
| 12 | ✓ | Alphabet Inc. | 株式-その他 | 2.43% | +0.35% | -1.13% | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 2.31% | — | +71.86% | |
| 14 | ✓ | ServiceNow Inc. | 株式-その他 | 2.29% | -1.01% | +0.54% | |
| 15 | ✓ | Exact Sciences CORP | 株式-その他 | 2.25% | -0.68% | EXIT | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 2.20% | -0.74% | +11.92% | |
| 17 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 2.18% | — | -5.89% | |
| 18 | ✓ | Enphase Energy INC Com | 株式-その他 | 2.15% | — | +22.11% | |
| 19 | BILL | Bill Holdings INC | 株式-IT | 1.88% | — | +12.67% | |
| 20 | ✓ | Doubleverify Holdings INC | 株式-その他 | 1.75% | — | +2.21% | |
| 21 | ✓ | Zillow Group, Inc. | 株式-その他 | 1.61% | -0.78% | -8.11% | |
| 22 | ✓ | Netflix, Inc. | 株式-その他 | 1.54% | +0.07% | +47.30% | |
| 23 | FSLR | First Solar INC | 株式-IT | 1.54% | — | -1.42% | |
| 24 | ✓ | Sprout Social, INC. | 株式-その他 | 1.52% | — | -33.29% | |
| 25 | ✓ | Seagen INC | 株式-その他 | 1.48% | — | +0.60% | |
| 26 | ✓ | Global-e Online | 株式-その他 | 1.47% | — | -9.09% | |
| 27 | ✓ | ASML Holding N.V. | 株式-その他 | 1.40% | — | +41.40% | |
| 28 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.39% | -0.15% | -5.84% | |
| 29 | ✓ | Paylocity Holding Corporation | 株式-その他 | 1.36% | — | -0.25% | |
| 30 | XYZ | Block INC | 株式-金融 | 1.17% | — | +13.78% | |
| 31 | ON | On Semiconductor | 株式-IT | 1.09% | — | -20.92% | |
| 32 | ✓ | CrowdStrike Holdings, Inc. | 株式-その他 | 1.08% | -0.47% | -33.86% | |
| 33 | ✓ | Visa Inc. | 株式-その他 | 1.07% | — | -10.14% | |
| 34 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.01% | -1.18% | — | |
| 35 | WING | Wingstop INC | 株式-一般消費財 | 0.98% | -0.24% | +1.63% | |
| 36 | ✓ | Mongodb Inc Cl A | 株式-その他 | 0.76% | — | -46.31% | |
| 37 | ✓ | On Holding AG | 株式-その他 | 0.75% | -0.11% | -13.67% | |
| 38 | CDNS | Cadence Design Sys INC | 株式-IT | 0.75% | — | +562.36% | |
| 39 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.67% | +0.94% | +0.01% | |
| 40 | ✓ | Shoals Technology Grp, Inc. Cl | 株式-その他 | 0.63% | — | +42.84% | |
| 41 | ✓ | Fortinet, Inc. | 株式-その他 | 0.60% | — | -6.94% | |
| 42 | ✓ | Mastercard Incorporated | 株式-その他 | 0.58% | — | -29.41% | |
| 43 | ✓ | Oracle Corporation | 株式-その他 | 0.50% | -0.28% | -9.08% | |
| 44 | APH | Amphenol Corp-cl A | 株式-IT | 0.50% | — | -11.99% | |
| 45 | ✓ | CDW Corporation | 株式-その他 | 0.49% | — | +0.32% | |
| 46 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.48% | — | +1.34% | |
| 47 | ✓ | NXP Semiconductors N.V. | 株式-その他 | 0.46% | +0.28% | — | |
| 48 | NTRA | Natera INC | 株式-ヘルスケア | 0.43% | -0.15% | — | |
| 49 | MU | Micron Technology INC | 株式-IT | 0.40% | +0.17% | — | |
| 50 | INTU | Intuit INC | 株式-IT | 0.38% | -0.06% | -0.40% |