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 | ✓ | NVIDIA Corporation | 株式-その他 | 7.10% | +0.14% | -4.97% | |
| 2 | ✓ | Tesla, Inc. | 株式-その他 | 6.55% | -1.20% | -5.21% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.86% | -0.55% | -3.68% | |
| 4 | ✓ | MercadoLibre, Inc. | 株式-その他 | 5.11% | -0.54% | -5.13% | |
| 5 | ✓ | Shopify Inc. | 株式-その他 | 4.67% | -1.53% | -6.64% | |
| 6 | ✓ | The Trade Desk, Inc. | 株式-その他 | 4.17% | -1.02% | -5.74% | |
| 7 | ✓ | Meta Platforms, Inc. | 株式-その他 | 3.67% | -1.18% | +2.37% | |
| 8 | ✓ | Uber Technologies, Inc. | 株式-その他 | 3.65% | -0.16% | -10.96% | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 3.49% | — | -2.40% | |
| 10 | ✓ | Axon Enterprise, Inc. | 株式-その他 | 3.08% | -0.76% | +0.88% | |
| 11 | SNOW | Snowflake INC | 株式-IT | 3.04% | -0.25% | -3.12% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.79% | -0.03% | -8.58% | |
| 13 | ✓ | Alphabet Inc. | 株式-その他 | 2.72% | +0.35% | -1.97% | |
| 14 | ✓ | ServiceNow Inc. | 株式-その他 | 2.66% | -1.01% | -4.91% | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 2.31% | -0.74% | -6.78% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.26% | +0.63% | -7.56% | |
| 17 | ✓ | Netflix, Inc. | 株式-その他 | 2.06% | +0.07% | -2.59% | |
| 18 | ✓ | Exact Sciences CORP | 株式-その他 | 1.92% | -0.68% | EXIT | |
| 19 | ✓ | Doubleverify Holdings INC | 株式-その他 | 1.84% | — | +3.01% | |
| 20 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.69% | — | -13.75% | |
| 21 | ✓ | CrowdStrike Holdings, Inc. | 株式-その他 | 1.63% | -0.47% | -2.78% | |
| 22 | ✓ | Zillow Group, Inc. | 株式-その他 | 1.59% | -0.78% | -5.19% | |
| 23 | ✓ | Global-e Online | 株式-その他 | 1.58% | — | +3.81% | |
| 24 | FSLR | First Solar INC | 株式-IT | 1.33% | — | +36.79% | |
| 25 | BILL | Bill Holdings INC | 株式-IT | 1.32% | — | -8.42% | |
| 26 | ✓ | e.l.f. Beauty | 株式-その他 | 1.31% | — | +98.28% | |
| 27 | ✓ | ASML Holding N.V. | 株式-その他 | 1.24% | — | -7.83% | |
| 28 | CDNS | Cadence Design Sys INC | 株式-IT | 1.17% | — | -0.15% | |
| 29 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.15% | -0.15% | -0.70% | |
| 30 | WING | Wingstop INC | 株式-一般消費財 | 1.13% | -0.24% | -2.17% | |
| 31 | ✓ | Mongodb Inc Cl A | 株式-その他 | 1.02% | — | -2.18% | |
| 32 | ✓ | Adobe Inc. | 株式-その他 | 0.80% | — | -10.46% | |
| 33 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.77% | +0.94% | +3.03% | |
| 34 | ✓ | Broadcom Inc. | 株式-その他 | 0.77% | +0.37% | — | |
| 35 | NTRA | Natera INC | 株式-ヘルスケア | 0.63% | -0.15% | +0.95% | |
| 36 | TOST | Toast Inc-class A | 株式-IT | 0.59% | -0.11% | +148.03% | |
| 37 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.54% | — | +1.05% | |
| 38 | ✓ | Paylocity Holding Corporation | 株式-その他 | 0.53% | — | -30.99% | |
| 39 | ✓ | Dlocal Ltd/Uruguay | 株式-その他 | 0.51% | — | +58.06% | |
| 40 | ✓ | On Holding AG | 株式-その他 | 0.50% | -0.11% | -1.26% | |
| 41 | MU | Micron Technology INC | 株式-IT | 0.49% | +0.17% | — | |
| 42 | ✓ | NXP Semiconductors N.V. | 株式-その他 | 0.48% | +0.28% | — | |
| 43 | ✓ | Datadog INC Cl A Com | 株式-その他 | 0.46% | -0.02% | +5.64% | |
| 44 | ✓ | Oracle Corporation | 株式-その他 | 0.44% | -0.28% | -12.34% | |
| 45 | ✓ | Visa Inc. | 株式-その他 | 0.44% | — | -11.11% | |
| 46 | ✓ | Sprout Social, INC. | 株式-その他 | 0.40% | — | -3.26% | |
| 47 | APH | Amphenol Corp-cl A | 株式-IT | 0.35% | — | -6.47% | |
| 48 | HUBS | Hubspot INC | 株式-IT | 0.35% | — | +210.38% | |
| 49 | ✓ | Salesforce, Inc. | 株式-その他 | 0.35% | — | — | |
| 50 | ✓ | Booking Holdings Inc. | 株式-その他 | 0.35% | -0.15% | -10.97% |