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 | 9.64% | +0.14% | +607.45% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.17% | -0.55% | -5.88% | |
| 3 | ✓ | Tesla, Inc. | 株式-その他 | 5.19% | -1.20% | +0.88% | |
| 4 | ✓ | MercadoLibre, Inc. | 株式-その他 | 4.96% | -0.54% | -0.22% | |
| 5 | ✓ | Meta Platforms, Inc. | 株式-その他 | 4.87% | -1.18% | -0.64% | |
| 6 | ✓ | The Trade Desk, Inc. | 株式-その他 | 4.70% | -1.02% | -6.06% | |
| 7 | ✓ | Shopify Inc. | 株式-その他 | 4.01% | -1.53% | +11.46% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 3.64% | — | -4.01% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.03% | -0.97% | |
| 10 | ✓ | Uber Technologies, Inc. | 株式-その他 | 3.14% | -0.16% | -6.23% | |
| 11 | ✓ | Axon Enterprise, Inc. | 株式-その他 | 3.12% | -0.76% | -0.14% | |
| 12 | ✓ | Alphabet Inc. | 株式-その他 | 2.95% | +0.35% | -6.35% | |
| 13 | ✓ | ServiceNow Inc. | 株式-その他 | 2.71% | -1.01% | +0.40% | |
| 14 | ✓ | Netflix, Inc. | 株式-その他 | 2.39% | +0.07% | -3.71% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.23% | +0.63% | +10.55% | |
| 16 | ✓ | CrowdStrike Holdings, Inc. | 株式-その他 | 2.12% | -0.47% | -2.17% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 2.11% | -0.74% | -16.65% | |
| 18 | SNOW | Snowflake INC | 株式-IT | 1.91% | -0.25% | -2.66% | |
| 19 | ✓ | ASML Holding N.V. | 株式-その他 | 1.89% | — | +2.97% | |
| 20 | ✓ | e.l.f. Beauty | 株式-その他 | 1.72% | — | -2.95% | |
| 21 | FSLR | First Solar INC | 株式-IT | 1.58% | — | -11.51% | |
| 22 | WING | Wingstop INC | 株式-一般消費財 | 1.55% | -0.24% | -6.34% | |
| 23 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.50% | — | -5.66% | |
| 24 | ✓ | Exact Sciences CORP | 株式-その他 | 1.32% | -0.68% | EXIT | |
| 25 | ✓ | Broadcom Inc. | 株式-その他 | 1.28% | +0.37% | +17.46% | |
| 26 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.24% | — | +86.68% | |
| 27 | CDNS | Cadence Design Sys INC | 株式-IT | 1.17% | — | -0.86% | |
| 28 | NTRA | Natera INC | 株式-ヘルスケア | 1.13% | -0.15% | -0.38% | |
| 29 | TOST | Toast Inc-class A | 株式-IT | 1.04% | -0.11% | +26.64% | |
| 30 | ✓ | Spotify Technology SA | 株式-その他 | 1.01% | -0.15% | — | |
| 31 | ✓ | Zillow Group, Inc. | 株式-その他 | 0.98% | -0.78% | -14.38% | |
| 32 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.95% | -0.15% | -3.87% | |
| 33 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.91% | +0.94% | -1.68% | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.86% | +0.17% | -1.35% | |
| 35 | HUBS | Hubspot INC | 株式-IT | 0.70% | — | +58.83% | |
| 36 | ✓ | Datadog INC Cl A Com | 株式-その他 | 0.62% | -0.02% | +2.58% | |
| 37 | ✓ | On Holding AG | 株式-その他 | 0.60% | -0.11% | -8.94% | |
| 38 | ✓ | Mongodb Inc Cl A | 株式-その他 | 0.51% | — | -1.07% | |
| 39 | ✓ | Visa Inc. | 株式-その他 | 0.50% | — | +21.09% | |
| 40 | ✓ | Oracle Corporation | 株式-その他 | 0.50% | -0.28% | -0.06% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.50% | — | +25.83% | |
| 42 | ✓ | Symbotic Inc. | 株式-その他 | 0.49% | — | +80.97% | |
| 43 | ANETEUR | Arista Networks INC | 株式-その他 | 0.48% | — | +0.56% | |
| 44 | ✓ | Dell Technologies Inc. | 株式-その他 | 0.44% | — | +275.00% | |
| 45 | ✓ | Adobe Inc. | 株式-その他 | 0.36% | — | -33.63% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.35% | +0.37% | — | |
| 47 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.35% | — | -1.50% | |
| 48 | INTU | Intuit INC | 株式-IT | 0.34% | -0.06% | -0.29% | |
| 49 | KLAC | Kla CORP | 株式-IT | 0.32% | — | — | |
| 50 | ✓ | Evolent Health, Inc. | 株式-その他 | 0.32% | — | +36.73% |