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 | 8.60% | +0.14% | -7.33% | |
| 2 | ✓ | Tesla, Inc. | 株式-その他 | 6.54% | -1.20% | -2.69% | |
| 3 | ✓ | MercadoLibre, Inc. | 株式-その他 | 5.68% | -0.54% | -6.41% | |
| 4 | ✓ | Meta Platforms, Inc. | 株式-その他 | 5.39% | -1.18% | -0.46% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.33% | -0.55% | -8.69% | |
| 6 | ✓ | The Trade Desk, Inc. | 株式-その他 | 5.06% | -1.02% | -2.06% | |
| 7 | ✓ | Shopify Inc. | 株式-その他 | 4.70% | -1.53% | -1.50% | |
| 8 | ✓ | Axon Enterprise, Inc. | 株式-その他 | 4.07% | -0.76% | -2.08% | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 3.52% | — | -2.20% | |
| 10 | ✓ | ServiceNow Inc. | 株式-その他 | 3.19% | -1.01% | +5.47% | |
| 11 | ✓ | Uber Technologies, Inc. | 株式-その他 | 3.06% | -0.16% | -3.63% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.99% | -0.03% | +0.13% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.42% | +0.63% | +0.00% | |
| 14 | ✓ | Alphabet Inc. | 株式-その他 | 2.39% | +0.35% | -9.29% | |
| 15 | ✓ | Netflix, Inc. | 株式-その他 | 2.30% | +0.07% | -6.81% | |
| 16 | ✓ | Exact Sciences CORP | 株式-その他 | 2.05% | -0.68% | EXIT | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.88% | -0.74% | -9.96% | |
| 18 | ✓ | CrowdStrike Holdings, Inc. | 株式-その他 | 1.70% | -0.47% | +11.76% | |
| 19 | FSLR | First Solar INC | 株式-IT | 1.65% | — | -3.59% | |
| 20 | WING | Wingstop INC | 株式-一般消費財 | 1.46% | -0.24% | -2.37% | |
| 21 | ✓ | e.l.f. Beauty | 株式-その他 | 1.46% | — | +66.99% | |
| 22 | ✓ | ASML Holding N.V. | 株式-その他 | 1.40% | — | -7.11% | |
| 23 | ✓ | Broadcom Inc. | 株式-その他 | 1.34% | +0.37% | +894.90% | |
| 24 | ✓ | Zillow Group, Inc. | 株式-その他 | 1.29% | -0.78% | -2.76% | |
| 25 | TOST | Toast Inc-class A | 株式-IT | 1.25% | -0.11% | +11.76% | |
| 26 | NTRA | Natera INC | 株式-ヘルスケア | 1.24% | -0.15% | -4.21% | |
| 27 | ✓ | Spotify Technology SA | 株式-その他 | 1.23% | -0.15% | +6.22% | |
| 28 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.18% | — | +11.28% | |
| 29 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.13% | — | -8.06% | |
| 30 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.00% | -0.15% | -5.56% | |
| 31 | CDNS | Cadence Design Sys INC | 株式-IT | 0.98% | — | -3.23% | |
| 32 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.83% | +0.94% | -17.42% | |
| 33 | ✓ | On Holding AG | 株式-その他 | 0.71% | -0.11% | -6.77% | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.68% | +0.17% | +1.71% | |
| 35 | SNOW | Snowflake INC | 株式-IT | 0.66% | -0.25% | -58.78% | |
| 36 | ✓ | Oracle Corporation | 株式-その他 | 0.58% | -0.28% | -0.55% | |
| 37 | ✓ | Datadog INC Cl A Com | 株式-その他 | 0.54% | -0.02% | -0.59% | |
| 38 | ANETEUR | Arista Networks INC | 株式-その他 | 0.51% | — | — | |
| 39 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.50% | — | — | |
| 40 | ✓ | Mongodb Inc Cl A | 株式-その他 | 0.45% | — | -15.15% | |
| 41 | ✓ | Evolent Health, Inc. | 株式-その他 | 0.45% | — | -2.63% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.43% | — | +4.56% | |
| 43 | ✓ | Symbotic Inc. | 株式-その他 | 0.40% | — | +20.58% | |
| 44 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.40% | — | +0.25% | |
| 45 | HUBS | Hubspot INC | 株式-IT | 0.40% | — | -36.33% | |
| 46 | ✓ | Dell Technologies Inc. | 株式-その他 | 0.37% | — | — | |
| 47 | ✓ | Adobe Inc. | 株式-その他 | 0.33% | — | — | |
| 48 | INTU | Intuit INC | 株式-IT | 0.32% | -0.06% | +1.75% | |
| 49 | ✓ | Visa Inc. | 株式-その他 | 0.30% | — | -40.86% | |
| 50 | AMAT | Applied Materials INC | 株式-IT | 0.30% | +0.37% | — |