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 | 10.10% | +0.14% | -6.52% | |
| 2 | ✓ | Tesla, Inc. | 株式-その他 | 7.46% | -1.20% | -10.47% | |
| 3 | ✓ | Shopify Inc. | 株式-その他 | 5.93% | -1.53% | -11.21% | |
| 4 | ✓ | Meta Platforms, Inc. | 株式-その他 | 5.53% | -1.18% | -3.80% | |
| 5 | ✓ | Axon Enterprise, Inc. | 株式-その他 | 5.15% | -0.76% | -5.64% | |
| 6 | ✓ | MercadoLibre, Inc. | 株式-その他 | 4.83% | -0.54% | -4.63% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.30% | -0.55% | -9.70% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.03% | -1.42% | |
| 9 | ✓ | Alphabet Inc. | 株式-その他 | 3.01% | +0.35% | +0.00% | |
| 10 | ✓ | Uber Technologies, Inc. | 株式-その他 | 2.52% | -0.16% | -12.26% | |
| 11 | ✓ | ServiceNow Inc. | 株式-その他 | 2.47% | -1.01% | -6.71% | |
| 12 | ✓ | Netflix, Inc. | 株式-その他 | 2.39% | +0.07% | -13.69% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.36% | +0.63% | +0.03% | |
| 14 | ✓ | CrowdStrike Holdings, Inc. | 株式-その他 | 2.32% | -0.47% | -7.32% | |
| 15 | ✓ | Broadcom Inc. | 株式-その他 | 2.00% | +0.37% | +0.06% | |
| 16 | ✓ | The Trade Desk, Inc. | 株式-その他 | 1.96% | -1.02% | -5.21% | |
| 17 | ✓ | Spotify Technology SA | 株式-その他 | 1.89% | -0.15% | -9.32% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 1.86% | — | -1.00% | |
| 19 | SNOW | Snowflake INC | 株式-IT | 1.61% | -0.25% | +22.41% | |
| 20 | TOST | Toast Inc-class A | 株式-IT | 1.50% | -0.11% | -1.80% | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 1.43% | -0.74% | -11.79% | |
| 22 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.37% | — | +4.71% | |
| 23 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.34% | +0.94% | +75.99% | |
| 24 | NTRA | Natera INC | 株式-ヘルスケア | 1.23% | -0.15% | -2.81% | |
| 25 | ✓ | e.l.f. Beauty | 株式-その他 | 1.20% | — | -7.12% | |
| 26 | ✓ | Zillow Group, Inc. | 株式-その他 | 1.19% | -0.78% | -3.98% | |
| 27 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.15% | -0.15% | -3.25% | |
| 28 | ✓ | Exact Sciences CORP | 株式-その他 | 1.03% | -0.68% | EXIT | |
| 29 | RKLB | Rocket Lab CORP | 株式-資本財 | 0.97% | +0.20% | -3.46% | |
| 30 | MU | Micron Technology INC | 株式-IT | 0.96% | +0.17% | -3.13% | |
| 31 | ✓ | Alphabet Inc. | 株式-その他 | 0.93% | +0.13% | +4695.24% | |
| 32 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.90% | — | +9.96% | |
| 33 | ✓ | Quanta Services, Inc. | 株式-その他 | 0.88% | +0.61% | -1.75% | |
| 34 | ✓ | Vertiv Holdings Co Cl A | 株式-その他 | 0.88% | +0.91% | +233.28% | |
| 35 | ✓ | Oracle Corporation | 株式-その他 | 0.86% | -0.28% | -3.92% | |
| 36 | WING | Wingstop INC | 株式-一般消費財 | 0.74% | -0.24% | -8.31% | |
| 37 | ✓ | Samsara INC | 株式-その他 | 0.72% | -0.02% | +4.53% | |
| 38 | ANET | Arista Networks INC | 株式-IT | 0.70% | — | — | |
| 39 | ✓ | Datadog INC Cl A Com | 株式-その他 | 0.57% | -0.02% | -1.68% | |
| 40 | ✓ | Transmedics Group INC | 株式-その他 | 0.56% | — | +112.73% | |
| 41 | ✓ | On Holding AG | 株式-その他 | 0.53% | -0.11% | +1.33% | |
| 42 | ✓ | Ares Management CORP | 株式-その他 | 0.50% | -0.39% | +6.72% | |
| 43 | APH | Amphenol Corp-cl A | 株式-IT | 0.43% | — | +0.94% | |
| 44 | HUBS | Hubspot INC | 株式-IT | 0.35% | — | -2.99% | |
| 45 | INTU | Intuit INC | 株式-IT | 0.34% | -0.06% | +0.08% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.34% | — | +0.18% | |
| 47 | KLAC | Kla CORP | 株式-IT | 0.31% | — | — | |
| 48 | ✓ | Booking Holdings Inc. | 株式-その他 | 0.31% | -0.15% | -2.49% | |
| 49 | ✓ | Dell Technologies Inc. | 株式-その他 | 0.31% | — | — | |
| 50 | AMAT | Applied Materials INC | 株式-IT | 0.28% | +0.37% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | NVIDIA Corporation | +1.9% | -6.52% | 減少 |
| 2 | ✓ | Tesla, Inc. | +1.1% | -10.47% | 減少 |
| 3 | ✓ | Alphabet Inc. | +0.9% | +4695.24% | 増加 |
| 4 | MPWR | Monolithic Power Systems INC | +0.7% | +75.99% | 増加 |
| 5 | ✓ | Vertiv Holdings Co Cl A | +0.7% | +233.28% | 増加 |
| 6 | ✓ | Alphabet Inc. | +0.5% | +0.00% | 減少 |
| 7 | SNOW | Snowflake INC | +0.5% | +22.41% | 増加 |
| 8 | ✓ | Broadcom Inc. | +0.5% | +0.06% | 減少 |
| 9 | ✓ | Shopify Inc. | +0.3% | -11.21% | 減少 |
| 10 | MU | Micron Technology INC | +0.3% | -3.13% | 減少 |
| 11 | ✓ | Oracle Corporation | +0.3% | -3.92% | 減少 |
| 12 | ANET | Arista Networks INC | +0.2% | — | 減少 |
| 13 | ✓ | Quanta Services, Inc. | +0.2% | -1.75% | 増加 |
| 14 | ✓ | Samsara INC | +0.2% | +4.53% | 増加 |
| 15 | ✓ | e.l.f. Beauty | +0.2% | -7.12% | 減少 |
| 16 | ✓ | +0.2% | -5.37% | 減少 | |
| 17 | APH | Amphenol Corp-cl A | +0.2% | +0.94% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | -1.42% | 減少 |
| 19 | ARM | Arm Holdings Plc-adr | +0.1% | +4.71% | 増加 |
| 20 | BE | Bloom Energy Corp- A | +0.1% | -11.38% | 減少 |
| 21 | ✓ | Nebius Group N V | +0.1% | -17.64% | 減少 |
| 22 | ✓ | Datadog INC Cl A Com | +0.1% | -1.68% | 減少 |
| 23 | KLAC | Kla CORP | +0.1% | — | 変化なし |
| 24 | DXCM | Dexcom INC | 0% | +9.96% | 増加 |
| 25 | AMAT | Applied Materials INC | 0% | — | 変化なし |
| 26 | ✓ | ASML Holding N.V. | 0% | -0.19% | 減少 |
| 27 | VEEV | Veeva Systems Inc-class A | 0% | -3.25% | 減少 |
| 28 | ✓ | CrowdStrike Holdings, Inc. | -0.1% | -7.32% | 減少 |
| 29 | ✓ | Symbotic Inc. | -0.2% | -20.24% | 減少 |
| 30 | ✓ | Axon Enterprise, Inc. | -0.2% | -5.64% | 減少 |
| 31 | ✓ | Meta Platforms, Inc. | -0.2% | -3.80% | 減少 |
| 32 | HUBS | Hubspot INC | -0.2% | -2.99% | 減少 |
| 33 | ✓ | Uber Technologies, Inc. | -0.3% | -12.26% | 減少 |
| 34 | ✓ | Spotify Technology SA | -0.3% | -9.32% | 減少 |
| 35 | AAPL | Apple INC | -0.3% | +0.03% | 減少 |
| 36 | AMD | Advanced Micro Devices | -0.4% | -1.00% | 減少 |
| 37 | PANW | Palo Alto Networks INC | -0.6% | -11.79% | 減少 |
| 38 | ✓ | Netflix, Inc. | -0.7% | -13.69% | 減少 |
| 39 | ABNB | Airbnb Inc-class A | -0.9% | -99.35% | 減少 |
| 40 | ✓ | MercadoLibre, Inc. | -0.9% | -4.63% | 減少 |
| 41 | ✓ | The Trade Desk, Inc. | -0.9% | -5.21% | 減少 |
| 42 | RKLB | Rocket Lab CORP | — | NEW | 新規購入 |
| 43 | ✓ | Transmedics Group INC | — | NEW | 新規購入 |
| 44 | CWAN | Clearwater Analytics Holdings, Inc. | — | EXIT | 全売却 |
| 45 | ✓ | Procore Technologies INC | — | EXIT | 全売却 |
| 46 | RGEN | Repligen CORP | — | EXIT | 全売却 |
| 47 | ✓ | AppLovin Corporation | — | NEW | 新規購入 |
| 48 | ✓ | Adobe Inc. | — | EXIT | 全売却 |
| 49 | ✓ | Mirion Technologies INC Com Cl | — | NEW | 新規購入 |
| 50 | ✓ | Makemytrip Limited | — | NEW | 新規購入 |