上場・非上場市場で技術革新に投資する運用。13Fで見えるのは公開保有の一部。
2026-Q2の公開保有銘柄
- GOOGL
- GOOG
- MSFT
- AMZN
- META
- V
- NFLX
- HERTZ GLOBAL HLDGS INC
- Natera Inc
- TSM
- AMD
- HUT
- Caris Life Sciences Inc
- Equinix Inc
- LRCX
- CVNA
- RDDT
- MU
- AVGO
- INTC
- NVDA
- ASML
- QCOM
- SPCX
- DASH
- TSLA
- FORGENT POWER SOLUTIONS INC
- CBRS
- MASTEC INC
- CONSTELLATION ENERGY CORP
- AMAT
- GEV
- SPOT
- NU HLDGS LTD
- CHIME FINL INC
- APP
- COMFORT SYS USA INC
- C H ROBINSON WORLDWIDE IN
- ARGAN INC
- INTUITIVE SURGICAL INC
- PAYPAL HLDGS INC
- GENERAC HLDGS INC
- ENPHASE ENERGY INC