初期の参考分類は「グロース」。詳細な公式運用方針との照合は未完了です。
2026-Q2の公開保有銘柄
- GOOGL
- COF
- BROOKFIELD CORP
- V
- MA
- TSM
- STX
- SE
- HUT
- LIN
- Entegris Inc
- CVNA
- VISTRA CORP
- ASML
- GLW
- NEBIUS GROUP N.V.
- MDLN
- INTERACTIVE BROKERS GROUP IN
- KKR
- MASTEC INC
- CARPENTER TECHNOLOGY CORP
- TALEN ENERGY CORP
- AMAT
- SPOT
- NU HLDGS LTD
- APP
- AMPHENOL CORP
- CIENA CORP
- BOSTON SCIENTIFIC CORP
- STERLING INFRASTRUCTURE INC
- ARGAN INC
- BKNG
- PERFORMANCE FOOD GROUP CO
- US FOODS HLDG CORP
- TDG
- LPL FINL HLDGS INC
- HILTON WORLDWIDE HLDGS INC
- TTM TECHNOLOGIES INC
- HOME DEPOT INC