코투 매니지먼트

• 1

  TAIWAN SEMICONDUCTOR MANUFAC

  8,914,995주 · 비중 8.8%

  $4.3B
• 2

  LRCX · LAM RESEARCH CORP

  9,441,603주 · 비중 8.4%

  $4.1B
• 3

  MU · MICRON TECHNOLOGY INC

  3,142,269주 · 비중 7.5%

  $3.6B
• 4

  SPACE EXPLORATION TECHN CORP

  18,561,780주 · 비중 6.5%

  $3.2B
• 5

  APPLIED MATLS INC

  4,213,483주 · 비중 6.3%

  $3.0B
• 6

  GEV · GE VERNOVA INC

  2,558,164주 · 비중 6.2%

  $3.0B
• 7

  AMZN · AMAZON COM INC

  11,834,799주 · 비중 5.8%

  $2.8B
• 8

  AVGO · BROADCOM INC

  5,846,831주 · 비중 4.5%

  $2.2B
• 9

  ETN · EATON CORP PLC

  4,968,415주 · 비중 4.4%

  $2.1B
• 10

  GOOG · ALPHABET INC

  4,856,251주 · 비중 3.6%

  $1.7B
• 11

  INTC · INTEL CORP

  12,084,027주 · 비중 3.5%

  $1.7B
• 12

  CBRS · CEREBRAS SYSTEMS INC

  7,011,028주 · 비중 3.2%

  $1.5B
• 13

  META · META PLATFORMS INC

  2,526,048주 · 비중 2.9%

  $1.4B
• 14

  EQIX · EQUINIX INC

  1,273,517주 · 비중 2.7%

  $1.3B
• 15

  NVDA · NVIDIA CORPORATION

  6,055,197주 · 비중 2.5%

  $1.2B
• 16

  CEG · CONSTELLATION ENERGY CORP

  4,632,475주 · 비중 2.4%

  $1.2B
• 17

  FPS · FORGENT POWER SOLUTIONS INC

  20,501,387주 · 비중 2.4%

  $1.1B
• 18

  HUT · HUT 8 CORP

  9,715,476주 · 비중 2.3%

  $1.1B
• 19

  MSFT · MICROSOFT CORP

  2,936,409주 · 비중 2.3%

  $1.1B
• 20

  NTRA · NATERA INC

  2,505,090주 · 비중 1.4%

  $680M
• 21

  APP · APPLOVIN CORP

  1,171,189주 · 비중 1.2%

  $603M
• 22

  SPOT · SPOTIFY TECHNOLOGY S A

  1,310,632주 · 비중 1.2%

  $602M
• 23

  ASML HLDG NV

  295,406주 · 비중 1.2%

  $588M
• 24

  RDDT · REDDIT INC

  2,789,891주 · 비중 1.0%

  $484M
• 25

  NU HLDGS LTD

  29,333,576주 · 비중 0.8%

  $392M
• 26

  NFLX · NETFLIX INC.

  4,710,420주 · 비중 0.7%

  $336M
• 27

  GOOG · ALPHABET INC

  908,395주 · 비중 0.7%

  $321M
• 28

  ISRG · INTUITIVE SURGICAL INC

  793,704주 · 비중 0.6%

  $316M
• 29

  FIRST CTZNS BANCSHARES INC D

  139,498주 · 비중 0.6%

  $290M
• 30

  VRT · VERTIV HOLDINGS CO

  806,594주 · 비중 0.6%

  $270M
• 31

  QUALCOMM INC

  1,387,312주 · 비중 0.5%

  $256M
• 32

  CVNA · CARVANA CO

  3,278,865주 · 비중 0.4%

  $216M
• 33

  MTZ · MASTEC INC

  517,250주 · 비중 0.4%

  $215M
• 34

  CAI · CARIS LIFE SCIENCES INC

  9,819,992주 · 비중 0.4%

  $175M
• 35

  SNPS · SYNOPSYS INC

  317,465주 · 비중 0.3%

  $142M
• 36

  GENERAC HLDGS INC

  390,513주 · 비중 0.2%

  $114M
• 37

  SPROUTS FMRS MKT INC

  1,203,773주 · 비중 0.2%

  $102M
• 38

  DASH · DOORDASH INC

  524,792주 · 비중 0.2%

  $97M
• 39

  ENPH · ENPHASE ENERGY INC

  1,556,941주 · 비중 0.2%

  $77M
• 40

  BOOZ ALLEN HAMILTON HLDG COR

  1,083,410주 · 비중 0.1%

  $66M
• 41

  AMD · ADVANCED MICRO DEVICES INC

  95,987주 · 비중 0.1%

  $56M
• 42

  PAYPAL HLDGS INC

  1,243,590주 · 비중 0.1%

  $54M
• 43

  NVAX · NOVAVAX INC

  3,836,986주 · 비중 0.1%

  $36M
• 44

  COMFORT SYS USA INC

  17,793주 · 비중 0.1%

  $35M
• 45

  QS · QUANTUMSCAPE CORP

  4,294,995주 · 비중 0.1%

  $32M
• 46

  UPSTART HLDGS INC

  870,947주 · 비중 0.1%

  $31M
• 47

  AGX · ARGAN INC

  36,101주 · 비중 0.1%

  $29M
• 48

  TSLA · TESLA INC

  59,963주 · 비중 0.1%

  $25M
• 49

  PINS · PINTEREST INC

  1,197,780주 · 비중 0.1%

  $25M
• 50

  TTD · THE TRADE DESK INC

  1,387,089주 · 비중 0.1%

  $25M
• 51

  Z · ZILLOW GROUP INC

  739,700주 · 비중 0.0%

  $23M
• 52

  ABR · ARBOR REALTY TRUST INC

  4,196,885주 · 비중 0.0%

  $23M
• 53

  PATH · UIPATH INC

  1,961,365주 · 비중 0.0%

  $21M
• 54

  MPT · MEDICAL PROPERTIES TRUST INC

  4,525,398주 · 비중 0.0%

  $21M
• 55

  RNG · RINGCENTRAL INC

  411,351주 · 비중 0.0%

  $16M
• 56

  PTON · PELOTON INTERACTIVE INC

  2,500,000주 · 비중 0.0%

  $15M
• 57

  Z · ZILLOW GROUP INC

  328,189주 · 비중 0.0%

  $10M
• 58

  PLUG PWR INC

  2,545,243주 · 비중 0.0%

  $7M
• 59

  SFIX · STITCH FIX INC

  735,373주 · 비중 0.0%

  $3M
• 60

  OLAPLEX HLDGS INC

  1,264,968주 · 비중 0.0%

  $3M
• 61

  LCID · LUCID GROUP INC

  295,393주 · 비중 0.0%

  $2M
• 62

  CHPT · CHARGEPOINT HOLDINGS INC

  154,086주 · 비중 0.0%

  $1M
• 63

  HERTZ GLOBAL HLDGS INC

  468,814주 · 비중 0.0%

  $1M
• 64

  AMC ENTMT HLDGS INC

  228,136주 · 비중 0.0%

  $0M
• 65

  HERTZ GLOBAL HLDGS INC

  106,823주 · 비중 0.0%

  $0M
• 66

  BYND · BEYOND MEAT INC

  299,885주 · 비중 0.0%

  $0M

13F는 분기 종료 후 최대 45일 뒤 공시되므로 현재 보유와 다를 수 있습니다. 투자 참고용 정보입니다.