主要保有銘柄 時価 株数 構成比率
WESTERN DIGITAL CORP 3% 15/11/2028 212.78 M 14.74 M 2.959%
ALIBABA GROUP HOLDING 0.5% 01/06/2031 145.28 M 105.25 M 2.020%
LUMENTUM HOLDINGS INC 0.38% 15/03/2032 104.06 M 26.70 M 1.447%
COREWEAVE INC 1.75% 01/10/2032 75.26 M 85.27 M 1.047%
BLOOM ENERGY CORP 0% 15/11/2030 74.09 M 52.75 M 1.030%
NEBIUS GROUP NV 1.25% 15/03/2031 72.35 M 55.02 M 1.006%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 66.91 M 66.91 M 0.931%
MKS INC 1.25% 01/06/2030 60.45 M 29.48 M 0.841%
CLOUDFLARE INC 0% 15/06/2030 58.57 M 42.33 M 0.815%
DOORDASH INC 0% 15/05/2030 58.35 M 57.90 M 0.812%
CIENA CORP 0% 15/09/2031 57.79 M 60.90 M 0.804%
GAMESTOP CORP 0% 15/06/2032 56.65 M 56.70 M 0.788%
WELLTOWER OP LLC 2.75% 15/05/2028 53.10 M 21.68 M 0.738%
AKAMAI TECHNOLOGIES INC 0.25% 15/05/2033 50.77 M 35.48 M 0.706%
SNOWFLAKE INC 0% 01/10/2029 49.02 M 24.74 M 0.682%
IREN LTD 1% 01/12/2033 47.95 M 63.35 M 0.667%
PG&E CORP 4.25% 01/12/2027 46.20 M 45.04 M 0.643%
CIPHER DIGITAL INC 0% 01/10/2031 45.37 M 27.45 M 0.631%
ROBINHOOD MARKETS INC 0% 01/10/2029 45.34 M 47.27 M 0.631%
JD.COM INC 0.25% 01/06/2029 43.80 M 41.98 M 0.609%
