CIK: 0001651473
申告総資産額
$4.2億
| # | 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 | MU | Micron Technology INC | 株式-IT | 6.07% | +2.02% | NEW | |
| 2 | DE | Deere & Co | 株式-資本財 | 5.59% | -2.38% | EXIT | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.19% | — | -16.67% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.77% | — | — | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.67% | — | +66.67% | |
| 6 | SNAP | Snap INC - A | 株式-通信サービス | 4.22% | — | +300.00% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.80% | +1.29% | +66.67% | |
| 8 | MCHP | Microchip Technology INC | 株式-IT | 3.72% | +1.55% | NEW | |
| 9 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 3.29% | — | +50.00% | |
| 10 | NSC | Norfolk Southern CORP | 株式-資本財 | 3.13% | — | — | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.96% | +1.95% | NEW | |
| 12 | FDX | Fedex CORP | 株式-資本財 | 2.93% | — | — | |
| 13 | UNP | Union Pacific CORP | 株式-資本財 | 2.92% | — | — | |
| 14 | CRM | Salesforce INC | 株式-IT | 2.62% | -2.46% | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.54% | -4.01% | +150.00% | |
| 16 | FIS | Fidelity National Info Serv | 株式-IT | 2.24% | — | +25.00% | |
| 17 | RNG | Ringcentral Inc-class A | 株式-IT | 2.18% | — | +700.00% | |
| 18 | ADBE | Adobe INC | 株式-IT | 2.13% | — | — | |
| 19 | EA | Electronic Arts INC | 株式-通信サービス | 2.08% | — | +200.00% | |
| 20 | SPLKCHF | Splunk INC | 株式-その他 | 1.93% | — | +100.00% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.87% | — | -50.00% | |
| 22 | RACE | Ferrari N.V. | 株式-一般消費財 | 1.87% | — | +16.67% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.71% | — | +100.00% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.71% | — | — | |
| 25 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 1.58% | — | -20.00% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 1.57% | +1.14% | — | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.55% | — | — | |
| 28 | PLANUSD | Anaplan INC | 株式-その他 | 1.52% | — | — | |
| 29 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.51% | — | — | |
| 30 | WORK | Slack Technologies Inc- Cl A | 株式-その他 | 1.45% | — | — | |
| 31 | PPG | Ppg Industries INC | 株式-素材 | 1.29% | — | -14.29% | |
| 32 | ADSK | Autodesk INC | 株式-IT | 1.18% | — | — | |
| 33 | ADI | Analog Devices INC | 株式-IT | 1.15% | — | — | |
| 34 | WDC | Western Digital CORP | 株式-IT | 1.02% | — | — | |
| 35 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.97% | -1.20% | EXIT | |
| 36 | AAPL | Apple INC | 株式-IT | 0.95% | +7.54% | -66.67% | |
| 37 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 0.82% | — | — | |
| 38 | ON | On Semiconductor | 株式-IT | 0.79% | -1.04% | EXIT | |
| 39 | SE | Sea Ltd-adr | 株式-通信サービス | 0.78% | — | — | |
| 40 | TROX | Tronox Holdings plc | 株式-その他 | 0.74% | — | — | |
| 41 | COUPEUR | Coupa Software INC | 株式-その他 | 0.71% | — | — | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.68% | — | -51.86% | |
| 43 | CDLXEUR | Cardlytics INC | 株式-その他 | 0.64% | — | — | |
| 44 | MDB | Mongodb INC | 株式-IT | 0.64% | -1.56% | — | |
| 45 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.53% | — | — | |
| 46 | TWTRUSD | Twitter INC | 株式-その他 | 0.52% | — | -50.00% | |
| 47 | LSCC | Lattice Semiconductor CORP | 株式-IT | 0.43% | — | -30.00% | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.37% | — | — | |
| 49 | CVNA | Carvana Co | 株式-一般消費財 | 0.24% | — | — | |
| 50 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.23% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | +4.8% | +600.00% | 増加 |
| 2 | MCHP | Microchip Technology INC | +3.2% | +1000.00% | 増加 |
| 3 | SNAP | Snap INC - A | +2.4% | +300.00% | 増加 |
| 4 | RNG | Ringcentral Inc-class A | +1.8% | +700.00% | 増加 |
| 5 | AMD | Advanced Micro Devices | +1.3% | +100.00% | 増加 |
| 6 | EA | Electronic Arts INC | +0.9% | +200.00% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.9% | +150.00% | 増加 |
| 8 | NVDA | Nvidia CORP | +0.8% | +66.67% | 増加 |
| 9 | DE | Deere & Co | +0.7% | +100.00% | 増加 |
| 10 | SPLKCHF | Splunk INC | +0.6% | +100.00% | 増加 |
| 11 | QCOM | Qualcomm INC | +0.4% | +100.00% | 増加 |
| 12 | DIS | Walt Disney Co/the | +0.1% | +66.67% | 増加 |
| 13 | SONY | Sony Group CORP - Sp Adr | -0.2% | +50.00% | 増加 |
| 14 | TWTRUSD | Twitter INC | -1.9% | -50.00% | 減少 |
| 15 | AAPL | Apple INC | -3% | -66.67% | 減少 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | -3.5% | -50.00% | 減少 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | -5.2% | -16.67% | 減少 |
| 18 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 19 | FDX | Fedex CORP | — | NEW | 新規購入 |
| 20 | UNP | Union Pacific CORP | — | NEW | 新規購入 |
| 21 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 22 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 23 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 24 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 25 | MMM | 3m Co | — | NEW | 新規購入 |
| 26 | ATVIEUR | Activision Blizzard INC | — | EXIT | 全売却 |
| 27 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 28 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 29 | UPS | United Parcel Service-cl B | — | EXIT | 全売却 |
| 30 | GPN | Global Payments INC | — | EXIT | 全売却 |
| 31 | PLANUSD | Anaplan INC | — | NEW | 新規購入 |
| 32 | TTD | Trade Desk Inc/the -class A | — | NEW | 新規購入 |
| 33 | WORK | Slack Technologies Inc- Cl A | — | NEW | 新規購入 |
| 34 | JNP | Juniper Networks INC | — | EXIT | 全売却 |
| 35 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 36 | ADI | Analog Devices INC | — | NEW | 新規購入 |
| 37 | WDC | Western Digital CORP | — | NEW | 新規購入 |
| 38 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新規購入 |
| 39 | TXN | Texas Instruments INC | — | EXIT | 全売却 |
| 40 | INTC | Intel CORP | — | EXIT | 全売却 |
| 41 | PTON | Peloton Interactive Inc-a | — | NEW | 新規購入 |
| 42 | ON | On Semiconductor | — | NEW | 新規購入 |
| 43 | SE | Sea Ltd-adr | — | NEW | 新規購入 |
| 44 | HAS | Hasbro INC | — | EXIT | 全売却 |
| 45 | TROX | Tronox Holdings plc | — | NEW | 新規購入 |
| 46 | COUPEUR | Coupa Software INC | — | NEW | 新規購入 |
| 47 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 48 | CDLXEUR | Cardlytics INC | — | NEW | 新規購入 |
| 49 | MDB | Mongodb INC | — | NEW | 新規購入 |
| 50 | NXPI | NXP Semiconductors N.V. | — | NEW | 新規購入 |