CIK: 0001621855
申告総資産額
$6.4億
| # | 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 | ORCL | Oracle Corporation | 株式-IT | 11.11% | — | — | |
| 2 | AABAUSD | Altaba INC | 株式-その他 | 5.58% | — | +16.16% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.54% | — | -4.34% | |
| 4 | DLB | Dolby Laboratories Inc-cl A | 株式-資本財 | 5.51% | — | +8.70% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 5.21% | +3.73% | +38.89% | |
| 6 | FIVN | Five9 INC | 株式-IT | 5.11% | — | +30.80% | |
| 7 | VG1EUR | Vonage Holdings CORP | 株式-その他 | 4.61% | — | +13.85% | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 4.47% | +0.84% | +49.45% | |
| 9 | EVBGEUR | Everbridge INC | 株式-その他 | 4.23% | — | +132.44% | |
| 10 | YELP | Yelp INC | 株式-その他 | 3.98% | — | -31.43% | |
| 11 | GDDY | Godaddy INC - Class A | 株式-IT | 3.83% | — | +0.97% | |
| 12 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 3.59% | — | -5.79% | |
| 13 | LOGMEUR | Logmein INC | 株式-その他 | 3.53% | — | +26.20% | |
| 14 | VMWEUR | Vmware Inc-class A | 株式-その他 | 3.44% | — | — | |
| 15 | CRM | Salesforce INC | 株式-IT | 3.36% | — | -21.67% | |
| 16 | AAPL | Apple INC | 株式-IT | 3.30% | +5.81% | NEW | |
| 17 | RNG | Ringcentral Inc-class A | 株式-IT | 3.05% | — | +65.63% | |
| 18 | PTC | Ptc INC | 株式-IT | 2.87% | — | +49.49% | |
| 19 | GRPNCHF | Groupon INC | 株式-その他 | 2.79% | — | — | |
| 20 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.72% | — | — | |
| 21 | DISH | Dish Network Corp-a | 株式-その他 | 2.70% | — | +19.65% | |
| 22 | CVNA | Carvana Co | 株式-一般消費財 | 2.42% | -2.31% | EXIT | |
| 23 | SHOP | Shopify INC - Class A | 株式-IT | 2.23% | -2.43% | EXIT | |
| 24 | WIX | Wix.com Ltd. | 株式-IT | 2.20% | — | -35.33% | |
| 25 | DXC | Dxc Technology Co | 株式-IT | 1.70% | — | — | |
| 26 | VERI | Veritone INC | 株式-その他 | 0.94% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EVBGEUR | Everbridge INC | +2.4% | +132.44% | 増加 |
| 2 | NFLX | Netflix INC | +1.8% | +38.89% | 増加 |
| 3 | PANW | Palo Alto Networks INC | +1.4% | +49.45% | 増加 |
| 4 | RNG | Ringcentral Inc-class A | +1.3% | +65.63% | 増加 |
| 5 | FIVN | Five9 INC | +1.2% | +30.80% | 増加 |
| 6 | AABAUSD | Altaba INC | +1.2% | +16.16% | 増加 |
| 7 | VG1EUR | Vonage Holdings CORP | +1% | +13.85% | 増加 |
| 8 | PTC | Ptc INC | +0.8% | +49.49% | 増加 |
| 9 | DLB | Dolby Laboratories Inc-cl A | +0.8% | +8.70% | 増加 |
| 10 | LOGMEUR | Logmein INC | +0.6% | +26.20% | 増加 |
| 11 | BABA | Alibaba Group Holding-sp Adr | +0.4% | -4.34% | 減少 |
| 12 | DISH | Dish Network Corp-a | -0.2% | +19.65% | 増加 |
| 13 | CVNA | Carvana Co | -0.2% | +43.33% | 増加 |
| 14 | GDDY | Godaddy INC - Class A | -0.2% | +0.97% | 増加 |
| 15 | SHOP | Shopify INC - Class A | -0.3% | -28.16% | 減少 |
| 16 | AYXEUR | Alteryx INC - Class A | -0.4% | -5.79% | 減少 |
| 17 | YELP | Yelp INC | -0.5% | -31.43% | 減少 |
| 18 | CRM | Salesforce INC | -1% | -21.67% | 減少 |
| 19 | WIX | Wix.com Ltd. | -1.4% | -35.33% | 減少 |
| 20 | AAPL | Apple INC | -1.6% | -30.00% | 減少 |
| 21 | ORCL | Oracle Corporation | — | NEW | 新規購入 |
| 22 | ✓ | — | EXIT | 全売却 | |
| 23 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 24 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 25 | APPN | Appian Corp-a | — | EXIT | 全売却 |
| 26 | CTLEUR | Centurylink INC | — | EXIT | 全売却 |
| 27 | VMWEUR | Vmware Inc-class A | — | NEW | 新規購入 |
| 28 | GRPNCHF | Groupon INC | — | NEW | 新規購入 |
| 29 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 30 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 31 | DXC | Dxc Technology Co | — | NEW | 新規購入 |
| 32 | DATA | Tableau Software Inc-cl A | — | EXIT | 全売却 |
| 33 | VERI | Veritone INC | — | NEW | 新規購入 |