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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.70% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.30% | — | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 7.38% | — | +85.21% | |
| 4 | BAND | Bandwidth Inc-class A | 株式-その他 | 5.73% | — | +78.08% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 5.41% | +3.73% | — | |
| 6 | MELI | Mercadolibre INC | 株式-一般消費財 | 5.38% | +0.44% | +57.52% | |
| 7 | PANW | Palo Alto Networks INC | 株式-IT | 5.36% | +0.84% | +106.90% | |
| 8 | DLB | Dolby Laboratories Inc-cl A | 株式-資本財 | 5.31% | — | +41.24% | |
| 9 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 4.95% | — | — | |
| 10 | FIVN | Five9 INC | 株式-IT | 4.64% | — | +51.74% | |
| 11 | XYZ | Block INC | 株式-金融 | 3.52% | — | +183.30% | |
| 12 | LYFT | Lyft Inc-a | 株式-IT | 3.44% | — | — | |
| 13 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 3.42% | -0.01% | -6.74% | |
| 14 | SPLKCHF | Splunk INC | 株式-その他 | 3.37% | — | — | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 3.21% | — | — | |
| 16 | EVBGEUR | Everbridge INC | 株式-その他 | 3.17% | — | -9.83% | |
| 17 | RNG | Ringcentral Inc-class A | 株式-IT | 3.05% | — | +45.17% | |
| 18 | WIX | Wix.com Ltd. | 株式-IT | 3.01% | — | +83.14% | |
| 19 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 2.87% | — | +168.38% | |
| 20 | AVLRUSD | Avalara INC | 株式-その他 | 2.79% | — | — | |
| 21 | DOCU | Docusign INC | 株式-IT | 2.24% | — | +114.18% | |
| 22 | VG1EUR | Vonage Holdings CORP | 株式-その他 | 1.65% | — | -0.31% | |
| 23 | GWRE | Guidewire Software INC | 株式-IT | 1.31% | — | -27.26% | |
| 24 | ZM | Zoom Communications INC | 株式-IT | 0.81% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XYZ | Block INC | +1% | +183.30% | 増加 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +0.9% | +85.21% | 増加 |
| 3 | PANW | Palo Alto Networks INC | +0.6% | +106.90% | 増加 |
| 4 | DOCU | Docusign INC | +0.4% | +114.18% | 増加 |
| 5 | VOO | Vanguard S&P 500 ETF | 0% | +168.38% | 増加 |
| 6 | RNG | Ringcentral Inc-class A | -0.2% | +45.17% | 増加 |
| 7 | WIX | Wix.com Ltd. | -0.2% | +83.14% | 増加 |
| 8 | FIVN | Five9 INC | -0.5% | +51.74% | 増加 |
| 9 | BAND | Bandwidth Inc-class A | -1% | +78.08% | 増加 |
| 10 | ZM | Zoom Communications INC | -1.1% | — | 変化なし |
| 11 | MELI | Mercadolibre INC | -1.4% | +57.52% | 増加 |
| 12 | DLB | Dolby Laboratories Inc-cl A | -2% | +41.24% | 増加 |
| 13 | GWRE | Guidewire Software INC | -2.3% | -27.26% | 減少 |
| 14 | SPOT | Spotify Technology S.A. | -2.4% | -6.74% | 減少 |
| 15 | EVBGEUR | Everbridge INC | -2.6% | -9.83% | 減少 |
| 16 | VG1EUR | Vonage Holdings CORP | -3.6% | -0.31% | 減少 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 19 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 20 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 21 | PTON | Peloton Interactive Inc-a | — | NEW | 新規購入 |
| 22 | EA | Electronic Arts INC | — | EXIT | 全売却 |
| 23 | LYFT | Lyft Inc-a | — | NEW | 新規購入 |
| 24 | SPLKCHF | Splunk INC | — | NEW | 新規購入 |
| 25 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 26 | AVLRUSD | Avalara INC | — | NEW | 新規購入 |
| 27 | PAGS | PagSeguro Digital Ltd. | — | EXIT | 全売却 |
| 28 | ROKU | Roku INC | — | EXIT | 全売却 |
| 29 | DDOG | Datadog INC - Class A | — | EXIT | 全売却 |