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 | S | Sentinelone INC -class A | 株式-IT | 9.76% | +0.61% | -0.65% | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 6.65% | +0.84% | +47.44% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.55% | — | -16.67% | |
| 4 | CRM | Salesforce INC | 株式-IT | 5.47% | — | +65.65% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 4.72% | +3.73% | +362.33% | |
| 6 | RNG | Ringcentral Inc-class A | 株式-IT | 4.68% | — | +100.48% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 4.51% | — | +61.11% | |
| 8 | PAYC | Paycom Software INC | 株式-IT | 4.46% | — | +54.06% | |
| 9 | TOST | Toast Inc-class A | 株式-IT | 4.42% | — | — | |
| 10 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 4.10% | — | +35.25% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 4.08% | — | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.95% | -1.17% | EXIT | |
| 13 | UBER | Uber Technologies INC | 株式-資本財 | 3.62% | — | — | |
| 14 | MELI | Mercadolibre INC | 株式-一般消費財 | 3.25% | +0.44% | -7.34% | |
| 15 | OKTA | Okta INC | 株式-IT | 3.09% | — | -14.10% | |
| 16 | OUT | OUTFRONT Media Inc. | 株式-その他 | 2.88% | — | — | |
| 17 | MQ | Marqeta Inc-a | 株式-その他 | 2.69% | — | +4.94% | |
| 18 | VG1EUR | Vonage Holdings CORP | 株式-その他 | 2.64% | — | -18.75% | |
| 19 | FIVN | Five9 INC | 株式-IT | 2.42% | — | — | |
| 20 | BAND | Bandwidth Inc-class A | 株式-その他 | 2.18% | — | +5.60% | |
| 21 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.07% | — | -1.62% | |
| 22 | DOCU | Docusign INC | 株式-IT | 1.99% | — | +35.32% | |
| 23 | COMP | Compass INC - Class A | 株式-不動産 | 1.98% | -0.71% | -9.51% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.73% | — | +48.10% | |
| 25 | BILL | Bill Holdings INC | 株式-IT | 1.44% | — | — | |
| 26 | MGNI | Magnite INC | 株式-その他 | 1.05% | — | — | |
| 27 | XYZ | Block INC | 株式-金融 | 1.02% | — | -51.01% | |
| 28 | ROKU | Roku INC | 株式-通信サービス | 0.53% | — | -76.04% | |
| 29 | DASH | Doordash INC - A | 株式-一般消費財 | 0.51% | -2.20% | EXIT | |
| 30 | WIX | Wix.com Ltd. | 株式-IT | 0.48% | — | -42.10% | |
| 31 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 32 | RELY | Remitly Global INC | 株式-その他 | 0.41% | — | — | |
| 33 | ✓ | 株式-その他 | 0.21% | — | — |