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 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 11.54% | — | — | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 7.54% | +3.73% | +23.80% | |
| 3 | XYZ | Block INC | 株式-金融 | 6.26% | — | — | |
| 4 | CRM | Salesforce INC | 株式-IT | 5.87% | — | — | |
| 5 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 5.74% | — | — | |
| 6 | TOST | Toast Inc-class A | 株式-IT | 5.62% | — | -37.09% | |
| 7 | JD | Jd.com Inc-adr | 株式-一般消費財 | 5.55% | — | +194.84% | |
| 8 | MELI | Mercadolibre INC | 株式-一般消費財 | 5.09% | +0.44% | +63.83% | |
| 9 | SHOP | Shopify INC - Class A | 株式-IT | 4.44% | -2.43% | EXIT | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 4.39% | +0.84% | +11.28% | |
| 11 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 4.19% | — | -43.18% | |
| 12 | S | Sentinelone INC -class A | 株式-IT | 3.71% | +0.61% | +5.49% | |
| 13 | WDAY | Workday Inc-class A | 株式-IT | 3.64% | — | +102.67% | |
| 14 | NU | Nu Holdings Ltd. | 株式-金融 | 3.58% | +0.10% | -19.28% | |
| 15 | GTLB | Gitlab Inc-cl A | 株式-IT | 3.37% | — | -2.78% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 3.07% | — | +139.64% | |
| 17 | FIVN | Five9 INC | 株式-IT | 2.31% | — | +76.05% | |
| 18 | OKTA | Okta INC | 株式-IT | 2.25% | — | — | |
| 19 | STNE | StoneCo Ltd. | 株式-その他 | 1.95% | — | — | |
| 20 | DLO | DLocal Limited | 株式-その他 | 1.88% | — | +60.78% | |
| 21 | FSLR | First Solar INC | 株式-IT | 1.52% | — | — | |
| 22 | TMUS | T-mobile US INC | 株式-通信サービス | 1.44% | — | -78.41% | |
| 23 | ATHM | Autohome Inc-adr | 株式-その他 | 1.40% | — | — | |
| 24 | MQ | Marqeta Inc-a | 株式-その他 | 0.97% | — | -71.12% | |
| 25 | DOCU | Docusign INC | 株式-IT | 0.95% | — | +25.10% | |
| 26 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.90% | — | -15.69% | |
| 27 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 0.81% | — | -31.54% |