CIK: 0001594585
申告総資産額
$1.4億
| # | 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 | GOOG | Alphabet A | 株式-通信サービス | 12.87% | — | +158.73% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 12.70% | — | +64.43% | |
| 3 | MSTR | Strategy INC | 株式-IT | 8.31% | — | +64.42% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.65% | — | -30.22% | |
| 5 | AMT | American Tower CORP | 株式-不動産 | 7.55% | — | -7.71% | |
| 6 | CRM | Salesforce INC | 株式-IT | 6.80% | — | +49.43% | |
| 7 | NFLX | Netflix INC | 株式-通信サービス | 5.52% | — | +468.42% | |
| 8 | SBAC | SBA Communications Corporation | 株式-不動産 | 5.31% | — | — | |
| 9 | ANETEUR | Arista Networks INC | 株式-その他 | 4.91% | — | +24.33% | |
| 10 | ✓ | Pandora Media INC | 株式-その他 | 4.89% | — | — | |
| 11 | ✓ | Broadsoft INC | 株式-その他 | 4.79% | — | +13.28% | |
| 12 | EXPE | Expedia Group INC | 株式-一般消費財 | 4.25% | — | +9.77% | |
| 13 | DISH | Dish Network Corp-a | 株式-その他 | 3.97% | — | +9.56% | |
| 14 | ADBE | Adobe INC | 株式-IT | 2.93% | — | -1.37% | |
| 15 | DWREEUR | Demandware INC | 株式-その他 | 2.70% | — | -42.82% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.60% | — | -34.81% | |
| 17 | JNP | Juniper Networks INC | 株式-その他 | 2.21% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet A | +9.4% | +158.73% | 増加 |
| 2 | AMZN | Amazon.com INC | +7.3% | +64.43% | 増加 |
| 3 | MSTR | Strategy INC | +4.7% | +64.42% | 増加 |
| 4 | CRM | Salesforce INC | +3.1% | +49.43% | 増加 |
| 5 | EXPE | Expedia Group INC | +1.3% | +9.77% | 増加 |
| 6 | ✓ | Broadsoft INC | +0.8% | +13.28% | 増加 |
| 7 | ANETEUR | Arista Networks INC | +0.6% | +24.33% | 増加 |
| 8 | ADBE | Adobe INC | +0.5% | -1.37% | 減少 |
| 9 | DISH | Dish Network Corp-a | +0.5% | +9.56% | 増加 |
| 10 | NFLX | Netflix INC | +0.4% | +468.42% | 増加 |
| 11 | AMT | American Tower CORP | +0.4% | -7.71% | 減少 |
| 12 | META | Meta Platforms Inc-class A | -1% | -30.22% | 減少 |
| 13 | DIS | Walt Disney Co/the | -1.1% | -34.81% | 減少 |
| 14 | DWREEUR | Demandware INC | -2.6% | -42.82% | 減少 |
| 15 | JD | Jd.com Inc-adr | — | EXIT | 全売却 |
| 16 | ✓ | Mellanox Technologies LTD | — | EXIT | 全売却 |
| 17 | SBAC | SBA Communications Corporation | — | NEW | 新規購入 |
| 18 | ✓ | Pandora Media INC | — | NEW | 新規購入 |
| 19 | VISN | Vistance Networks INC | — | EXIT | 全売却 |
| 20 | SUNEQUSD | Sunedison INC | — | EXIT | 全売却 |
| 21 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 22 | SIMO | Silicon Motion Technol-adr | — | EXIT | 全売却 |
| 23 | PTC | Ptc INC | — | EXIT | 全売却 |
| 24 | DATA | Tableau Software Inc-cl A | — | EXIT | 全売却 |
| 25 | INFNEUR | Infinera CORP | — | EXIT | 全売却 |
| 26 | CRUS | Cirrus Logic INC | — | EXIT | 全売却 |
| 27 | ARM | Arm Holdings plc | — | EXIT | 全売却 |
| 28 | JNP | Juniper Networks INC | — | NEW | 新規購入 |
| 29 | ✓ | Qunar Cayman Is LTD | — | EXIT | 全売却 |
| 30 | ✓ | — | EXIT | 全売却 | |
| 31 | JD | JD.com, Inc. | — | EXIT | 全売却 |