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 | BOX | Box INC - Class A | 株式-IT | 8.86% | — | +27.29% | |
| 2 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 6.79% | — | -38.43% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.76% | — | +7.52% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 6.75% | — | -26.97% | |
| 5 | ✓ | Mellanox Technologies LTD | 株式-その他 | 6.36% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.25% | — | -28.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.91% | — | +27.98% | |
| 8 | TMUS | T-mobile US INC | 株式-通信サービス | 5.90% | — | +29.77% | |
| 9 | AAPL | Apple INC | 株式-IT | 5.89% | — | -14.55% | |
| 10 | LOGMEUR | Logmein INC | 株式-その他 | 4.64% | — | -51.10% | |
| 11 | CRM | Salesforce INC | 株式-IT | 3.62% | — | -65.25% | |
| 12 | WDAY | Workday Inc-class A | 株式-IT | 3.60% | — | -34.35% | |
| 13 | LITE | Lumentum Holdings INC | 株式-IT | 2.99% | — | -43.46% | |
| 14 | DATA | Tableau Software Inc-cl A | 株式-その他 | 2.97% | — | -54.77% | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 2.97% | — | — | |
| 16 | TWTRUSD | Twitter INC | 株式-その他 | 2.86% | — | — | |
| 17 | ✓ | 株式-その他 | 2.50% | — | — | ||
| 18 | CSCO | Cisco Systems INC | 株式-IT | 2.43% | — | — | |
| 19 | NTES | Netease Inc-adr | 株式-通信サービス | 2.38% | — | — | |
| 20 | P | Everpure Inc-a | 株式-IT | 2.11% | — | -28.48% | |
| 21 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.79% | — | -55.38% | |
| 22 | ✓ | Oclaro INC | 株式-その他 | 1.74% | — | — | |
| 23 | ACIA | Acacia Communications INC | 株式-その他 | 1.62% | — | +56.07% | |
| 24 | TLND | Talend SA - Adr | 株式-その他 | 1.19% | — | — | |
| 25 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 1.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BOX | Box INC - Class A | +3.7% | +27.29% | 増加 |
| 2 | AMZN | Amazon.com INC | +2.6% | +7.52% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +2.5% | +27.98% | 増加 |
| 4 | TMUS | T-mobile US INC | +2.3% | +29.77% | 増加 |
| 5 | AAPL | Apple INC | +0.8% | -14.55% | 減少 |
| 6 | ACIA | Acacia Communications INC | +0.5% | +56.07% | 増加 |
| 7 | P | Everpure Inc-a | -0.3% | -28.48% | 減少 |
| 8 | META | Meta Platforms Inc-class A | -0.6% | -28.03% | 減少 |
| 9 | BABA | Alibaba Group Holding-sp Adr | -0.7% | -26.97% | 減少 |
| 10 | WDAY | Workday Inc-class A | -1% | -34.35% | 減少 |
| 11 | TTWO | Take-two Interactive Softwre | -1.2% | -55.38% | 減少 |
| 12 | LITE | Lumentum Holdings INC | -1.8% | -43.46% | 減少 |
| 13 | ATVIEUR | Activision Blizzard INC | -2.3% | -38.43% | 減少 |
| 14 | LOGMEUR | Logmein INC | -2.7% | -51.10% | 減少 |
| 15 | DATA | Tableau Software Inc-cl A | -2.8% | -54.77% | 減少 |
| 16 | CRM | Salesforce INC | -4.1% | -65.25% | 減少 |
| 17 | ✓ | Mellanox Technologies LTD | — | NEW | 新規購入 |
| 18 | CYEUR | Cypress Semiconductor CORP | — | EXIT | 全売却 |
| 19 | SYMCEUR | Symantec CORP | — | EXIT | 全売却 |
| 20 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 21 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 22 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 23 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 24 | CARBUSD | Carbonite INC | — | EXIT | 全売却 |
| 25 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 26 | YYEUR | Yy Inc-adr | — | EXIT | 全売却 |
| 27 | ✓ | — | NEW | 新規購入 | |
| 28 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 29 | NTES | Netease Inc-adr | — | NEW | 新規購入 |
| 30 | ✓ | Oclaro INC | — | NEW | 新規購入 |
| 31 | TLND | Talend SA - Adr | — | NEW | 新規購入 |
| 32 | VIPS | Vipshop Holdings LTD - Adr | — | NEW | 新規購入 |
| 33 | VIAV | Viavi Solutions INC | — | EXIT | 全売却 |