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 | FIS | Fidelity National Info Serv | 株式-IT | 5.02% | — | +11.23% | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 4.74% | — | -24.35% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.72% | — | -36.35% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 4.72% | — | — | |
| 5 | TMUS | T-mobile US INC | 株式-通信サービス | 4.35% | — | -22.53% | |
| 6 | WDAY | Workday Inc-class A | 株式-IT | 4.09% | — | -18.09% | |
| 7 | JNP | Juniper Networks INC | 株式-その他 | 3.87% | — | — | |
| 8 | SNAP | Snap INC - A | 株式-通信サービス | 3.85% | — | — | |
| 9 | JD | Jd.com Inc-adr | 株式-一般消費財 | 3.68% | — | +131.31% | |
| 10 | AMT | American Tower CORP | 株式-不動産 | 3.56% | — | +9.06% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.53% | — | +112.10% | |
| 12 | CRM | Salesforce INC | 株式-IT | 3.52% | — | -1.53% | |
| 13 | AAPL | Apple INC | 株式-IT | 3.44% | — | — | |
| 14 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 3.38% | — | — | |
| 15 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 3.25% | — | +14.61% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.97% | — | +23.94% | |
| 17 | UBER | Uber Technologies INC | 株式-資本財 | 2.60% | — | +860.50% | |
| 18 | VIAV | Viavi Solutions INC | 株式-IT | 2.56% | — | +25.39% | |
| 19 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 2.10% | — | -34.11% | |
| 20 | MRVL | Marvell Technology, Inc. | 株式-IT | 2.09% | — | +14.39% | |
| 21 | IPHI | Inphi CORP | 株式-その他 | 2.06% | — | -23.35% | |
| 22 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.06% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | — | -4.27% | |
| 24 | NOW | Servicenow INC | 株式-IT | 2.00% | — | — | |
| 25 | PLANUSD | Anaplan INC | 株式-その他 | 2.00% | — | — | |
| 26 | LYFT | Lyft Inc-a | 株式-IT | 1.91% | — | +59.37% | |
| 27 | PFPT | Proofpoint INC | 株式-その他 | 1.72% | — | +16.34% | |
| 28 | ZEN1EUR | Zendesk INC | 株式-その他 | 1.66% | — | — | |
| 29 | FISV | Fiserv INC | 株式-その他 | 1.09% | — | — | |
| 30 | COUPEUR | Coupa Software INC | 株式-その他 | 1.09% | — | +0.00% | |
| 31 | SPLKCHF | Splunk INC | 株式-その他 | 1.03% | — | -66.90% | |
| 32 | ADBE | Adobe INC | 株式-IT | 1.03% | — | — | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | — | |
| 34 | ZM | Zoom Communications INC | 株式-IT | 0.96% | — | -22.80% | |
| 35 | ANETEUR | Arista Networks INC | 株式-その他 | 0.92% | — | — | |
| 36 | COHREUR | Coherent INC | 株式-その他 | 0.73% | — | -26.11% | |
| 37 | CCI | Crown Castle INC | 株式-不動産 | 0.73% | — | — | |
| 38 | SWKS | Skyworks Solutions INC | 株式-IT | 0.61% | — | -82.37% | |
| 39 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.58% | — | — | |
| 40 | AVLRUSD | Avalara INC | 株式-その他 | 0.55% | — | -18.10% | |
| 41 | PD | Pagerduty INC | 株式-その他 | 0.52% | — | — | |
| 42 | P | Everpure Inc-a | 株式-IT | 0.50% | — | — | |
| 43 | XLNXEUR | Xilinx INC | 株式-その他 | 0.44% | — | -80.81% | |
| 44 | BOX | Box INC - Class A | 株式-IT | 0.35% | — | — | |
| 45 | BL | Blackline INC | 株式-IT | 0.23% | — | — | |
| 46 | DDOG | Datadog INC - Class A | 株式-IT | 0.15% | — | -15.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JD | Jd.com Inc-adr | +2.3% | +131.31% | 増加 |
| 2 | UBER | Uber Technologies INC | +2.3% | +860.50% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.9% | +112.10% | 増加 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.9% | +23.94% | 増加 |
| 5 | LYFT | Lyft Inc-a | +0.7% | +59.37% | 増加 |
| 6 | AAPL | Apple INC | +0.6% | — | 変化なし |
| 7 | NFLX | Netflix INC | +0.5% | — | 変化なし |
| 8 | VIAV | Viavi Solutions INC | +0.5% | +25.39% | 増加 |
| 9 | TTD | Trade Desk Inc/the -class A | +0.5% | — | 変化なし |
| 10 | FIS | Fidelity National Info Serv | +0.4% | +11.23% | 増加 |
| 11 | ZNGAEUR | Zynga INC - Cl A | +0.3% | +14.61% | 増加 |
| 12 | MRVL | Marvell Technology, Inc. | +0.2% | +14.39% | 増加 |
| 13 | AMT | American Tower CORP | +0.2% | +9.06% | 増加 |
| 14 | PLANUSD | Anaplan INC | +0.1% | — | 変化なし |
| 15 | NOW | Servicenow INC | +0.1% | — | 変化なし |
| 16 | COUPEUR | Coupa Software INC | +0.1% | +0.00% | 増加 |
| 17 | CRM | Salesforce INC | 0% | -1.53% | 減少 |
| 18 | BL | Blackline INC | 0% | — | 変化なし |
| 19 | CCI | Crown Castle INC | 0% | — | 変化なし |
| 20 | ZEN1EUR | Zendesk INC | -0.1% | — | 変化なし |
| 21 | PFPT | Proofpoint INC | -0.1% | +16.34% | 増加 |
| 22 | AVLRUSD | Avalara INC | -0.1% | -18.10% | 減少 |
| 23 | AMZN | Amazon.com INC | -0.1% | -4.27% | 減少 |
| 24 | VOO | Vanguard S&P 500 ETF | -0.2% | — | 変化なし |
| 25 | COHREUR | Coherent INC | -0.3% | -26.11% | 減少 |
| 26 | ANETEUR | Arista Networks INC | -0.3% | — | 変化なし |
| 27 | IPHI | Inphi CORP | -0.3% | -23.35% | 減少 |
| 28 | ZM | Zoom Communications INC | -0.5% | -22.80% | 減少 |
| 29 | PANW | Palo Alto Networks INC | -1.2% | -24.35% | 減少 |
| 30 | TTWO | Take-two Interactive Softwre | -1.4% | -34.11% | 減少 |
| 31 | WDAY | Workday Inc-class A | -1.5% | -18.09% | 減少 |
| 32 | SPLKCHF | Splunk INC | -1.6% | -66.90% | 減少 |
| 33 | TMUS | T-mobile US INC | -1.8% | -22.53% | 減少 |
| 34 | SWKS | Skyworks Solutions INC | -1.9% | -82.37% | 減少 |
| 35 | XLNXEUR | Xilinx INC | -2% | -80.81% | 減少 |
| 36 | META | Meta Platforms Inc-class A | -2.2% | -36.35% | 減少 |
| 37 | JNP | Juniper Networks INC | — | NEW | 新規購入 |
| 38 | SNAP | Snap INC - A | — | NEW | 新規購入 |
| 39 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 40 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 41 | AVGO | Broadcom INC | — | EXIT | 全売却 |
| 42 | ACIA | Acacia Communications INC | — | EXIT | 全売却 |
| 43 | HUYA | Huya Inc-adr | — | EXIT | 全売却 |
| 44 | FISV | Fiserv INC | — | NEW | 新規購入 |
| 45 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 46 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 47 | ✓ | Intelsat | — | EXIT | 全売却 |
| 48 | MTSI | Macom Technology Solutions H | — | EXIT | 全売却 |
| 49 | PD | Pagerduty INC | — | NEW | 新規購入 |
| 50 | P | Everpure Inc-a | — | NEW | 新規購入 |