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 | PANW | Palo Alto Networks INC | 株式-IT | 6.39% | — | +22.73% | |
| 2 | ZM | Zoom Communications INC | 株式-IT | 5.20% | — | — | |
| 3 | SWKS | Skyworks Solutions INC | 株式-IT | 5.11% | — | +130.06% | |
| 4 | IPHI | Inphi CORP | 株式-その他 | 5.09% | — | -8.58% | |
| 5 | JD | Jd.com Inc-adr | 株式-一般消費財 | 4.72% | — | -38.88% | |
| 6 | QRVO | Qorvo INC | 株式-IT | 4.68% | — | +162.24% | |
| 7 | TMUS | T-mobile US INC | 株式-通信サービス | 4.16% | — | -15.53% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.10% | — | -13.87% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 3.97% | — | -31.69% | |
| 10 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 3.94% | — | -19.17% | |
| 11 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 3.55% | — | — | |
| 12 | UBER | Uber Technologies INC | 株式-資本財 | 3.35% | — | — | |
| 13 | WDAY | Workday Inc-class A | 株式-IT | 3.09% | — | -26.40% | |
| 14 | NOW | Servicenow INC | 株式-IT | 2.72% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.42% | — | -30.35% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.26% | — | -23.39% | |
| 17 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 2.24% | — | — | |
| 18 | ADBE | Adobe INC | 株式-IT | 2.13% | — | +23.71% | |
| 19 | AMT | American Tower CORP | 株式-不動産 | 2.13% | — | +0.08% | |
| 20 | LRCXEUR | Lam Research CORP | 株式-IT | 2.10% | — | — | |
| 21 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.92% | — | -15.11% | |
| 22 | TEAM | Atlassian Corporation | 株式-IT | 1.91% | — | -0.02% | |
| 23 | SNAP | Snap INC - A | 株式-通信サービス | 1.87% | — | -33.33% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.87% | — | — | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.86% | — | -32.44% | |
| 26 | LITE | Lumentum Holdings INC | 株式-IT | 1.83% | — | +9.50% | |
| 27 | MRVL | Marvell Technology, Inc. | 株式-IT | 1.82% | — | -2.26% | |
| 28 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.73% | — | — | |
| 29 | COUPEUR | Coupa Software INC | 株式-その他 | 1.61% | — | — | |
| 30 | FIS | Fidelity National Info Serv | 株式-IT | 1.61% | — | +4.24% | |
| 31 | TWLO | Twilio INC - A | 株式-IT | 1.26% | — | — | |
| 32 | Z | Zillow Group INC - C | 株式-通信サービス | 1.06% | — | — | |
| 33 | SBAC | Sba Communications CORP | 株式-不動産 | 1.04% | — | -15.53% | |
| 34 | SPLKCHF | Splunk INC | 株式-その他 | 1.02% | — | — | |
| 35 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.97% | — | -63.79% | |
| 36 | ZS | Zscaler INC | 株式-IT | 0.91% | — | — | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.58% | — | — | |
| 38 | EA | Electronic Arts INC | 株式-通信サービス | 0.54% | — | — | |
| 39 | LYFT | Lyft Inc-a | 株式-IT | 0.49% | — | -38.18% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | -35.76% | |
| 41 | SNOW | Snowflake INC | 株式-IT | 0.30% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SWKS | Skyworks Solutions INC | +3.1% | +130.06% | 増加 |
| 2 | QRVO | Qorvo INC | +3.1% | +162.24% | 増加 |
| 3 | ZM | Zoom Communications INC | +2.4% | — | 変化なし |
| 4 | PANW | Palo Alto Networks INC | +1.5% | +22.73% | 増加 |
| 5 | ADBE | Adobe INC | +0.6% | +23.71% | 増加 |
| 6 | UBER | Uber Technologies INC | +0.5% | — | 変化なし |
| 7 | Z | Zillow Group INC - C | +0.5% | — | 変化なし |
| 8 | NOW | Servicenow INC | +0.4% | — | 変化なし |
| 9 | TTWO | Take-two Interactive Softwre | +0.3% | — | 変化なし |
| 10 | CRWD | Crowdstrike Holdings INC - A | +0.3% | -15.11% | 減少 |
| 11 | FIS | Fidelity National Info Serv | +0.2% | +4.24% | 増加 |
| 12 | ZS | Zscaler INC | +0.2% | — | 変化なし |
| 13 | MRVL | Marvell Technology, Inc. | +0.2% | -2.26% | 減少 |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -23.39% | 減少 |
| 15 | LRCXEUR | Lam Research CORP | 0% | — | 変化なし |
| 16 | LITE | Lumentum Holdings INC | 0% | +9.50% | 増加 |
| 17 | TEAM | Atlassian Corporation | — | -0.02% | 減少 |
| 18 | EA | Electronic Arts INC | 0% | — | 変化なし |
| 19 | COUPEUR | Coupa Software INC | 0% | — | 変化なし |
| 20 | SPLKCHF | Splunk INC | -0.1% | — | 変化なし |
| 21 | AMZN | Amazon.com INC | -0.1% | -13.87% | 減少 |
| 22 | SBAC | Sba Communications CORP | -0.1% | -15.53% | 減少 |
| 23 | AMT | American Tower CORP | -0.2% | +0.08% | 増加 |
| 24 | CRM | Salesforce INC | -0.2% | -32.44% | 減少 |
| 25 | CSCO | Cisco Systems INC | -0.4% | -35.76% | 減少 |
| 26 | TMUS | T-mobile US INC | -0.4% | -15.53% | 減少 |
| 27 | LYFT | Lyft Inc-a | -0.5% | -38.18% | 減少 |
| 28 | WDAY | Workday Inc-class A | -0.6% | -26.40% | 減少 |
| 29 | META | Meta Platforms Inc-class A | -0.6% | -30.35% | 減少 |
| 30 | SNAP | Snap INC - A | -0.7% | -33.33% | 減少 |
| 31 | IPHI | Inphi CORP | -0.8% | -8.58% | 減少 |
| 32 | ZNGAEUR | Zynga INC - Cl A | -1.2% | -19.17% | 減少 |
| 33 | JD | Jd.com Inc-adr | -1.3% | -38.88% | 減少 |
| 34 | NFLX | Netflix INC | -1.4% | -31.69% | 減少 |
| 35 | ATVIEUR | Activision Blizzard INC | -1.6% | -63.79% | 減少 |
| 36 | PTON | Peloton Interactive Inc-a | — | NEW | 新規購入 |
| 37 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 38 | TTD | Trade Desk Inc/the -class A | — | EXIT | 全売却 |
| 39 | COHREUR | Coherent INC | — | EXIT | 全売却 |
| 40 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 41 | PINS | Pinterest Inc- Class A | — | NEW | 新規購入 |
| 42 | AAPL | Apple INC | — | EXIT | 全売却 |
| 43 | PFPT | Proofpoint INC | — | EXIT | 全売却 |
| 44 | TWLO | Twilio INC - A | — | NEW | 新規購入 |
| 45 | VIAV | Viavi Solutions INC | — | EXIT | 全売却 |
| 46 | ANETEUR | Arista Networks INC | — | EXIT | 全売却 |
| 47 | DKNG1USD | Draftkings Holdings INC | — | EXIT | 全売却 |
| 48 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 49 | SNOW | Snowflake INC | — | NEW | 新規購入 |
| 50 | TMUSREUR | T-mobile US INC - Rights | — | EXIT | 全売却 |