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 | 7.86% | — | +1.16% | |
| 2 | TMUS | T-mobile US INC | 株式-通信サービス | 5.12% | — | -0.80% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.62% | — | +62.15% | |
| 4 | SWKS | Skyworks Solutions INC | 株式-IT | 4.02% | — | — | |
| 5 | TWLO | Twilio INC - A | 株式-IT | 3.86% | — | -8.71% | |
| 6 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 3.38% | — | +12.49% | |
| 7 | UBER | Uber Technologies INC | 株式-資本財 | 3.17% | — | -11.31% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.15% | — | +62.89% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.14% | — | -7.75% | |
| 10 | NOW | Servicenow INC | 株式-IT | 2.98% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.81% | — | -6.77% | |
| 12 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 2.59% | — | +0.21% | |
| 13 | CRM | Salesforce INC | 株式-IT | 2.51% | — | +93.55% | |
| 14 | ZS | Zscaler INC | 株式-IT | 2.43% | — | +5.35% | |
| 15 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.42% | — | -13.41% | |
| 16 | RBLX | Roblox CORP -class A | 株式-通信サービス | 2.38% | — | +39.90% | |
| 17 | MRVL | Marvell Technology INC | 株式-IT | 2.37% | — | — | |
| 18 | DT | Dynatrace INC | 株式-IT | 2.31% | — | +4.94% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 2.29% | — | -0.24% | |
| 20 | ADBE | Adobe INC | 株式-IT | 2.04% | — | +12.38% | |
| 21 | BOX | Box INC - Class A | 株式-IT | 1.66% | — | +192.30% | |
| 22 | LYFT | Lyft Inc-a | 株式-IT | 1.64% | — | -59.16% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.60% | — | — | |
| 24 | OKTA | Okta INC | 株式-IT | 1.52% | — | +78.00% | |
| 25 | RNG | Ringcentral Inc-class A | 株式-IT | 1.47% | — | -7.76% | |
| 26 | TEAM | Atlassian Corporation | 株式-IT | 1.43% | — | -2.68% | |
| 27 | CRUS | Cirrus Logic INC | 株式-IT | 1.42% | — | -11.36% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 1.40% | — | +6.75% | |
| 29 | FIS | Fidelity National Info Serv | 株式-IT | 1.39% | — | -37.77% | |
| 30 | SNOW | Snowflake INC | 株式-IT | 1.34% | — | -13.11% | |
| 31 | SBAC | Sba Communications CORP | 株式-不動産 | 1.26% | — | -8.84% | |
| 32 | FTNT | Fortinet INC | 株式-IT | 1.25% | — | — | |
| 33 | FFIV | F5 INC | 株式-IT | 1.24% | — | -43.34% | |
| 34 | ANETEUR | Arista Networks INC | 株式-その他 | 1.22% | — | -20.65% | |
| 35 | WDAY | Workday Inc-class A | 株式-IT | 1.21% | — | -51.43% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.20% | — | -49.90% | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 1.19% | — | — | |
| 38 | AMBA | Ambarella, Inc. | 株式-IT | 1.18% | — | +36.00% | |
| 39 | DDOG | Datadog INC - Class A | 株式-IT | 1.17% | — | — | |
| 40 | QRVO | Qorvo INC | 株式-IT | 1.16% | — | -17.86% | |
| 41 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.16% | — | +0.17% | |
| 42 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.10% | — | -44.41% | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 1.01% | — | -16.05% | |
| 44 | NET | Cloudflare INC - Class A | 株式-IT | 0.92% | — | — | |
| 45 | JNP | Juniper Networks INC | 株式-その他 | 0.92% | — | — | |
| 46 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.86% | — | -45.39% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +42.67% | |
| 48 | DASH | Doordash INC - A | 株式-一般消費財 | 0.66% | — | — | |
| 49 | 8QR | Confluent Inc-class A | 株式-その他 | 0.17% | — | — |