CIK: 0001133742
申告総資産額
$2.8億
| # | 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 | MA | Mastercard INC - A | 株式-金融 | 7.78% | — | +1626800.00% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.97% | -3.09% | -29.77% | |
| 3 | XYZ | Block INC | 株式-金融 | 5.72% | — | +5.72% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.56% | -14.25% | +2.33% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 5.22% | -5.99% | +175.31% | |
| 6 | PYPL | Paypal Holdings INC | 株式-金融 | 4.87% | — | +81.97% | |
| 7 | NOW | Servicenow INC | 株式-IT | 4.53% | — | +660700.00% | |
| 8 | ZG | Zillow Group INC - A | 株式-通信サービス | 4.52% | — | — | |
| 9 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 4.52% | — | +13.50% | |
| 10 | SHOP | Shopify INC - Class A | 株式-IT | 4.38% | — | -14.62% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 3.93% | — | EXIT | |
| 12 | ADBE | Adobe INC | 株式-IT | 3.81% | — | +40.57% | |
| 13 | MRVL | Marvell Technology, Inc. | 株式-IT | 3.81% | — | +6781900.00% | |
| 14 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 3.52% | — | — | |
| 15 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 3.05% | — | -9.05% | |
| 16 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.97% | — | +745900.00% | |
| 17 | COUPEUR | Coupa Software INC | 株式-その他 | 2.96% | — | +9.80% | |
| 18 | IPHI | Inphi CORP | 株式-その他 | 2.94% | — | +1850800.00% | |
| 19 | SE | Sea Ltd-adr | 株式-通信サービス | 2.89% | — | — | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.85% | — | -14.63% | |
| 21 | PENN | Penn Entertainment INC | 株式-一般消費財 | 2.66% | — | — | |
| 22 | ZS | Zscaler INC | 株式-IT | 2.66% | — | — | |
| 23 | DOCU | Docusign INC | 株式-IT | 2.63% | — | +864300.00% | |
| 24 | APPS | Digital Turbine INC | 株式-その他 | 2.17% | — | — | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.07% | — | EXIT | |
| 26 | AAPL | Apple INC | 株式-IT | 1.98% | — | -10.22% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | — | — | — | |
| 28 | MELI | Mercadolibre INC | 株式-一般消費財 | — | — | -99.94% | |
| 29 | ZM | Zoom Communications INC | 株式-IT | — | — | -99.99% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | — | — | -99.97% | |
| 31 | ✓ | ASML Holding N V ADR | 株式-その他 | — | +2.93% | — | |
| 32 | DXCM | Dexcom INC | 株式-ヘルスケア | — | — | — | |
| 33 | ✓ | Restoration Hardware Hldgs I | 株式-その他 | — | — | -99.98% | |
| 34 | W | Wayfair Inc- Class A | 株式-一般消費財 | — | — | -90.00% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | — | — | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | — | — | — | |
| 37 | LRCXEUR | Lam Research CORP | 株式-IT | — | — | — | |
| 38 | LULU | Lululemon Athletica INC | 株式-一般消費財 | — | — | -99.97% | |
| 39 | PAYC | Paycom Software INC | 株式-IT | — | — | — | |
| 40 | RNG | Ringcentral Inc-class A | 株式-IT | — | — | -99.99% | |
| 41 | CRM | Salesforce INC | 株式-IT | — | — | — | |
| 42 | OKTA | Okta INC | 株式-IT | — | — | — | |
| 43 | SPOT | Spotify Technology S.A. | 株式-通信サービス | — | — | — | |
| 44 | ROKU | Roku INC | 株式-通信サービス | — | — | — | |
| 45 | MDB | Mongodb INC | 株式-IT | — | -3.46% | — | |
| 46 | MSFT | Microsoft CORP | 株式-IT | — | — | -100.00% | |
| 47 | SPLKCHF | Splunk INC | 株式-その他 | — | — | -99.99% | |
| 48 | TDOC | Teladoc Health INC | 株式-ヘルスケア | — | — | — | |
| 49 | TWLO | Twilio INC - A | 株式-IT | — | — | -99.99% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-その他 | — | — | -99.99% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | +7.8% | +1626800.00% | 増加 |
| 2 | NOW | Servicenow INC | +4.5% | +660700.00% | 増加 |
| 3 | QCOM | Qualcomm INC | +3.9% | +2363400.00% | 増加 |
| 4 | MRVL | Marvell Technology, Inc. | +3.8% | +6781900.00% | 増加 |
| 5 | VEEV | Veeva Systems Inc-class A | +3% | +745900.00% | 増加 |
| 6 | IPHI | Inphi CORP | +2.9% | +1850800.00% | 増加 |
| 7 | DOCU | Docusign INC | +2.6% | +864300.00% | 増加 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +2.1% | +498500.00% | 増加 |
| 9 | PYPL | Paypal Holdings INC | +1.8% | +81.97% | 増加 |
| 10 | PTON | Peloton Interactive Inc-a | +1.6% | +13.50% | 増加 |
| 11 | XYZ | Block INC | +1.2% | +5.72% | 増加 |
| 12 | ADBE | Adobe INC | +0.7% | +40.57% | 増加 |
| 13 | NVDA | Nvidia CORP | +0.7% | +2.33% | 増加 |
| 14 | W | Wayfair Inc- Class A | — | -90.00% | 減少 |
| 15 | PCTY | Paylocity Holding CORP | — | — | 変化なし |
| 16 | CHWY | Chewy INC - Class A | — | — | 変化なし |
| 17 | ROKU | Roku INC | — | — | 変化なし |
| 18 | META | Meta Platforms Inc-class A | — | — | 変化なし |
| 19 | QQQ | Invesco Qqq Trust Series 1 | — | — | 変化なし |
| 20 | MU | Micron Technology INC | — | — | 変化なし |
| 21 | SPOT | Spotify Technology S.A. | — | — | 変化なし |
| 22 | CRM | Salesforce INC | — | — | 変化なし |
| 23 | CRWD | Crowdstrike Holdings INC - A | -0.3% | -14.63% | 減少 |
| 24 | TTD | Trade Desk Inc/the -class A | -0.3% | -9.05% | 減少 |
| 25 | COUPEUR | Coupa Software INC | -0.5% | +9.80% | 増加 |
| 26 | TSLA | Tesla INC | -0.9% | +175.31% | 増加 |
| 27 | SHOP | Shopify INC - Class A | -1.7% | -14.62% | 減少 |
| 28 | LULU | Lululemon Athletica INC | -2.1% | -99.97% | 減少 |
| 29 | ✓ | Restoration Hardware Hldgs I | -2.9% | -99.98% | 減少 |
| 30 | MELI | Mercadolibre INC | -2.9% | -99.94% | 減少 |
| 31 | NFLX | Netflix INC | -2.9% | -99.97% | 減少 |
| 32 | DDOG | Datadog INC - Class A | -2.9% | -99.99% | 減少 |
| 33 | ZM | Zoom Communications INC | -3.5% | -99.99% | 減少 |
| 34 | AMZN | Amazon.com INC | -3.6% | -29.77% | 減少 |
| 35 | TWLO | Twilio INC - A | -3.7% | -99.99% | 減少 |
| 36 | SPLKCHF | Splunk INC | -3.9% | -99.99% | 減少 |
| 37 | RNG | Ringcentral Inc-class A | -4% | -99.99% | 減少 |
| 38 | SMH | Vaneck Semiconductor ETF | -4% | -99.99% | 減少 |
| 39 | AAPL | Apple INC | -6.9% | -10.22% | 減少 |
| 40 | MSFT | Microsoft CORP | -8% | -100.00% | 減少 |
| 41 | ZG | Zillow Group INC - A | — | NEW | 新規購入 |
| 42 | DKNG1USD | Draftkings Holdings INC | — | NEW | 新規購入 |
| 43 | SE | Sea Ltd-adr | — | NEW | 新規購入 |
| 44 | PENN | Penn Entertainment INC | — | NEW | 新規購入 |
| 45 | ZS | Zscaler INC | — | NEW | 新規購入 |
| 46 | APPS | Digital Turbine INC | — | NEW | 新規購入 |
| 47 | ✓ | Alteryx, Inc. | — | EXIT | 全売却 |
| 48 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |
| 49 | CHGG | Chegg INC | — | NEW | 新規購入 |
| 50 | FISV | Fiserv INC | — | NEW | 新規購入 |