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 | TSLA | Tesla INC | 株式-一般消費財 | 14.01% | -5.99% | -30.21% | |
| 2 | SNOW | Snowflake INC | 株式-IT | 7.97% | — | +134.56% | |
| 3 | MDB | Mongodb INC | 株式-IT | 7.92% | -3.46% | +9.28% | |
| 4 | DDOG | Datadog INC - Class A | 株式-IT | 5.98% | — | +10.40% | |
| 5 | NET | Cloudflare INC - Class A | 株式-IT | 5.45% | +2.93% | +34.57% | |
| 6 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 4.95% | — | +21.61% | |
| 7 | TEAM | Atlassian Corporation | 株式-IT | 4.93% | — | +10.06% | |
| 8 | HUBS | Hubspot INC | 株式-IT | 4.92% | — | +104.12% | |
| 9 | XYZ | Block INC | 株式-金融 | 4.57% | — | -12.64% | |
| 10 | BYDDY | Byd Co Ltd-unsponsored Adr | 株式-その他 | 4.38% | — | — | |
| 11 | ZM | Zoom Communications INC | 株式-IT | 3.99% | — | +962000.00% | |
| 12 | BILL | Bill Holdings INC | 株式-IT | 3.96% | — | +14.09% | |
| 13 | MELI | Mercadolibre INC | 株式-一般消費財 | 3.72% | — | -6.63% | |
| 14 | DOCN | Digitalocean Holdings INC | 株式-IT | 3.47% | +3.06% | NEW | |
| 15 | NOW | Servicenow INC | 株式-IT | 3.04% | — | +166300.00% | |
| 16 | ZS | Zscaler INC | 株式-IT | 3.04% | — | -15.00% | |
| 17 | WOLF* | Wolfspeed INC | 株式-その他 | 2.95% | — | +89.71% | |
| 18 | ✓ | Pure Storage, Inc. | 株式-その他 | 2.84% | — | -40.76% | |
| 19 | NIO | Nio INC - Adr | 株式-一般消費財 | 2.83% | — | +3394100.00% | |
| 20 | OKTA | Okta INC | 株式-IT | 2.52% | — | +724000.00% | |
| 21 | ROKU | Roku INC | 株式-通信サービス | 2.48% | — | +785900.00% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.01% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.01% | -3.09% | +1900.00% | |
| 24 | AVGO | Broadcom INC | 株式-IT | — | -5.30% | — | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | — | — | -99.97% | |
| 26 | ✓ | ASML Holding N V ADR | 株式-その他 | — | +2.93% | — | |
| 27 | ADBE | Adobe INC | 株式-IT | — | — | — | |
| 28 | LRCXEUR | Lam Research CORP | 株式-IT | — | — | — | |
| 29 | INTU | Intuit INC | 株式-IT | — | — | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | — | — | — | |
| 31 | FTNT | Fortinet INC | 株式-IT | — | — | +400.00% | |
| 32 | KLAC | Kla CORP | 株式-IT | — | +0.01% | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | — | — | — | |
| 34 | PAYC | Paycom Software INC | 株式-IT | — | — | — | |
| 35 | PCTY | Paylocity Holding CORP | 株式-IT | — | — | — | |
| 36 | ENPH | Enphase Energy INC | 株式-IT | — | — | -99.99% | |
| 37 | CDNS | Cadence Design Sys INC | 株式-IT | — | — | — | |
| 38 | NVDA | Nvidia CORP | 株式-IT | — | -14.25% | -99.99% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | — | — | — | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-その他 | — | — | — | |
| 41 | SBNY | Signature Bank | 株式-金融 | — | — | — | |
| 42 | DOMO | Domo INC - Class B | 株式-その他 | — | — | -99.99% | |
| 43 | APPS | Digital Turbine INC | 株式-その他 | — | — | — | |
| 44 | ON | On Semiconductor | 株式-IT | — | — | — | |
| 45 | ✓ | Opentable INC | 株式-その他 | — | — | — | |
| 46 | COIN | Coinbase Global INC -class A | 株式-金融 | — | — | -99.98% | |
| 47 | PAYX | Paychex INC | 株式-IT | — | — | — | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | — | — | — | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | — | — | — | |
| 50 | PINS | Pinterest Inc- Class A | 株式-通信サービス | — | — | — |