CIK: 0001666551
申告総資産額
$7000.0
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 13.91% | — | — | |
| 2 | IPHI | Inphi CORP | 株式-その他 | 9.55% | — | — | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 9.14% | — | — | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 7.62% | — | — | |
| 5 | ✓ | Mellanox Technologies LTD | 株式-その他 | 7.46% | — | — | |
| 6 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 6.77% | — | — | |
| 7 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 6.24% | — | — | |
| 8 | ANETEUR | Arista Networks INC | 株式-その他 | 6.15% | — | — | |
| 9 | OLED | Universal Display CORP | 株式-IT | 4.37% | — | — | |
| 10 | ✓ | Oclaro INC | 株式-その他 | 4.31% | — | — | |
| 11 | AMAT | Applied Materials INC | 株式-IT | 2.89% | — | — | |
| 12 | CRM | Salesforce INC | 株式-IT | 2.82% | — | — | |
| 13 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 株式-その他 | 2.79% | — | — | |
| 14 | LRCXEUR | Lam Research CORP | 株式-IT | 2.67% | — | — | |
| 15 | MTSI | Macom Technology Solutions H | 株式-IT | 2.46% | — | — | |
| 16 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.38% | — | — | |
| 17 | AAOI | Applied Optoelectronics INC | 株式-IT | 2.02% | — | — | |
| 18 | WDC | Western Digital CORP | 株式-IT | 1.65% | — | — | |
| 19 | LSCC | Lattice Semiconductor CORP | 株式-IT | 1.59% | — | — | |
| 20 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 1.10% | — | — | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | — | |
| 22 | RNG | Ringcentral Inc-class A | 株式-IT | 1.05% | — | — |