CIK: 0001602987
申告総資産額
$6008.5万
| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 10.78% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.44% | — | -41.10% | |
| 3 | DATA | Tableau Software Inc-cl A | 株式-その他 | 7.07% | — | +718.30% | |
| 4 | ✓ | Level 3 Communications INC | 株式-その他 | 6.60% | — | +55.46% | |
| 5 | AKAM | Akamai Technologies INC | 株式-IT | 6.40% | — | -0.81% | |
| 6 | CONE1EUR | Cyrusone INC | 株式-その他 | 4.06% | — | +33.66% | |
| 7 | NXST | Nexstar Media Group INC | 株式-通信サービス | 3.54% | — | +57.10% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 3.53% | — | — | |
| 9 | WDAY | Workday Inc-class A | 株式-IT | 3.42% | — | -25.73% | |
| 10 | TWXCHF | Time Warner INC | 株式-その他 | 3.04% | — | — | |
| 11 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 2.83% | — | -37.81% | |
| 12 | ✓ | Integrated Device Technology INC | 株式-その他 | 2.82% | — | +60.03% | |
| 13 | MTSI | Macom Technology Solutions H | 株式-IT | 2.75% | — | +605.20% | |
| 14 | CDNS | Cadence Design Sys INC | 株式-IT | 2.67% | — | -36.03% | |
| 15 | NOW | Servicenow INC | 株式-IT | 2.64% | — | +14.06% | |
| 16 | AVGO | Broadcom Inc. | 株式-IT | 2.61% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 2.60% | -2.49% | EXIT | |
| 18 | NEWREUR | New Relic INC | 株式-その他 | 2.50% | — | +590.99% | |
| 19 | TMUS | T-mobile US INC | 株式-通信サービス | 2.46% | — | +6.48% | |
| 20 | ADSK | Autodesk INC | 株式-IT | 2.35% | — | +88.13% | |
| 21 | ✓ | 株式-その他 | 1.94% | — | +253.67% | ||
| 22 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 1.66% | — | -10.55% | |
| 23 | HIMX | Himax Technologies Inc-adr | 株式-その他 | 1.47% | -0.84% | EXIT | |
| 24 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 1.37% | — | -57.32% | |
| 25 | ✓ | Yahoo INC | 株式-その他 | 1.28% | — | — | |
| 26 | AMC | AMC Entertainment Holdings, Inc. | 株式-その他 | 1.13% | — | — | |
| 27 | ✓ | Pandora Media INC | 株式-その他 | 1.13% | — | — | |
| 28 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 1.08% | — | — | |
| 29 | DISH | Dish Network Corp-a | 株式-その他 | 1.03% | — | -1.31% | |
| 30 | HMTVUSD | Hemisphere Media Group INC | 株式-その他 | 0.82% | -0.66% | -10.09% | |
| 31 | YELP | Yelp INC | 株式-その他 | 0.71% | — | — | |
| 32 | TREE | Lendingtree INC | 株式-その他 | 0.59% | — | -27.48% | |
| 33 | TEO | Telecom Argentina Sa-sp Adr | 株式-その他 | 0.58% | — | +0.06% | |
| 34 | IMMR | Immersion Corporation | 株式-その他 | 0.48% | — | +4.55% | |
| 35 | AMT | American Tower CORP | 株式-不動産 | 0.47% | — | -86.35% | |
| 36 | RUBIEUR | Rubicon Project Inc/the | 株式-その他 | 0.31% | — | -20.12% | |
| 37 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 0.24% | — | — | |
| 38 | ✓ | Cnova N V | 株式-その他 | 0.22% | — | -56.26% | |
| 39 | ✓ | Ruckus Wireless INC | 株式-その他 | 0.21% | — | -73.25% | |
| 40 | ✓ | Infoblox INC | 株式-その他 | 0.20% | — | +25.21% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DATA | Tableau Software Inc-cl A | +6% | +718.30% | 増加 |
| 2 | MTSI | Macom Technology Solutions H | +2.3% | +605.20% | 増加 |
| 3 | NEWREUR | New Relic INC | +2.2% | +590.99% | 増加 |
| 4 | ✓ | Level 3 Communications INC | +2.2% | +55.46% | 増加 |
| 5 | CONE1EUR | Cyrusone INC | +1.7% | +33.66% | 増加 |
| 6 | ✓ | +1.5% | +253.67% | 増加 | |
| 7 | NXST | Nexstar Media Group INC | +1.3% | +57.10% | 増加 |
| 8 | ✓ | Integrated Device Technology INC | +1.2% | +60.03% | 増加 |
| 9 | ADSK | Autodesk INC | +1.1% | +88.13% | 増加 |
| 10 | AAPL | Apple INC | -0.3% | -11.12% | 減少 |
| 11 | CYEUR | Cypress Semiconductor CORP | -0.5% | -10.55% | 減少 |
| 12 | ✓ | Cnova N V | -0.6% | -56.26% | 減少 |
| 13 | CDNS | Cadence Design Sys INC | -0.8% | -36.03% | 減少 |
| 14 | WDAY | Workday Inc-class A | -1% | -25.73% | 減少 |
| 15 | SMCIUSD | Super Micro Computer INC | -1.4% | -37.81% | 減少 |
| 16 | ZAYOEUR | Zayo Group Holdings INC | -1.4% | -57.32% | 減少 |
| 17 | AMT | American Tower CORP | -2.7% | -86.35% | 減少 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.8% | -41.10% | 減少 |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新規購入 |
| 20 | T | At&t INC | — | EXIT | 全売却 |
| 21 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 22 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 23 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 24 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 25 | TWXCHF | Time Warner INC | — | NEW | 新規購入 |
| 26 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |
| 27 | WDC | Western Digital CORP | — | EXIT | 全売却 |
| 28 | ✓ | Jds Uniphase CORP | — | EXIT | 全売却 |
| 29 | MRVL | Marvell Technology, Inc. | — | EXIT | 全売却 |
| 30 | FEYECHF | Mandiant INC | — | EXIT | 全売却 |
| 31 | ADI | Analog Devices INC | — | EXIT | 全売却 |
| 32 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 33 | HIMX | Himax Technologies Inc-adr | — | NEW | 新規購入 |
| 34 | ✓ | Yahoo INC | — | NEW | 新規購入 |
| 35 | AMC | AMC Entertainment Holdings, Inc. | — | NEW | 新規購入 |
| 36 | ✓ | Pandora Media INC | — | NEW | 新規購入 |
| 37 | SFLY | Shutterfly LLC | — | EXIT | 全売却 |
| 38 | ZNGAEUR | Zynga INC - Cl A | — | NEW | 新規購入 |
| 39 | ✓ | — | EXIT | 全売却 | |
| 40 | CRTO | Criteo Sa-spon Adr | — | EXIT | 全売却 |
| 41 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 42 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 43 | YELP | Yelp INC | — | NEW | 新規購入 |
| 44 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 45 | NBIS | Nebius Group NV | — | EXIT | 全売却 |
| 46 | ✓ | Qlik Technologies INC | — | EXIT | 全売却 |
| 47 | VRNS | Varonis Systems INC | — | EXIT | 全売却 |
| 48 | CSIQ | Canadian Solar INC | — | EXIT | 全売却 |
| 49 | FITEUR | Fitbit INC - A | — | EXIT | 全売却 |
| 50 | ALRM | Alarm.com Holdings INC | — | EXIT | 全売却 |