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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 17.57% | — | +400.00% | |
| 2 | DATA | Tableau Software Inc-cl A | 株式-その他 | 7.03% | — | -36.20% | |
| 3 | MU | Micron Technology INC | 株式-IT | 6.79% | +4.65% | NEW | |
| 4 | HIMX | Himax Technologies Inc-adr | 株式-その他 | 6.28% | -0.84% | EXIT | |
| 5 | NXST | Nexstar Media Group INC | 株式-通信サービス | 5.02% | — | +12.73% | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 4.63% | -2.00% | EXIT | |
| 7 | AMAT | Applied Materials INC | 株式-IT | 3.32% | — | — | |
| 8 | FEYECHF | Mandiant INC | 株式-その他 | 3.04% | -0.31% | EXIT | |
| 9 | ✓ | Pandora Media INC | 株式-その他 | 2.98% | — | — | |
| 10 | AVGO | Broadcom Inc. | 株式-IT | 2.77% | — | -48.52% | |
| 11 | ✓ | Hortonworks, Inc. | 株式-その他 | 2.52% | — | +16.52% | |
| 12 | NEWREUR | New Relic INC | 株式-その他 | 2.44% | — | -27.88% | |
| 13 | ✓ | Mellanox Technologies LTD | 株式-その他 | 2.38% | — | -47.60% | |
| 14 | ✓ | Level 3 Communications INC | 株式-その他 | 2.38% | — | -12.12% | |
| 15 | FITEUR | Fitbit INC - A | 株式-その他 | 2.08% | — | — | |
| 16 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.73% | — | — | |
| 17 | CCI | Crown Castle INC | 株式-不動産 | 1.68% | — | +33.99% | |
| 18 | ✓ | 株式-その他 | 1.67% | — | -64.00% | ||
| 19 | WDC | Western Digital CORP | 株式-IT | 1.64% | +2.15% | NEW | |
| 20 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.59% | — | — | |
| 21 | MTSI | Macom Technology Solutions H | 株式-IT | 1.39% | — | — | |
| 22 | SPLKCHF | Splunk INC | 株式-その他 | 1.36% | -1.52% | EXIT | |
| 23 | IMMR | Immersion Corporation | 株式-その他 | 1.18% | — | +29.05% | |
| 24 | CIEN | Ciena CORP | 株式-IT | 1.17% | -0.44% | — | |
| 25 | HMTVUSD | Hemisphere Media Group INC | 株式-その他 | 1.16% | -0.66% | -18.67% | |
| 26 | ✓ | Ellie Mae INC Com | 株式-その他 | 1.08% | — | — | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | — | — | |
| 28 | ✓ | Windstream Holdings INC | 株式-その他 | 1.01% | — | — | |
| 29 | LCEUR | Happen INC | 株式-その他 | 1.01% | — | — | |
| 30 | TEO | Telecom Argentina Sa-sp Adr | 株式-その他 | 1.00% | — | +209.61% | |
| 31 | VISN | Vistance Networks INC | 株式-IT | 0.93% | +0.71% | -43.05% | |
| 32 | TYL | Tyler Technologies INC | 株式-IT | 0.84% | — | — | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | +3.88% | NEW | |
| 34 | RUBIEUR | Rubicon Project Inc/the | 株式-その他 | 0.80% | — | — | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.69% | — | — | |
| 36 | NUANEUR | Nuance Communications INC | 株式-その他 | 0.65% | — | — | |
| 37 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.65% | — | — | |
| 38 | SHOP | Shopify INC - Class A | 株式-IT | 0.52% | — | — | |
| 39 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.44% | — | -84.17% | |
| 40 | KN | Knowles CORP | 株式-その他 | 0.44% | — | — | |
| 41 | ASML | ASML Holding N.V. | 株式-IT | 0.42% | — | — | |
| 42 | CCOI | Cogent Communications Holdin | 株式-その他 | 0.40% | — | — | |
| 43 | ✓ | Imperva INC | 株式-その他 | 0.36% | — | — | |
| 44 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 0.33% | — | — | |
| 45 | ✓ | Videocon D2h LTD | 株式-その他 | 0.24% | — | — | |
| 46 | ✓ | Bazaarvoice INC | 株式-その他 | 0.21% | — | — | |
| 47 | ✓ | Sigma Design INC | 株式-その他 | 0.16% | — | — | |
| 48 | ATEN | A10 Networks INC | 株式-その他 | 0.15% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +15.7% | +400.00% | 増加 |
| 2 | MU | Micron Technology INC | +6.7% | +2216.09% | 増加 |
| 3 | PANW | Palo Alto Networks INC | +3.7% | +257.57% | 増加 |
| 4 | HIMX | Himax Technologies Inc-adr | +3.3% | +54.18% | 増加 |
| 5 | NXST | Nexstar Media Group INC | +2.8% | +12.73% | 増加 |
| 6 | DATA | Tableau Software Inc-cl A | +1.4% | -36.20% | 減少 |
| 7 | SPLKCHF | Splunk INC | +1% | +79.25% | 増加 |
| 8 | TEO | Telecom Argentina Sa-sp Adr | +0.8% | +209.61% | 増加 |
| 9 | AVGO | Broadcom Inc. | -0.1% | -48.52% | 減少 |
| 10 | ✓ | Mellanox Technologies LTD | -0.4% | -47.60% | 減少 |
| 11 | ✓ | -0.7% | -64.00% | 減少 | |
| 12 | ZEN1EUR | Zendesk INC | -0.8% | -84.17% | 減少 |
| 13 | AMZN | Amazon.com INC | -6.5% | -95.01% | 減少 |
| 14 | AAPL | Apple INC | — | EXIT | 全売却 |
| 15 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 16 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 17 | MAR | Marriott International -cl A | — | EXIT | 全売却 |
| 18 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 19 | STWD | Starwood Property Trust, Inc. | — | EXIT | 全売却 |
| 20 | INFNEUR | Infinera CORP | — | EXIT | 全売却 |
| 21 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 22 | JNP | Juniper Networks INC | — | EXIT | 全売却 |
| 23 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 24 | ✓ | Pandora Media INC | — | NEW | 新規購入 |
| 25 | ANETEUR | Arista Networks INC | — | EXIT | 全売却 |
| 26 | FITEUR | Fitbit INC - A | — | NEW | 新規購入 |
| 27 | AMC | AMC Entertainment Holdings, Inc. | — | EXIT | 全売却 |
| 28 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 29 | ✓ | Infoblox INC | — | EXIT | 全売却 |
| 30 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 31 | MTSI | Macom Technology Solutions H | — | NEW | 新規購入 |
| 32 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 33 | AMT | American Tower CORP | — | EXIT | 全売却 |
| 34 | RHT1EUR | Red Hat INC | — | EXIT | 全売却 |
| 35 | ✓ | Genocea Biosciences INC | — | EXIT | 全売却 |
| 36 | ✓ | Incontact INC | — | EXIT | 全売却 |
| 37 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 38 | ✓ | Gigamon INC | — | EXIT | 全売却 |
| 39 | CDNS | Cadence Design Sys INC | — | EXIT | 全売却 |
| 40 | ✓ | Ellie Mae INC Com | — | NEW | 新規購入 |
| 41 | AKAM | Akamai Technologies INC | — | EXIT | 全売却 |
| 42 | MRVL | Marvell Technology, Inc. | — | EXIT | 全売却 |
| 43 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 44 | ✓ | Windstream Holdings INC | — | NEW | 新規購入 |
| 45 | LCEUR | Happen INC | — | NEW | 新規購入 |
| 46 | JD | Jd.com Inc-adr | — | EXIT | 全売却 |
| 47 | TYL | Tyler Technologies INC | — | NEW | 新規購入 |
| 48 | STX | Seagate Technology Holdings plc | — | EXIT | 全売却 |
| 49 | RUBIEUR | Rubicon Project Inc/the | — | NEW | 新規購入 |
| 50 | ORCL | Oracle CORP | — | NEW | 新規購入 |