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 | ✓ | Mellanox Technologies LTD | 株式-その他 | 7.40% | — | +220.90% | |
| 2 | ✓ | Pandora Media INC | 株式-その他 | 4.87% | — | +32.10% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.80% | -2.49% | EXIT | |
| 4 | DATA | Tableau Software Inc-cl A | 株式-その他 | 4.34% | — | -49.13% | |
| 5 | WDC | Western Digital CORP | 株式-IT | 4.18% | +2.15% | NEW | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.90% | — | -80.00% | |
| 7 | NXST | Nexstar Media Group INC | 株式-通信サービス | 3.88% | — | -40.72% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.34% | — | — | |
| 9 | AKAM | Akamai Technologies INC | 株式-IT | 3.09% | — | — | |
| 10 | CRM | Salesforce INC | 株式-IT | 2.76% | +5.92% | NEW | |
| 11 | AMAT | Applied Materials INC | 株式-IT | 2.65% | — | -40.84% | |
| 12 | SPLKCHF | Splunk INC | 株式-その他 | 2.48% | -1.52% | EXIT | |
| 13 | NEWREUR | New Relic INC | 株式-その他 | 2.44% | — | -28.58% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.44% | +3.88% | NEW | |
| 15 | MU | Micron Technology INC | 株式-IT | 2.41% | +4.65% | NEW | |
| 16 | AVGO | Broadcom Inc. | 株式-IT | 2.31% | — | -30.06% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.31% | — | — | |
| 18 | FITEUR | Fitbit INC - A | 株式-その他 | 2.14% | — | -21.10% | |
| 19 | ✓ | 株式-その他 | 1.89% | — | +7.41% | ||
| 20 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.86% | — | — | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 1.76% | -2.00% | EXIT | |
| 22 | FEYECHF | Mandiant INC | 株式-その他 | 1.75% | -0.31% | EXIT | |
| 23 | MTSI | Macom Technology Solutions H | 株式-IT | 1.74% | — | -9.15% | |
| 24 | WDAY | Workday Inc-class A | 株式-IT | 1.73% | — | — | |
| 25 | NOW | Servicenow INC | 株式-IT | 1.67% | — | — | |
| 26 | ✓ | Taser Intl INC | 株式-その他 | 1.62% | — | — | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 1.61% | -0.90% | EXIT | |
| 28 | TEO | Telecom Argentina Sa-sp Adr | 株式-その他 | 1.60% | — | +48.30% | |
| 29 | IMMR | Immersion Corporation | 株式-その他 | 1.47% | — | +4.13% | |
| 30 | RHT1EUR | Red Hat INC | 株式-その他 | 1.46% | — | — | |
| 31 | HMTVUSD | Hemisphere Media Group INC | 株式-その他 | 1.35% | -0.66% | — | |
| 32 | ✓ | Level 3 Communications INC | 株式-その他 | 1.28% | — | -44.44% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 1.23% | — | — | |
| 34 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.22% | — | -44.44% | |
| 35 | LCEUR | Happen INC | 株式-その他 | 1.20% | — | -22.97% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 1.19% | — | — | |
| 37 | FSLR | First Solar INC | 株式-IT | 1.01% | — | — | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.95% | — | — | |
| 39 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.93% | — | +67.63% | |
| 40 | ✓ | 株式-その他 | 0.89% | — | — | ||
| 41 | OLED | Universal Display CORP | 株式-IT | 0.89% | — | — | |
| 42 | ✓ | Windstream Holdings INC | 株式-その他 | 0.82% | — | -30.30% | |
| 43 | ✓ | Hortonworks, Inc. | 株式-その他 | 0.80% | — | -62.02% | |
| 44 | NTNX | Nutanix INC - A | 株式-IT | 0.75% | — | — | |
| 45 | GPRO | Gopro Inc-class A | 株式-その他 | 0.60% | — | — | |
| 46 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 0.55% | — | — | |
| 47 | ✓ | Vimpelcom LTD | 株式-その他 | 0.51% | — | — | |
| 48 | CAMPEUR | Calamp CORP | 株式-その他 | 0.50% | — | — | |
| 49 | ✓ | Silver Spring Networks INC | 株式-その他 | 0.39% | — | — | |
| 50 | ✓ | Nimble Storage, Inc. | 株式-その他 | 0.36% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Mellanox Technologies LTD | +5% | +220.90% | 増加 |
| 2 | WDC | Western Digital CORP | +2.5% | +91.03% | 増加 |
| 3 | ✓ | Pandora Media INC | +1.9% | +32.10% | 増加 |
| 4 | AMZN | Amazon.com INC | +1.6% | +140.00% | 増加 |
| 5 | SPLKCHF | Splunk INC | +1.1% | +56.13% | 増加 |
| 6 | TEO | Telecom Argentina Sa-sp Adr | +0.6% | +48.30% | 増加 |
| 7 | AVGO | Broadcom Inc. | -0.5% | -30.06% | 減少 |
| 8 | CHTR | Charter Communications Inc-a | -0.5% | -44.44% | 減少 |
| 9 | AMAT | Applied Materials INC | -0.7% | -40.84% | 減少 |
| 10 | ✓ | Level 3 Communications INC | -1.1% | -44.44% | 減少 |
| 11 | NXST | Nexstar Media Group INC | -1.1% | -40.72% | 減少 |
| 12 | FEYECHF | Mandiant INC | -1.3% | -40.00% | 減少 |
| 13 | ✓ | Hortonworks, Inc. | -1.7% | -62.02% | 減少 |
| 14 | DATA | Tableau Software Inc-cl A | -2.7% | -49.13% | 減少 |
| 15 | PANW | Palo Alto Networks INC | -2.9% | -72.81% | 減少 |
| 16 | MU | Micron Technology INC | -4.4% | -74.47% | 減少 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | -13.7% | -80.00% | 減少 |
| 18 | HIMX | Himax Technologies Inc-adr | — | EXIT | 全売却 |
| 19 | AAPL | Apple INC | — | NEW | 新規購入 |
| 20 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 21 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 22 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 23 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 24 | NXPI | NXP Semiconductors N.V. | — | NEW | 新規購入 |
| 25 | CCI | Crown Castle INC | — | EXIT | 全売却 |
| 26 | WDAY | Workday Inc-class A | — | NEW | 新規購入 |
| 27 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 28 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 29 | ✓ | Taser Intl INC | — | NEW | 新規購入 |
| 30 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 31 | RHT1EUR | Red Hat INC | — | NEW | 新規購入 |
| 32 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 33 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 34 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 35 | ✓ | Ellie Mae INC Com | — | EXIT | 全売却 |
| 36 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 37 | FSLR | First Solar INC | — | NEW | 新規購入 |
| 38 | VISN | Vistance Networks INC | — | EXIT | 全売却 |
| 39 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 40 | TYL | Tyler Technologies INC | — | EXIT | 全売却 |
| 41 | ✓ | — | NEW | 新規購入 | |
| 42 | OLED | Universal Display CORP | — | NEW | 新規購入 |
| 43 | RUBIEUR | Rubicon Project Inc/the | — | EXIT | 全売却 |
| 44 | NTNX | Nutanix INC - A | — | NEW | 新規購入 |
| 45 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 46 | NUANEUR | Nuance Communications INC | — | EXIT | 全売却 |
| 47 | DXJ | Wisdomtree Japan Hedged Eq | — | EXIT | 全売却 |
| 48 | GPRO | Gopro Inc-class A | — | NEW | 新規購入 |
| 49 | SHOP | Shopify INC - Class A | — | EXIT | 全売却 |
| 50 | TSEM | Tower Semiconductor Ltd. | — | NEW | 新規購入 |