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 | MU | Micron Technology INC | 株式-IT | 6.95% | +4.65% | NEW | |
| 2 | ✓ | Ellie Mae INC Com | 株式-その他 | 6.51% | — | — | |
| 3 | WDC | Western Digital CORP | 株式-IT | 5.31% | +2.15% | NEW | |
| 4 | DATA | Tableau Software Inc-cl A | 株式-その他 | 5.24% | — | +30.02% | |
| 5 | ✓ | Pandora Media INC | 株式-その他 | 5.01% | — | -7.22% | |
| 6 | ✓ | Mellanox Technologies LTD | 株式-その他 | 4.97% | — | -41.72% | |
| 7 | INSTEUR | Instructure INC | 株式-その他 | 3.96% | — | — | |
| 8 | AMT | American Tower CORP | 株式-不動産 | 3.91% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.84% | +3.88% | NEW | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.48% | -0.94% | EXIT | |
| 11 | ✓ | 株式-その他 | 3.08% | — | +37.97% | ||
| 12 | CCI | Crown Castle INC | 株式-不動産 | 2.92% | — | — | |
| 13 | CONE1EUR | Cyrusone INC | 株式-その他 | 2.91% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 2.54% | -2.49% | EXIT | |
| 15 | OLED | Universal Display CORP | 株式-IT | 2.47% | — | +124.72% | |
| 16 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 2.46% | — | — | |
| 17 | NXST | Nexstar Media Group INC | 株式-通信サービス | 2.46% | — | -52.55% | |
| 18 | FEYECHF | Mandiant INC | 株式-その他 | 2.06% | -0.31% | EXIT | |
| 19 | ✓ | Integrated Device Technology INC | 株式-その他 | 1.86% | — | — | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 1.77% | — | -48.76% | |
| 21 | CIEN | Ciena CORP | 株式-IT | 1.70% | -0.44% | — | |
| 22 | STX | Seagate Technology Holdings plc | 株式-IT | 1.67% | — | — | |
| 23 | DELL | Dell Technologies Inc. | 株式-IT | 1.60% | — | — | |
| 24 | INFNEUR | Infinera CORP | 株式-その他 | 1.49% | — | — | |
| 25 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.47% | — | — | |
| 26 | NEWREUR | New Relic INC | 株式-その他 | 1.44% | — | -34.15% | |
| 27 | HMTVUSD | Hemisphere Media Group INC | 株式-その他 | 1.44% | -0.66% | — | |
| 28 | VG1EUR | Vonage Holdings CORP | 株式-その他 | 1.43% | — | — | |
| 29 | IMMR | Immersion Corporation | 株式-その他 | 1.41% | — | -39.50% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 1.30% | — | -7.34% | |
| 31 | TREE | Lendingtree INC | 株式-その他 | 1.11% | — | — | |
| 32 | SHOP | Shopify INC - Class A | 株式-IT | 1.06% | — | — | |
| 33 | LCEUR | Happen INC | 株式-その他 | 1.02% | — | -17.66% | |
| 34 | TWLO | Twilio INC - A | 株式-IT | 0.97% | +0.85% | — | |
| 35 | ✓ | Oclaro INC | 株式-その他 | 0.97% | — | — | |
| 36 | AKAM | Akamai Technologies INC | 株式-IT | 0.96% | — | -79.75% | |
| 37 | YELP | Yelp INC | 株式-その他 | 0.96% | — | — | |
| 38 | HUBS | Hubspot INC | 株式-IT | 0.92% | — | — | |
| 39 | MSTR | Strategy INC | 株式-IT | 0.91% | — | — | |
| 40 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.77% | — | -1.08% | |
| 41 | MX | Magnachip Semiconductor CORP | 株式-その他 | 0.66% | — | +222.96% | |
| 42 | TWTRUSD | Twitter INC | 株式-その他 | 0.63% | — | — | |
| 43 | GTN | Gray Media INC | 株式-その他 | 0.41% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | +4.5% | +92.37% | 増加 |
| 2 | OLED | Universal Display CORP | +1.6% | +124.72% | 増加 |
| 3 | AMAT | Applied Materials INC | -0.9% | -48.76% | 減少 |
| 4 | NEWREUR | New Relic INC | -1% | -34.15% | 減少 |
| 5 | NXST | Nexstar Media Group INC | -1.4% | -52.55% | 減少 |
| 6 | AKAM | Akamai Technologies INC | -2.1% | -79.75% | 減少 |
| 7 | AAPL | Apple INC | -2.3% | -57.57% | 減少 |
| 8 | ✓ | Mellanox Technologies LTD | -2.4% | -41.72% | 減少 |
| 9 | ✓ | Ellie Mae INC Com | — | NEW | 新規購入 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 11 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 12 | INSTEUR | Instructure INC | — | NEW | 新規購入 |
| 13 | AMT | American Tower CORP | — | NEW | 新規購入 |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 15 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 16 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 17 | CCI | Crown Castle INC | — | NEW | 新規購入 |
| 18 | CONE1EUR | Cyrusone INC | — | NEW | 新規購入 |
| 19 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 20 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 21 | FITEUR | Fitbit INC - A | — | EXIT | 全売却 |
| 22 | SONY | Sony Group CORP - Sp Adr | — | NEW | 新規購入 |
| 23 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 24 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 25 | MTSI | Macom Technology Solutions H | — | EXIT | 全売却 |
| 26 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 27 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 28 | ✓ | Taser Intl INC | — | EXIT | 全売却 |
| 29 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 30 | TEO | Telecom Argentina Sa-sp Adr | — | EXIT | 全売却 |
| 31 | ✓ | Integrated Device Technology INC | — | NEW | 新規購入 |
| 32 | RHT1EUR | Red Hat INC | — | EXIT | 全売却 |
| 33 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 34 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 35 | DELL | Dell Technologies Inc. | — | NEW | 新規購入 |
| 36 | ✓ | Level 3 Communications INC | — | EXIT | 全売却 |
| 37 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 38 | INFNEUR | Infinera CORP | — | NEW | 新規購入 |
| 39 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 40 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 41 | VG1EUR | Vonage Holdings CORP | — | NEW | 新規購入 |
| 42 | FSLR | First Solar INC | — | EXIT | 全売却 |
| 43 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 44 | TREE | Lendingtree INC | — | NEW | 新規購入 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 47 | ✓ | Windstream Holdings INC | — | EXIT | 全売却 |
| 48 | ✓ | Hortonworks, Inc. | — | EXIT | 全売却 |
| 49 | TWLO | Twilio INC - A | — | NEW | 新規購入 |
| 50 | ✓ | Oclaro INC | — | NEW | 新規購入 |