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 | AVGO | Broadcom Inc. | 株式-IT | 6.91% | — | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.36% | -0.94% | EXIT | |
| 3 | LITE | Lumentum Holdings INC | 株式-IT | 5.20% | -0.07% | +14.82% | |
| 4 | ✓ | Ellie Mae INC Com | 株式-その他 | 5.12% | — | — | |
| 5 | DATA | Tableau Software Inc-cl A | 株式-その他 | 5.02% | — | -37.99% | |
| 6 | AMAT | Applied Materials INC | 株式-IT | 4.71% | — | -43.91% | |
| 7 | HIMX | Himax Technologies Inc-adr | 株式-その他 | 4.46% | -0.84% | EXIT | |
| 8 | CIEN | Ciena CORP | 株式-IT | 4.41% | -0.44% | +17.65% | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.38% | — | -40.00% | |
| 10 | AAPL | Apple INC | 株式-IT | 4.33% | -2.49% | EXIT | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.47% | — | +11.11% | |
| 12 | MU | Micron Technology INC | 株式-IT | 2.92% | +4.65% | NEW | |
| 13 | XLNXEUR | Xilinx INC | 株式-その他 | 2.84% | +5.29% | NEW | |
| 14 | PANW | Palo Alto Networks INC | 株式-IT | 2.77% | -2.00% | EXIT | |
| 15 | ✓ | Pandora Media INC | 株式-その他 | 2.59% | — | -46.44% | |
| 16 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 2.50% | — | — | |
| 17 | ✓ | Oclaro INC | 株式-その他 | 2.14% | — | — | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 2.07% | — | — | |
| 19 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.94% | — | +362.01% | |
| 20 | ICHR | Ichor Holdings, Ltd. | 株式-その他 | 1.88% | — | +250.00% | |
| 21 | MULEUSD | Mulesoft INC -a | 株式-その他 | 1.60% | — | — | |
| 22 | FEYECHF | Mandiant INC | 株式-その他 | 1.55% | -0.31% | EXIT | |
| 23 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 1.55% | — | — | |
| 24 | INFNEUR | Infinera CORP | 株式-その他 | 1.52% | — | +15.90% | |
| 25 | AKAM | Akamai Technologies INC | 株式-IT | 1.38% | — | +489.59% | |
| 26 | BNFTEUR | Benefitfocus INC | 株式-その他 | 1.37% | — | -20.34% | |
| 27 | SPLKCHF | Splunk INC | 株式-その他 | 1.20% | -1.52% | EXIT | |
| 28 | FTNT | Fortinet INC | 株式-IT | 1.19% | — | — | |
| 29 | ZEN1EUR | Zendesk INC | 株式-その他 | 1.04% | — | -27.95% | |
| 30 | MSTR | Strategy INC | 株式-IT | 1.02% | — | +112.20% | |
| 31 | ✓ | Cyberark Software LTD | 株式-その他 | 0.94% | — | +96.11% | |
| 32 | TWTRUSD | Twitter INC | 株式-その他 | 0.93% | — | -45.00% | |
| 33 | ✓ | Sigma Design INC | 株式-その他 | 0.93% | — | -41.17% | |
| 34 | NXST | Nexstar Media Group INC | 株式-通信サービス | 0.91% | — | -32.13% | |
| 35 | MX | Magnachip Semiconductor CORP | 株式-その他 | 0.90% | — | +34.42% | |
| 36 | HMTVUSD | Hemisphere Media Group INC | 株式-その他 | 0.86% | -0.66% | -20.26% | |
| 37 | ✓ | 株式-その他 | 0.64% | — | -33.49% | ||
| 38 | MVIS | Microvision INC | 株式-その他 | 0.61% | — | — | |
| 39 | GLUU | Glu Mobile INC | 株式-その他 | 0.57% | — | -25.00% | |
| 40 | TER | Teradyne INC | 株式-IT | 0.56% | — | — | |
| 41 | NUANEUR | Nuance Communications INC | 株式-その他 | 0.55% | — | +40.00% | |
| 42 | LCEUR | Happen INC | 株式-その他 | 0.49% | — | -70.37% | |
| 43 | ROKU | Roku INC | 株式-通信サービス | 0.44% | — | — | |
| 44 | ✓ | 株式-その他 | 0.42% | — | — | ||
| 45 | KN | Knowles CORP | 株式-その他 | 0.38% | — | — | |
| 46 | AMBRUSD | Amber Road INC | 株式-その他 | 0.26% | — | — | |
| 47 | HLIT | Harmonic INC | 株式-その他 | 0.25% | +0.62% | — | |
| 48 | TLND | Talend SA - Adr | 株式-その他 | 0.25% | — | -28.52% | |
| 49 | INSTEUR | Instructure INC | 株式-その他 | 0.24% | — | -78.78% | |
| 50 | ✓ | Apptio INC | 株式-その他 | 0.22% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HIMX | Himax Technologies Inc-adr | +1.9% | +33.27% | 増加 |
| 2 | BKNG | Booking Hldgs INC | +1.5% | +362.01% | 増加 |
| 3 | ICHR | Ichor Holdings, Ltd. | +1.5% | +250.00% | 増加 |
| 4 | AKAM | Akamai Technologies INC | +1.1% | +489.59% | 増加 |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.9% | +11.11% | 増加 |
| 6 | PANW | Palo Alto Networks INC | +0.8% | +29.26% | 増加 |
| 7 | LITE | Lumentum Holdings INC | +0.4% | +14.82% | 増加 |
| 8 | ZEN1EUR | Zendesk INC | -0.4% | -27.95% | 減少 |
| 9 | NXST | Nexstar Media Group INC | -0.4% | -32.13% | 減少 |
| 10 | MU | Micron Technology INC | -0.4% | -32.65% | 減少 |
| 11 | BNFTEUR | Benefitfocus INC | -0.5% | -20.34% | 減少 |
| 12 | ✓ | Sigma Design INC | -0.6% | -41.17% | 減少 |
| 13 | GOOGL | Alphabet Inc-cl A | -0.7% | -15.38% | 減少 |
| 14 | TWTRUSD | Twitter INC | -0.9% | -45.00% | 減少 |
| 15 | LCEUR | Happen INC | -1% | -70.37% | 減少 |
| 16 | INSTEUR | Instructure INC | -1.1% | -78.78% | 減少 |
| 17 | SPLKCHF | Splunk INC | -1.4% | -64.22% | 減少 |
| 18 | DATA | Tableau Software Inc-cl A | -1.7% | -37.99% | 減少 |
| 19 | AMAT | Applied Materials INC | -2% | -43.91% | 減少 |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | -2.6% | -40.00% | 減少 |
| 21 | ✓ | Pandora Media INC | -3.1% | -46.44% | 減少 |
| 22 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |
| 23 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 24 | ✓ | Ellie Mae INC Com | — | NEW | 新規購入 |
| 25 | WDC | Western Digital CORP | — | EXIT | 全売却 |
| 26 | AAPL | Apple INC | — | NEW | 新規購入 |
| 27 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |
| 28 | CYEUR | Cypress Semiconductor CORP | — | NEW | 新規購入 |
| 29 | INTC | Intel CORP | — | EXIT | 全売却 |
| 30 | ✓ | Oclaro INC | — | NEW | 新規購入 |
| 31 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 32 | CSOD | Cornerstone Ondemand INC | — | EXIT | 全売却 |
| 33 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 34 | MULEUSD | Mulesoft INC -a | — | NEW | 新規購入 |
| 35 | FXI | Ishares China Large-cap ETF | — | NEW | 新規購入 |
| 36 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 37 | NTES | Netease Inc-adr | — | EXIT | 全売却 |
| 38 | FTNT | Fortinet INC | — | NEW | 新規購入 |
| 39 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 40 | NTGR | Netgear INC | — | EXIT | 全売却 |
| 41 | ✓ | Gigamon INC | — | EXIT | 全売却 |
| 42 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 43 | GTN | Gray Media INC | — | EXIT | 全売却 |
| 44 | MVIS | Microvision INC | — | NEW | 新規購入 |
| 45 | BB | Blackberry LTD | — | EXIT | 全売却 |
| 46 | TER | Teradyne INC | — | NEW | 新規購入 |
| 47 | GLW | Corning INC | — | EXIT | 全売却 |
| 48 | ROKU | Roku INC | — | NEW | 新規購入 |
| 49 | ✓ | — | NEW | 新規購入 | |
| 50 | KN | Knowles CORP | — | NEW | 新規購入 |