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 | AAPL | Apple INC | 株式-IT | 5.28% | -2.49% | EXIT | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.01% | — | -12.95% | |
| 3 | LITE | Lumentum Holdings INC | 株式-IT | 4.74% | -0.07% | +1.90% | |
| 4 | DATA | Tableau Software Inc-cl A | 株式-その他 | 4.60% | — | +85.85% | |
| 5 | NXPI | NXP Semiconductors N.V. | 株式-IT | 4.42% | — | — | |
| 6 | ROKU | Roku INC | 株式-通信サービス | 4.39% | — | +136.09% | |
| 7 | PANW | Palo Alto Networks INC | 株式-IT | 4.03% | -2.00% | EXIT | |
| 8 | MTSI | Macom Technology Solutions H | 株式-IT | 3.74% | — | +125.99% | |
| 9 | FEYECHF | Mandiant INC | 株式-その他 | 3.74% | -0.31% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.71% | -0.94% | EXIT | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 3.65% | — | — | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.62% | +3.88% | NEW | |
| 13 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 3.34% | — | -18.37% | |
| 14 | NPTNEUR | Neophotonics CORP | 株式-その他 | 3.27% | -9.70% | EXIT | |
| 15 | CIEN | Ciena CORP | 株式-IT | 3.24% | -0.44% | -24.31% | |
| 16 | AKAM | Akamai Technologies INC | 株式-IT | 2.98% | — | -20.31% | |
| 17 | NBIS | Nebius Group NV | 株式-その他 | 2.93% | — | +91.67% | |
| 18 | ✓ | Hortonworks, Inc. | 株式-その他 | 2.78% | — | -34.63% | |
| 19 | IPHI | Inphi CORP | 株式-その他 | 2.65% | — | +46.64% | |
| 20 | BNFTEUR | Benefitfocus INC | 株式-その他 | 2.19% | — | -44.38% | |
| 21 | P | Everpure Inc-a | 株式-IT | 2.18% | — | +6.27% | |
| 22 | ADSK | Autodesk INC | 株式-IT | 1.85% | — | — | |
| 23 | VIAV | Viavi Solutions INC | 株式-IT | 1.77% | -0.21% | +13.19% | |
| 24 | HMTVUSD | Hemisphere Media Group INC | 株式-その他 | 1.64% | -0.66% | — | |
| 25 | COHR | Coherent Corp. | 株式-IT | 1.60% | +0.58% | -32.75% | |
| 26 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 1.50% | — | — | |
| 27 | MSTR | Strategy INC | 株式-IT | 1.47% | — | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.25% | — | — | |
| 29 | NXST | Nexstar Media Group INC | 株式-通信サービス | 1.19% | — | — | |
| 30 | HLIT | Harmonic INC | 株式-その他 | 1.10% | +0.62% | +54.45% | |
| 31 | HIMX | Himax Technologies Inc-adr | 株式-その他 | 1.10% | -0.84% | EXIT | |
| 32 | ✓ | 株式-その他 | 1.08% | — | — | ||
| 33 | MX | Magnachip Semiconductor CORP | 株式-その他 | 1.04% | — | -10.32% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.94% | — | -84.57% | |
| 35 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 0.85% | — | +300.00% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.78% | — | — | |
| 37 | GLW | Corning INC | 株式-IT | 0.69% | — | -78.15% | |
| 38 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.56% | — | -60.00% | |
| 39 | ✓ | Oclaro INC | 株式-その他 | 0.52% | — | — | |
| 40 | GWRE | Guidewire Software INC | 株式-IT | 0.47% | — | — | |
| 41 | LCEUR | Happen INC | 株式-その他 | 0.47% | — | -45.12% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.45% | — | -79.95% | |
| 43 | ✓ | Gordon Pointe Acquisition Co | 株式-その他 | 0.38% | — | — | |
| 44 | RESNUSD | Resonant INC | 株式-その他 | 0.37% | — | +25.63% | |
| 45 | COHREUR | Coherent INC | 株式-その他 | 0.30% | — | — | |
| 46 | EMKREUR | Emcore CORP | 株式-その他 | 0.10% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ROKU | Roku INC | +3.3% | +136.09% | 増加 |
| 2 | DATA | Tableau Software Inc-cl A | +2.4% | +85.85% | 増加 |
| 3 | MTSI | Macom Technology Solutions H | +1.8% | +125.99% | 増加 |
| 4 | PANW | Palo Alto Networks INC | +1.8% | +68.27% | 増加 |
| 5 | NBIS | Nebius Group NV | +1.2% | +91.67% | 増加 |
| 6 | IPHI | Inphi CORP | +1% | +46.64% | 増加 |
| 7 | FEYECHF | Mandiant INC | +0.9% | +22.87% | 増加 |
| 8 | NPTNEUR | Neophotonics CORP | +0.9% | +6.22% | 増加 |
| 9 | CYEUR | Cypress Semiconductor CORP | +0.6% | +300.00% | 増加 |
| 10 | HLIT | Harmonic INC | +0.5% | +54.45% | 増加 |
| 11 | P | Everpure Inc-a | +0.3% | +6.27% | 増加 |
| 12 | HIMX | Himax Technologies Inc-adr | -0.3% | +0.03% | 増加 |
| 13 | LCEUR | Happen INC | -0.4% | -45.12% | 減少 |
| 14 | CIEN | Ciena CORP | -0.6% | -24.31% | 減少 |
| 15 | ✓ | Hortonworks, Inc. | -0.7% | -34.63% | 減少 |
| 16 | COHR | Coherent Corp. | -0.7% | -32.75% | 減少 |
| 17 | GOOGL | Alphabet Inc-cl A | -0.8% | -20.57% | 減少 |
| 18 | AKAM | Akamai Technologies INC | -0.9% | -20.31% | 減少 |
| 19 | MRVL | Marvell Technology, Inc. | -1% | -60.00% | 減少 |
| 20 | BIDU | Baidu INC - Spon Adr | -1.1% | -18.37% | 減少 |
| 21 | BNFTEUR | Benefitfocus INC | -1.2% | -44.38% | 減少 |
| 22 | GLW | Corning INC | -2% | -78.15% | 減少 |
| 23 | AMAT | Applied Materials INC | -2.3% | -79.95% | 減少 |
| 24 | MSFT | Microsoft CORP | -4.5% | -84.57% | 減少 |
| 25 | AAPL | Apple INC | — | NEW | 新規購入 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 27 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 28 | NXPI | NXP Semiconductors N.V. | — | NEW | 新規購入 |
| 29 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 30 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 31 | WDC | Western Digital CORP | — | EXIT | 全売却 |
| 32 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 33 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 34 | ✓ | Ellie Mae INC Com | — | EXIT | 全売却 |
| 35 | TSEM | Tower Semiconductor Ltd. | — | NEW | 新規購入 |
| 36 | EEM | Ishares Msci Emerging Market | — | NEW | 新規購入 |
| 37 | UCTT | Ultra Clean Holdings INC | — | EXIT | 全売却 |
| 38 | ICHR | Ichor Holdings, Ltd. | — | EXIT | 全売却 |
| 39 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 40 | CONE1EUR | Cyrusone INC | — | EXIT | 全売却 |
| 41 | GTN | Gray Media INC | — | EXIT | 全売却 |
| 42 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 43 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 44 | INFNEUR | Infinera CORP | — | EXIT | 全売却 |
| 45 | ✓ | Oclaro INC | — | NEW | 新規購入 |
| 46 | GWRE | Guidewire Software INC | — | NEW | 新規購入 |
| 47 | KN | Knowles CORP | — | EXIT | 全売却 |
| 48 | AXTI | Axt INC | — | EXIT | 全売却 |
| 49 | AMBRUSD | Amber Road INC | — | EXIT | 全売却 |
| 50 | COHREUR | Coherent INC | — | NEW | 新規購入 |