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 | LITE | Lumentum Holdings INC | 株式-IT | 8.22% | -0.07% | +34.21% | |
| 2 | DIS | Walt Disney Co/the | 株式-通信サービス | 5.68% | — | +77.51% | |
| 3 | P | Everpure Inc-a | 株式-IT | 5.67% | — | +226.07% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 4.72% | — | — | |
| 5 | NPTNEUR | Neophotonics CORP | 株式-その他 | 4.72% | -9.70% | EXIT | |
| 6 | GLW | Corning INC | 株式-IT | 4.60% | — | — | |
| 7 | VIAV | Viavi Solutions INC | 株式-IT | 4.32% | -0.21% | +28.93% | |
| 8 | CIEN | Ciena CORP | 株式-IT | 4.22% | -0.44% | — | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.13% | — | +233.33% | |
| 10 | FEYECHF | Mandiant INC | 株式-その他 | 4.09% | -0.31% | EXIT | |
| 11 | IPHI | Inphi CORP | 株式-その他 | 3.58% | — | — | |
| 12 | COHR | Coherent Corp. | 株式-IT | 3.58% | +0.58% | +38.75% | |
| 13 | CRM | Salesforce INC | 株式-IT | 3.45% | +5.92% | NEW | |
| 14 | ANETEUR | Arista Networks INC | 株式-その他 | 3.38% | -0.68% | — | |
| 15 | NOK | Nokia Corp-spon Adr | 株式-IT | 3.15% | — | +56.07% | |
| 16 | BNFTEUR | Benefitfocus INC | 株式-その他 | 2.98% | — | +1150.00% | |
| 17 | ACIA | Acacia Communications INC | 株式-その他 | 2.69% | — | — | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 2.49% | -2.00% | EXIT | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 2.39% | -0.90% | EXIT | |
| 20 | MTSI | Macom Technology Solutions H | 株式-IT | 1.85% | — | -59.90% | |
| 21 | CLDR | Cloudera INC | 株式-その他 | 1.71% | — | +3.45% | |
| 22 | MX | Magnachip Semiconductor CORP | 株式-その他 | 1.68% | — | +48.05% | |
| 23 | HMTVUSD | Hemisphere Media Group INC | 株式-その他 | 1.68% | -0.66% | -1.21% | |
| 24 | ROG | Rogers CORP | 株式-その他 | 1.66% | — | — | |
| 25 | AKAM | Akamai Technologies INC | 株式-IT | 1.63% | — | — | |
| 26 | ✓ | Carbon Black INC | 株式-その他 | 1.36% | — | +81.82% | |
| 27 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 1.21% | — | +34.70% | |
| 28 | AKTSQ | Akoustis Technologies INC | 株式-その他 | 1.18% | -1.22% | +73.68% | |
| 29 | ✓ | 株式-その他 | 1.05% | — | — | ||
| 30 | DZSIEUR | Dasan Zhone Solutions INC | 株式-その他 | 1.05% | — | — | |
| 31 | ✓ | 株式-その他 | 1.04% | — | — | ||
| 32 | UCTT | Ultra Clean Holdings INC | 株式-その他 | 1.02% | — | -35.80% | |
| 33 | ✓ | Intelsat | 株式-その他 | 0.95% | — | — | |
| 34 | SNAP | Snap INC - A | 株式-通信サービス | 0.70% | +0.98% | NEW | |
| 35 | INFNEUR | Infinera CORP | 株式-その他 | 0.47% | — | — | |
| 36 | ✓ | Gordon Pointe Acquisition Co | 株式-その他 | 0.43% | — | — | |
| 37 | RESNUSD | Resonant INC | 株式-その他 | 0.43% | — | — | |
| 38 | UBER | Uber Technologies INC | 株式-資本財 | 0.38% | +0.08% | — | |
| 39 | ITIEUR | Iteris INC | 株式-その他 | 0.25% | — | — | |
| 40 | HIMX | Himax Technologies Inc-adr | 株式-その他 | 0.20% | -0.84% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | P | Everpure Inc-a | +2.7% | +226.07% | 増加 |
| 2 | DIS | Walt Disney Co/the | +2.7% | +77.51% | 増加 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +2.5% | +233.33% | 増加 |
| 4 | BNFTEUR | Benefitfocus INC | +2.5% | +1150.00% | 増加 |
| 5 | NPTNEUR | Neophotonics CORP | +1.4% | +152.06% | 増加 |
| 6 | FEYECHF | Mandiant INC | +0.9% | +73.35% | 増加 |
| 7 | MX | Magnachip Semiconductor CORP | +0.7% | +48.05% | 増加 |
| 8 | ✓ | Carbon Black INC | +0.6% | +81.82% | 増加 |
| 9 | VIAV | Viavi Solutions INC | +0.6% | +28.93% | 増加 |
| 10 | LITE | Lumentum Holdings INC | +0.5% | +34.21% | 増加 |
| 11 | COHR | Coherent Corp. | +0.5% | +38.75% | 増加 |
| 12 | AKTSQ | Akoustis Technologies INC | +0.5% | +73.68% | 増加 |
| 13 | NOK | Nokia Corp-spon Adr | +0.4% | +56.07% | 増加 |
| 14 | PANW | Palo Alto Networks INC | +0.1% | +50.00% | 増加 |
| 15 | CLDR | Cloudera INC | -2.4% | +3.45% | 増加 |
| 16 | MTSI | Macom Technology Solutions H | -4.2% | -59.90% | 減少 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 18 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 19 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 20 | GLW | Corning INC | — | NEW | 新規購入 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 22 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 23 | IPHI | Inphi CORP | — | NEW | 新規購入 |
| 24 | NTNX | Nutanix INC - A | — | EXIT | 全売却 |
| 25 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 26 | ANETEUR | Arista Networks INC | — | NEW | 新規購入 |
| 27 | ACIA | Acacia Communications INC | — | NEW | 新規購入 |
| 28 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 29 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 30 | TEAM | Atlassian Corporation | — | EXIT | 全売却 |
| 31 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 32 | ROG | Rogers CORP | — | NEW | 新規購入 |
| 33 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 34 | DATA | Tableau Software Inc-cl A | — | EXIT | 全売却 |
| 35 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 36 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 37 | DZSIEUR | Dasan Zhone Solutions INC | — | NEW | 新規購入 |
| 38 | ✓ | — | NEW | 新規購入 | |
| 39 | NBIS | Nebius Group NV | — | EXIT | 全売却 |
| 40 | ✓ | Intelsat | — | NEW | 新規購入 |
| 41 | ATVIEUR | Activision Blizzard INC | — | EXIT | 全売却 |
| 42 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 43 | NIO | Nio INC - Adr | — | EXIT | 全売却 |
| 44 | HLIT | Harmonic INC | — | EXIT | 全売却 |
| 45 | PRO | Pros Holdings INC | — | EXIT | 全売却 |
| 46 | MRVL | Marvell Technology, Inc. | — | EXIT | 全売却 |
| 47 | AQ | Aquantia CORP | — | EXIT | 全売却 |
| 48 | ADTNEUR | Adtran INC | — | EXIT | 全売却 |
| 49 | INFNEUR | Infinera CORP | — | NEW | 新規購入 |
| 50 | MSTR | Strategy INC | — | EXIT | 全売却 |