CIK: 0001702973
申告総資産額
$9109.7万
| # | 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 | FDC | First Data Corp- Class A | 株式-その他 | 9.73% | — | — | |
| 2 | ADBE | Adobe INC | 株式-IT | 9.42% | — | +266.66% | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 6.48% | — | — | |
| 4 | WP | Worldpay Inc-class A | 株式-その他 | 5.35% | — | — | |
| 5 | SWKS | Skyworks Solutions INC | 株式-IT | 5.12% | — | — | |
| 6 | MCHP | Microchip Technology INC | 株式-IT | 4.89% | — | +26.96% | |
| 7 | RP | Realpage INC | 株式-その他 | 4.00% | — | +11.85% | |
| 8 | ZEN1EUR | Zendesk INC | 株式-その他 | 3.80% | — | +141.81% | |
| 9 | NOW | Servicenow INC | 株式-IT | 3.78% | — | — | |
| 10 | NXPI | NXP Semiconductors N.V. | 株式-IT | 3.29% | — | +17.08% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 3.28% | — | -17.17% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.27% | — | — | |
| 13 | MRVL | Marvell Technology, Inc. | 株式-IT | 3.22% | — | -29.55% | |
| 14 | RPD | Rapid7 INC | 株式-その他 | 2.95% | — | +29.82% | |
| 15 | KLAC | Kla CORP | 株式-IT | 2.62% | — | -60.98% | |
| 16 | CRM | Salesforce INC | 株式-IT | 2.33% | — | -53.93% | |
| 17 | TSS | Total System Services INC | 株式-その他 | 2.25% | — | — | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 2.22% | — | — | |
| 19 | P | Everpure Inc-a | 株式-IT | 2.22% | — | +139.98% | |
| 20 | GPN | Global Payments INC | 株式-資本財 | 2.20% | — | -65.11% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.99% | — | — | |
| 22 | TWLO | Twilio INC - A | 株式-IT | 1.92% | — | +76.72% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.67% | — | -74.35% | |
| 24 | ON | On Semiconductor | 株式-IT | 1.62% | — | — | |
| 25 | CSGP | Costar Group INC | 株式-不動産 | 1.59% | — | — | |
| 26 | GLW | Corning INC | 株式-IT | 1.58% | — | -34.25% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.31% | — | -77.14% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.20% | — | — | |
| 29 | WK | Workiva INC | 株式-IT | 1.06% | — | — | |
| 30 | PLANUSD | Anaplan INC | 株式-その他 | 0.98% | — | +38.10% | |
| 31 | ✓ | Pluralsight INC | 株式-その他 | 0.79% | — | — | |
| 32 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.75% | — | -20.85% | |
| 33 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 0.52% | — | — | |
| 34 | COUPEUR | Coupa Software INC | 株式-その他 | 0.32% | — | — | |
| 35 | TENB | Tenable Holdings INC | 株式-その他 | 0.28% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe INC | +6.4% | +266.66% | 増加 |
| 2 | ZEN1EUR | Zendesk INC | +2.3% | +141.81% | 増加 |
| 3 | P | Everpure Inc-a | +1.3% | +139.98% | 増加 |
| 4 | RPD | Rapid7 INC | +1% | +29.82% | 増加 |
| 5 | TWLO | Twilio INC - A | +0.9% | +76.72% | 増加 |
| 6 | PLANUSD | Anaplan INC | +0.3% | +38.10% | 増加 |
| 7 | MCHP | Microchip Technology INC | +0.3% | +26.96% | 増加 |
| 8 | RP | Realpage INC | +0.1% | +11.85% | 増加 |
| 9 | NXPI | NXP Semiconductors N.V. | +0.1% | +17.08% | 増加 |
| 10 | SMARGBP | Smartsheet Inc-class A | -0.1% | -20.85% | 減少 |
| 11 | AVGO | Broadcom INC | -1.4% | -17.17% | 減少 |
| 12 | GLW | Corning INC | -1.5% | -34.25% | 減少 |
| 13 | MRVL | Marvell Technology, Inc. | -1.9% | -29.55% | 減少 |
| 14 | CRM | Salesforce INC | -3.7% | -53.93% | 減少 |
| 15 | KLAC | Kla CORP | -4.4% | -60.98% | 減少 |
| 16 | GPN | Global Payments INC | -4.4% | -65.11% | 減少 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | -5.8% | -77.14% | 減少 |
| 18 | V | Visa Inc-class A Shares | -5.9% | -74.35% | 減少 |
| 19 | FDC | First Data Corp- Class A | — | NEW | 新規購入 |
| 20 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 21 | TXN | Texas Instruments INC | — | EXIT | 全売却 |
| 22 | WP | Worldpay Inc-class A | — | NEW | 新規購入 |
| 23 | SWKS | Skyworks Solutions INC | — | NEW | 新規購入 |
| 24 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 25 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 26 | INTU | Intuit INC | — | EXIT | 全売却 |
| 27 | TSS | Total System Services INC | — | NEW | 新規購入 |
| 28 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 29 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 30 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 31 | ADP | Automatic Data Processing | — | EXIT | 全売却 |
| 32 | DXC | Dxc Technology Co | — | EXIT | 全売却 |
| 33 | LOGMEUR | Logmein INC | — | EXIT | 全売却 |
| 34 | ON | On Semiconductor | — | NEW | 新規購入 |
| 35 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 36 | CSGP | Costar Group INC | — | NEW | 新規購入 |
| 37 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 38 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 39 | WK | Workiva INC | — | NEW | 新規購入 |
| 40 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 41 | ✓ | Pluralsight INC | — | NEW | 新規購入 |
| 42 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 43 | STX | Seagate Technology Holdings plc | — | EXIT | 全売却 |
| 44 | RNG | Ringcentral Inc-class A | — | EXIT | 全売却 |
| 45 | AYXEUR | Alteryx INC - Class A | — | NEW | 新規購入 |
| 46 | AVT | Avnet INC | — | EXIT | 全売却 |
| 47 | COUPEUR | Coupa Software INC | — | NEW | 新規購入 |
| 48 | TENB | Tenable Holdings INC | — | NEW | 新規購入 |