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 | AMAT | Applied Materials INC | 株式-IT | 10.40% | — | -64.84% | |
| 2 | ASML | ASML Holding N.V. | 株式-IT | 9.33% | — | -60.00% | |
| 3 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 8.42% | — | -13.59% | |
| 4 | NXPI | NXP Semiconductors N.V. | 株式-IT | 8.11% | — | -48.24% | |
| 5 | MCHP | Microchip Technology INC | 株式-IT | 8.00% | — | -37.30% | |
| 6 | QRVO | Qorvo INC | 株式-IT | 7.61% | — | -31.72% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 7.49% | — | -57.23% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 6.92% | — | — | |
| 9 | DELL | Dell Technologies -c | 株式-IT | 6.79% | — | +7.19% | |
| 10 | TWLO | Twilio INC - A | 株式-IT | 4.60% | — | -57.81% | |
| 11 | GLW | Corning INC | 株式-IT | 4.01% | — | -63.52% | |
| 12 | NOW | Servicenow INC | 株式-IT | 3.96% | — | -65.45% | |
| 13 | HUBS | Hubspot INC | 株式-IT | 3.91% | — | -69.98% | |
| 14 | ON | On Semiconductor | 株式-IT | 3.04% | — | — | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 2.96% | — | -73.09% | |
| 16 | MRVL | Marvell Technology INC | 株式-IT | 2.50% | — | — | |
| 17 | DOCU | Docusign INC | 株式-IT | 1.94% | — | -53.94% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 2 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 3 | ASML | ASML Holding N.V. | — | EXIT | 全売却 |
| 4 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 5 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 6 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 7 | MCHP | Microchip Technology INC | — | EXIT | 全売却 |
| 8 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 9 | GLW | Corning INC | — | EXIT | 全売却 |
| 10 | INTU | Intuit INC | — | EXIT | 全売却 |
| 11 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 12 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 13 | QRVO | Qorvo INC | — | EXIT | 全売却 |
| 14 | HUBS | Hubspot INC | — | EXIT | 全売却 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 全売却 |
| 16 | AVGO | Broadcom INC | — | EXIT | 全売却 |
| 17 | TWLO | Twilio INC - A | — | EXIT | 全売却 |
| 18 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 19 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 20 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 21 | UBER | Uber Technologies INC | — | EXIT | 全売却 |
| 22 | PLANUSD | Anaplan INC | — | EXIT | 全売却 |
| 23 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 24 | DXC | Dxc Technology Co | — | EXIT | 全売却 |
| 25 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 26 | DELL | Dell Technologies -c | — | EXIT | 全売却 |
| 27 | FISV | Fiserv INC | — | EXIT | 全売却 |
| 28 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 29 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 30 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 31 | HPQ | Hp INC | — | EXIT | 全売却 |
| 32 | DOCU | Docusign INC | — | EXIT | 全売却 |
| 33 | CRWD | Crowdstrike Holdings INC - A | — | EXIT | 全売却 |