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 | DELL | Dell Technologies -c | 株式-IT | 8.13% | — | +183.12% | |
| 2 | AMAT | Applied Materials INC | 株式-IT | 7.58% | — | +98.94% | |
| 3 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 5.99% | — | +78.90% | |
| 4 | CRM | Salesforce INC | 株式-IT | 5.92% | — | — | |
| 5 | CSCO | Cisco Systems INC | 株式-IT | 5.74% | — | +366.56% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 5.70% | — | +80.37% | |
| 7 | NXPI | NXP Semiconductors N.V. | 株式-IT | 5.16% | — | +65.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.30% | — | — | |
| 9 | MCHP | Microchip Technology INC | 株式-IT | 4.25% | — | +27.88% | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 4.01% | — | — | |
| 11 | GPN | Global Payments INC | 株式-資本財 | 3.99% | — | — | |
| 12 | ADI | Analog Devices INC | 株式-IT | 3.86% | — | — | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 3.68% | — | +19.81% | |
| 14 | KLAC | Kla CORP | 株式-IT | 3.58% | — | — | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 3.54% | — | — | |
| 16 | ACN | Accenture plc | 株式-IT | 3.06% | — | — | |
| 17 | CIEN | Ciena CORP | 株式-IT | 2.79% | — | — | |
| 18 | HUBS | Hubspot INC | 株式-IT | 2.77% | — | +50.80% | |
| 19 | QRVO | Qorvo INC | 株式-IT | 2.05% | — | -22.43% | |
| 20 | MRVL | Marvell Technology INC | 株式-IT | 1.97% | — | +87.43% | |
| 21 | PLANUSD | Anaplan INC | 株式-その他 | 1.84% | — | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.79% | — | — | |
| 23 | UBER | Uber Technologies INC | 株式-資本財 | 1.63% | — | — | |
| 24 | PANW | Palo Alto Networks INC | 株式-IT | 1.58% | — | — | |
| 25 | NTAP | Netapp INC | 株式-IT | 1.57% | — | — | |
| 26 | NOW | Servicenow INC | 株式-IT | 1.25% | — | -31.13% | |
| 27 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.15% | — | — | |
| 28 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.09% | — | — |