CIK: 0001484165
申告総資産額
$2227.5万
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 10.45% | — | +146.30% | |
| 2 | WDC | Western Digital CORP | 株式-IT | 8.94% | -4.63% | +62.67% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.22% | +2.91% | +20.09% | |
| 4 | MU | Micron Technology INC | 株式-IT | 6.71% | -0.71% | EXIT | |
| 5 | AMD | Advanced Micro Devices | 株式-IT | 5.75% | — | +209.18% | |
| 6 | AVGO | Broadcom Inc. | 株式-IT | 5.62% | — | +13.18% | |
| 7 | VIAV | Viavi Solutions INC | 株式-IT | 5.14% | — | +0.47% | |
| 8 | SWKS | Skyworks Solutions INC | 株式-IT | 5.14% | — | — | |
| 9 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 4.64% | — | +19.84% | |
| 10 | MPWR | Monolithic Power Systems INC | 株式-IT | 4.52% | — | -2.65% | |
| 11 | MCHP | Microchip Technology INC | 株式-IT | 4.22% | — | -20.08% | |
| 12 | MOMOUSD | Momo Inc-spon Adr | 株式-その他 | 3.96% | — | +20.65% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 3.55% | — | — | |
| 14 | IPHI | Inphi CORP | 株式-その他 | 3.51% | — | +52.26% | |
| 15 | AAPL | Apple INC | 株式-IT | 3.41% | — | -69.91% | |
| 16 | OLED | Universal Display CORP | 株式-IT | 2.92% | — | +20.78% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 2.91% | — | -53.34% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 2.40% | +1.49% | — | |
| 19 | QLYS | Qualys INC | 株式-IT | 2.38% | — | — | |
| 20 | KLIC | Kulicke & Soffa Industries | 株式-IT | 2.26% | — | -17.29% | |
| 21 | POWI | Power Integrations INC | 株式-IT | 1.80% | — | — | |
| 22 | NPTNEUR | Neophotonics CORP | 株式-その他 | 1.43% | — | — | |
| 23 | NRG | NRG Energy, Inc. | 株式-公益事業 | 0.07% | — | -29.79% | |
| 24 | RUN | Sunrun INC | 株式-IT | 0.05% | — | +58.12% | |
| 25 | BLDP | Ballard Power Systems INC | 株式-その他 | 0.02% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +7.1% | +146.30% | 増加 |
| 2 | WDC | Western Digital CORP | +3.7% | +62.67% | 増加 |
| 3 | AMD | Advanced Micro Devices | +3.5% | +209.18% | 増加 |
| 4 | AMZN | Amazon.com INC | +1.8% | +20.09% | 増加 |
| 5 | OLED | Universal Display CORP | +1% | +20.78% | 増加 |
| 6 | MOMOUSD | Momo Inc-spon Adr | +0.9% | +20.65% | 増加 |
| 7 | AVGO | Broadcom Inc. | +0.8% | +13.18% | 増加 |
| 8 | CHTR | Charter Communications Inc-a | +0.8% | +19.84% | 増加 |
| 9 | IPHI | Inphi CORP | +0.1% | +52.26% | 増加 |
| 10 | RUN | Sunrun INC | 0% | +58.12% | 増加 |
| 11 | MPWR | Monolithic Power Systems INC | 0% | -2.65% | 減少 |
| 12 | NRG | NRG Energy, Inc. | 0% | -29.79% | 減少 |
| 13 | VIAV | Viavi Solutions INC | -0.2% | +0.47% | 増加 |
| 14 | KLIC | Kulicke & Soffa Industries | -0.7% | -17.29% | 減少 |
| 15 | MCHP | Microchip Technology INC | -1% | -20.08% | 減少 |
| 16 | MU | Micron Technology INC | -1% | -13.20% | 減少 |
| 17 | TSLA | Tesla INC | -2% | -53.34% | 減少 |
| 18 | AAPL | Apple INC | -8.2% | -69.91% | 減少 |
| 19 | ADI | Analog Devices INC | — | EXIT | 全売却 |
| 20 | TMUS | T-mobile US INC | — | EXIT | 全売却 |
| 21 | ✓ | Oclaro INC | — | EXIT | 全売却 |
| 22 | SWKS | Skyworks Solutions INC | — | NEW | 新規購入 |
| 23 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 24 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 25 | QLYS | Qualys INC | — | NEW | 新規購入 |
| 26 | NTES | Netease Inc-adr | — | EXIT | 全売却 |
| 27 | POWI | Power Integrations INC | — | NEW | 新規購入 |
| 28 | SNAP | Snap INC - A | — | EXIT | 全売却 |
| 29 | NPTNEUR | Neophotonics CORP | — | NEW | 新規購入 |
| 30 | CHLUSD | China Mobile Ltd-spon Adr | — | EXIT | 全売却 |
| 31 | ✓ | Ja Solar Holdings Co LTD | — | EXIT | 全売却 |
| 32 | ENPH | Enphase Energy INC | — | EXIT | 全売却 |
| 33 | BLDP | Ballard Power Systems INC | — | NEW | 新規購入 |