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 | MU | Micron Technology INC | 株式-IT | 14.51% | -0.71% | EXIT | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.32% | — | +281.59% | |
| 3 | TXN | Texas Instruments INC | 株式-IT | 9.12% | +1.49% | +411.53% | |
| 4 | MCHP | Microchip Technology INC | 株式-IT | 8.69% | — | +177.92% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 6.98% | — | — | |
| 6 | MPWR | Monolithic Power Systems INC | 株式-IT | 5.97% | — | +87.95% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 5.83% | — | +234.00% | |
| 8 | AVGO | Broadcom Inc. | 株式-IT | 5.62% | — | +50.81% | |
| 9 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 4.81% | — | +50.97% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.69% | +2.91% | -9.86% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.58% | — | -43.88% | |
| 12 | TMUS | T-mobile US INC | 株式-通信サービス | 4.50% | — | — | |
| 13 | VIAV | Viavi Solutions INC | 株式-IT | 3.67% | — | +24.88% | |
| 14 | QLYS | Qualys INC | 株式-IT | 3.65% | — | +89.70% | |
| 15 | OLED | Universal Display CORP | 株式-IT | 3.27% | — | +48.86% | |
| 16 | WDC | Western Digital CORP | 株式-IT | 2.67% | -4.63% | -51.91% | |
| 17 | KLIC | Kulicke & Soffa Industries | 株式-IT | 1.40% | — | -14.55% | |
| 18 | NPTNEUR | Neophotonics CORP | 株式-その他 | 0.63% | — | -4.13% | |
| 19 | NRG | NRG Energy, Inc. | 株式-公益事業 | 0.06% | — | +21.88% | |
| 20 | ENPH | Enphase Energy INC | 株式-IT | 0.02% | — | — | |
| 21 | ✓ | Capstone Turbine CORP | 株式-その他 | 0.01% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | +7.8% | +157.77% | 増加 |
| 2 | TXN | Texas Instruments INC | +6.7% | +411.53% | 増加 |
| 3 | MSFT | Microsoft CORP | +5.8% | +281.59% | 増加 |
| 4 | MCHP | Microchip Technology INC | +4.5% | +177.92% | 増加 |
| 5 | TSLA | Tesla INC | +2.9% | +234.00% | 増加 |
| 6 | MPWR | Monolithic Power Systems INC | +1.5% | +87.95% | 増加 |
| 7 | QLYS | Qualys INC | +1.3% | +89.70% | 増加 |
| 8 | OLED | Universal Display CORP | +0.4% | +48.86% | 増加 |
| 9 | CHTR | Charter Communications Inc-a | +0.2% | +50.97% | 増加 |
| 10 | AVGO | Broadcom Inc. | — | +50.81% | 増加 |
| 11 | NRG | NRG Energy, Inc. | 0% | +21.88% | 増加 |
| 12 | NPTNEUR | Neophotonics CORP | -0.8% | -4.13% | 減少 |
| 13 | KLIC | Kulicke & Soffa Industries | -0.9% | -14.55% | 減少 |
| 14 | VIAV | Viavi Solutions INC | -1.5% | +24.88% | 増加 |
| 15 | AMZN | Amazon.com INC | -3.5% | -9.86% | 減少 |
| 16 | BABA | Alibaba Group Holding-sp Adr | -5.9% | -43.88% | 減少 |
| 17 | WDC | Western Digital CORP | -6.3% | -51.91% | 減少 |
| 18 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 19 | TMUS | T-mobile US INC | — | NEW | 新規購入 |
| 20 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 21 | SWKS | Skyworks Solutions INC | — | EXIT | 全売却 |
| 22 | MOMOUSD | Momo Inc-spon Adr | — | EXIT | 全売却 |
| 23 | IPHI | Inphi CORP | — | EXIT | 全売却 |
| 24 | AAPL | Apple INC | — | EXIT | 全売却 |
| 25 | POWI | Power Integrations INC | — | EXIT | 全売却 |
| 26 | RUN | Sunrun INC | — | EXIT | 全売却 |
| 27 | ENPH | Enphase Energy INC | — | NEW | 新規購入 |
| 28 | ✓ | Capstone Turbine CORP | — | NEW | 新規購入 |
| 29 | BLDP | Ballard Power Systems INC | — | EXIT | 全売却 |