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 | ADI | Analog Devices INC | 株式-IT | 10.62% | -3.31% | EXIT | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.90% | — | -10.97% | |
| 3 | MPWR | Monolithic Power Systems INC | 株式-IT | 6.64% | — | -20.22% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 6.58% | — | — | |
| 5 | RNG | Ringcentral Inc-class A | 株式-IT | 6.37% | — | -36.19% | |
| 6 | TMUS | T-mobile US INC | 株式-通信サービス | 5.27% | — | +24.62% | |
| 7 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 5.14% | +10.74% | +27.46% | |
| 8 | QRVO | Qorvo INC | 株式-IT | 4.88% | — | — | |
| 9 | AAPL | Apple INC | 株式-IT | 4.40% | — | -15.44% | |
| 10 | MU | Micron Technology INC | 株式-IT | 4.31% | -0.71% | EXIT | |
| 11 | SWKS | Skyworks Solutions INC | 株式-IT | 3.77% | — | — | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.43% | — | — | |
| 13 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 3.34% | — | — | |
| 14 | MRVL | Marvell Technology, Inc. | 株式-IT | 3.34% | — | -49.74% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 3.26% | +1.53% | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.95% | +2.91% | -63.39% | |
| 17 | CIEN | Ciena CORP | 株式-IT | 2.82% | — | -45.44% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.78% | — | -46.40% | |
| 19 | ✓ | 株式-その他 | 2.32% | — | — | ||
| 20 | SPLKCHF | Splunk INC | 株式-その他 | 2.28% | — | — | |
| 21 | DDOG | Datadog INC - Class A | 株式-IT | 1.47% | -3.49% | EXIT | |
| 22 | DISH | Dish Network Corp-a | 株式-その他 | 1.44% | — | -59.45% | |
| 23 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.02% | — | +6.76% | |
| 24 | LYFT | Lyft Inc-a | 株式-IT | 0.99% | — | — | |
| 25 | UBER | Uber Technologies INC | 株式-資本財 | 0.93% | — | — | |
| 26 | LITE | Lumentum Holdings INC | 株式-IT | 0.85% | -0.24% | — | |
| 27 | COHR | Coherent Corp. | 株式-IT | 0.78% | — | -12.61% | |
| 28 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.03% | — | -3.72% | |
| 29 | JKS | Jinkosolar Holding Co-adr | 株式-その他 | 0.03% | — | — | |
| 30 | DQ | Daqo New Energy Corp-adr | 株式-その他 | 0.03% | — | — | |
| 31 | ENPH | Enphase Energy INC | 株式-IT | 0.03% | — | — | |
| 32 | TMUSREUR | T-mobile US INC - Rights | 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 | ADI | Analog Devices INC | +6.3% | +53.43% | 増加 |
| 2 | TMUS | T-mobile US INC | +2.4% | +24.62% | 増加 |
| 3 | ERIC | Ericsson (lm) Tel-sp Adr | +2.2% | +27.46% | 増加 |
| 4 | MSFT | Microsoft CORP | +2.1% | -10.97% | 減少 |
| 5 | MPWR | Monolithic Power Systems INC | +1.6% | -20.22% | 減少 |
| 6 | AAPL | Apple INC | +1.3% | -15.44% | 減少 |
| 7 | DDOG | Datadog INC - Class A | +0.9% | -13.45% | 減少 |
| 8 | NOK | Nokia Corp-spon Adr | +0.5% | +6.76% | 増加 |
| 9 | COHR | Coherent Corp. | +0.3% | -12.61% | 減少 |
| 10 | RNG | Ringcentral Inc-class A | +0.1% | -36.19% | 減少 |
| 11 | XIFR | Xplr Infrastructure LP | 0% | -3.72% | 減少 |
| 12 | MRVL | Marvell Technology, Inc. | -0.3% | -49.74% | 減少 |
| 13 | DISH | Dish Network Corp-a | -0.3% | -59.45% | 減少 |
| 14 | CIEN | Ciena CORP | -0.4% | -45.44% | 減少 |
| 15 | BABA | Alibaba Group Holding-sp Adr | -1.2% | -46.40% | 減少 |
| 16 | AMZN | Amazon.com INC | -1.9% | -63.39% | 減少 |
| 17 | MU | Micron Technology INC | -8.1% | -69.26% | 減少 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 19 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 20 | IPHI | Inphi CORP | — | EXIT | 全売却 |
| 21 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 22 | QRVO | Qorvo INC | — | NEW | 新規購入 |
| 23 | SWKS | Skyworks Solutions INC | — | NEW | 新規購入 |
| 24 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 25 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 26 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新規購入 |
| 27 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 28 | VOO | Vanguard S&P 500 ETF | — | EXIT | 全売却 |
| 29 | ✓ | — | NEW | 新規購入 | |
| 30 | SPLKCHF | Splunk INC | — | NEW | 新規購入 |
| 31 | NTNX | Nutanix INC - A | — | EXIT | 全売却 |
| 32 | POWI | Power Integrations INC | — | EXIT | 全売却 |
| 33 | LYFT | Lyft Inc-a | — | NEW | 新規購入 |
| 34 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 35 | LITE | Lumentum Holdings INC | — | NEW | 新規購入 |
| 36 | VISN | Vistance Networks INC | — | EXIT | 全売却 |
| 37 | JKS | Jinkosolar Holding Co-adr | — | NEW | 新規購入 |
| 38 | DHR | Danaher CORP | — | EXIT | 全売却 |
| 39 | RUN | Sunrun INC | — | EXIT | 全売却 |
| 40 | DQ | Daqo New Energy Corp-adr | — | NEW | 新規購入 |
| 41 | ENPH | Enphase Energy INC | — | NEW | 新規購入 |
| 42 | TMUSREUR | T-mobile US INC - Rights | — | NEW | 新規購入 |
| 43 | ✓ | Energy Focus INC | — | EXIT | 全売却 |