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 | 9.46% | -0.71% | EXIT | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 7.57% | — | — | |
| 3 | DIS | Walt Disney Co/the | 株式-通信サービス | 6.64% | — | — | |
| 4 | RNG | Ringcentral Inc-class A | 株式-IT | 6.29% | — | +18.29% | |
| 5 | MPWR | Monolithic Power Systems INC | 株式-IT | 5.93% | — | — | |
| 6 | AMD | Advanced Micro Devices | 株式-IT | 5.19% | — | +96.36% | |
| 7 | LYFT | Lyft Inc-a | 株式-IT | 4.97% | — | +138.45% | |
| 8 | ZEN1EUR | Zendesk INC | 株式-その他 | 4.51% | — | — | |
| 9 | BKNG | Booking Holdings INC | 株式-一般消費財 | 4.28% | — | — | |
| 10 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 4.23% | — | +17.67% | |
| 11 | ARKK | Ark Innovation ETF | ETF-その他 | 4.09% | — | — | |
| 12 | TMUS | T-mobile US INC | 株式-通信サービス | 4.03% | — | -26.90% | |
| 13 | ADI | Analog Devices INC | 株式-IT | 3.18% | -3.31% | EXIT | |
| 14 | UBER | Uber Technologies INC | 株式-資本財 | 3.18% | — | -19.56% | |
| 15 | MCHP | Microchip Technology INC | 株式-IT | 3.04% | — | — | |
| 16 | ROKU | Roku INC | 株式-通信サービス | 2.89% | — | -53.49% | |
| 17 | ENPH | Enphase Energy INC | 株式-IT | 2.30% | — | +4921.95% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.24% | +2.91% | -11.37% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.14% | — | -2.72% | |
| 20 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 2.12% | +10.74% | -45.77% | |
| 21 | FEYECHF | Mandiant INC | 株式-その他 | 1.83% | — | — | |
| 22 | CNK | Cinemark Holdings INC | 株式-その他 | 1.72% | — | — | |
| 23 | DT | Dynatrace INC | 株式-IT | 1.60% | — | — | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.57% | +1.49% | -72.03% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.55% | — | -67.35% | |
| 26 | CIEN | Ciena CORP | 株式-IT | 1.46% | — | -20.28% | |
| 27 | DDOG | Datadog INC - Class A | 株式-IT | 1.05% | -3.49% | EXIT | |
| 28 | EB4 | Eventbrite Inc-class A | 株式-その他 | 0.50% | — | — | |
| 29 | ZUOUSD | Zuora INC - Class A | 株式-その他 | 0.44% | — | — | |
| 30 | PEIXEUR | Pacific Ethanol INC | 株式-その他 | 0.01% | — | +5.03% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LYFT | Lyft Inc-a | +3.4% | +138.45% | 増加 |
| 2 | ENPH | Enphase Energy INC | +2.3% | +4921.95% | 増加 |
| 3 | AMD | Advanced Micro Devices | +1.9% | +96.36% | 増加 |
| 4 | CRWD | Crowdstrike Holdings INC - A | +1% | +17.67% | 増加 |
| 5 | RNG | Ringcentral Inc-class A | +1% | +18.29% | 増加 |
| 6 | PEIXEUR | Pacific Ethanol INC | — | +5.03% | 増加 |
| 7 | CIEN | Ciena CORP | -0.5% | -20.28% | 減少 |
| 8 | UBER | Uber Technologies INC | -0.7% | -19.56% | 減少 |
| 9 | AMZN | Amazon.com INC | -1.1% | -11.37% | 減少 |
| 10 | BABA | Alibaba Group Holding-sp Adr | -1.7% | -2.72% | 減少 |
| 11 | DDOG | Datadog INC - Class A | -1.8% | -47.17% | 減少 |
| 12 | ROKU | Roku INC | -2% | -53.49% | 減少 |
| 13 | TMUS | T-mobile US INC | -2.4% | -26.90% | 減少 |
| 14 | ERIC | Ericsson (lm) Tel-sp Adr | -2.8% | -45.77% | 減少 |
| 15 | MSFT | Microsoft CORP | -4.6% | -67.35% | 減少 |
| 16 | TXN | Texas Instruments INC | -5.2% | -72.03% | 減少 |
| 17 | MU | Micron Technology INC | -7.6% | -51.86% | 減少 |
| 18 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 19 | SWKS | Skyworks Solutions INC | — | EXIT | 全売却 |
| 20 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 21 | MPWR | Monolithic Power Systems INC | — | NEW | 新規購入 |
| 22 | ZEN1EUR | Zendesk INC | — | NEW | 新規購入 |
| 23 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 24 | ARKK | Ark Innovation ETF | — | NEW | 新規購入 |
| 25 | ADI | Analog Devices INC | — | NEW | 新規購入 |
| 26 | MCHP | Microchip Technology INC | — | NEW | 新規購入 |
| 27 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 28 | QRVO | Qorvo INC | — | EXIT | 全売却 |
| 29 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 30 | FEYECHF | Mandiant INC | — | NEW | 新規購入 |
| 31 | CNK | Cinemark Holdings INC | — | NEW | 新規購入 |
| 32 | DT | Dynatrace INC | — | NEW | 新規購入 |
| 33 | AAPL | Apple INC | — | EXIT | 全売却 |
| 34 | NOK | Nokia Corp-spon Adr | — | EXIT | 全売却 |
| 35 | ATVIEUR | Activision Blizzard INC | — | EXIT | 全売却 |
| 36 | EA | Electronic Arts INC | — | EXIT | 全売却 |
| 37 | EB4 | Eventbrite Inc-class A | — | NEW | 新規購入 |
| 38 | ZUOUSD | Zuora INC - Class A | — | NEW | 新規購入 |
| 39 | ✓ | Huami CORP | — | EXIT | 全売却 |
| 40 | DQ | Daqo New Energy Corp-adr | — | EXIT | 全売却 |
| 41 | CSIQ | Canadian Solar INC | — | EXIT | 全売却 |