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 | AVGO | Broadcom INC | 株式-IT | 16.34% | +1.53% | — | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 13.95% | +0.92% | — | |
| 3 | OKTA | Okta INC | 株式-IT | 9.33% | — | +22.38% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 7.13% | — | -80.20% | |
| 5 | AMAT | Applied Materials INC | 株式-IT | 6.76% | — | — | |
| 6 | CIEN | Ciena CORP | 株式-IT | 6.13% | — | +35.37% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 5.95% | — | -49.37% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 5.80% | — | -35.76% | |
| 9 | BKNG | Booking Holdings INC | 株式-一般消費財 | 4.64% | — | -58.36% | |
| 10 | LYFT | Lyft Inc-a | 株式-IT | 3.93% | — | -52.78% | |
| 11 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 3.41% | — | -63.28% | |
| 12 | DDOG | Datadog INC - Class A | 株式-IT | 3.41% | -3.49% | EXIT | |
| 13 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 2.94% | +10.74% | -64.67% | |
| 14 | UBER | Uber Technologies INC | 株式-資本財 | 2.64% | — | -75.02% | |
| 15 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 2.05% | — | -69.06% | |
| 16 | ADI | Analog Devices INC | 株式-IT | 1.61% | -3.31% | EXIT | |
| 17 | RPD | Rapid7 INC | 株式-その他 | 1.50% | — | — | |
| 18 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.16% | — | -84.49% | |
| 19 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 1.00% | — | -50.42% | |
| 20 | NOVAQ | Sunnova Energy International | 株式-その他 | 0.13% | — | — | |
| 21 | CWEN | Clearway Energy Inc-c | 株式-公益事業 | 0.11% | — | — | |
| 22 | RNW | ReNew Energy Global Plc | 株式-その他 | 0.06% | — | — | |
| 23 | BWEN | Broadwind INC | 株式-その他 | 0.02% | — | +51.94% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +16.3% | NEW | 新規購入 |
| 2 | META | Meta Platforms Inc-class A | +14% | NEW | 新規購入 |
| 3 | OKTA | Okta INC | +7.4% | +22.38% | 増加 |
| 4 | AMAT | Applied Materials INC | +6.8% | NEW | 新規購入 |
| 5 | CIEN | Ciena CORP | +5% | +35.37% | 増加 |
| 6 | AMD | Advanced Micro Devices | +3.1% | -35.76% | 減少 |
| 7 | VZ | Verizon Communications INC | +2.4% | -49.37% | 減少 |
| 8 | BKNG | Booking Holdings INC | +1.8% | -58.36% | 減少 |
| 9 | ADI | Analog Devices INC | +1.6% | NEW | 新規購入 |
| 10 | RPD | Rapid7 INC | +1.5% | NEW | 新規購入 |
| 11 | DDOG | Datadog INC - Class A | +0.9% | -48.52% | 減少 |
| 12 | LYFT | Lyft Inc-a | +0.8% | -52.78% | 減少 |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.5% | -50.42% | 減少 |
| 14 | ERIC | Ericsson (lm) Tel-sp Adr | +0.4% | -64.67% | 減少 |
| 15 | TTWO | Take-two Interactive Softwre | +0.4% | -63.28% | 減少 |
| 16 | NOVAQ | Sunnova Energy International | +0.1% | NEW | 新規購入 |
| 17 | CWEN | Clearway Energy Inc-c | +0.1% | NEW | 新規購入 |
| 18 | RNW | ReNew Energy Global Plc | 0% | — | 変化なし |
| 19 | BWEN | Broadwind INC | 0% | +51.94% | 増加 |
| 20 | NEE | Nextera Energy INC | 0% | EXIT | 全売却 |
| 21 | FSLR | First Solar INC | 0% | EXIT | 全売却 |
| 22 | ZUOUSD | Zuora INC - Class A | -0.1% | EXIT | 全売却 |
| 23 | VOO | Vanguard S&P 500 ETF | -0.8% | -69.06% | 減少 |
| 24 | WOLF* | Wolfspeed INC | -0.8% | EXIT | 全売却 |
| 25 | UBER | Uber Technologies INC | -0.9% | -75.02% | 減少 |
| 26 | GTLB | Gitlab Inc-cl A | -0.9% | EXIT | 全売却 |
| 27 | EXPE | Expedia Group INC | -1.3% | -84.49% | 減少 |
| 28 | FIVN | Five9 INC | -1.4% | EXIT | 全売却 |
| 29 | ASAN | Asana INC - Cl A | -1.5% | EXIT | 全売却 |
| 30 | NFLX | Netflix INC | -1.8% | -80.20% | 減少 |
| 31 | NOK | Nokia Corp-spon Adr | -1.9% | EXIT | 全売却 |
| 32 | BZ | Kanzhun LTD - Adr | -2.1% | EXIT | 全売却 |
| 33 | EQIX | Equinix INC | -2.2% | EXIT | 全売却 |
| 34 | QRVO | Qorvo INC | -2.6% | EXIT | 全売却 |
| 35 | RIVN | Rivian Automotive Inc-a | -3.1% | EXIT | 全売却 |
| 36 | SNOW | Snowflake INC | -3.7% | EXIT | 全売却 |
| 37 | TCOM | Trip.com Group Ltd-adr | -3.7% | EXIT | 全売却 |
| 38 | RBLX | Roblox CORP -class A | -3.8% | EXIT | 全売却 |
| 39 | QCOM | Qualcomm INC | -4.2% | EXIT | 全売却 |
| 40 | AMZN | Amazon.com INC | -4.2% | EXIT | 全売却 |
| 41 | ETSY | Etsy INC | -4.2% | EXIT | 全売却 |
| 42 | MRVL | Marvell Technology INC | -4.4% | EXIT | 全売却 |
| 43 | PANW | Palo Alto Networks INC | -6.5% | EXIT | 全売却 |
| 44 | TSLA | Tesla INC | -6.8% | EXIT | 全売却 |