CIK: 0001104329
申告総資産額
$10.2億
| # | 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 | ✓ | Coupa Software Inc | 株式-その他 | 9.30% | — | -48.72% | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 9.18% | -0.34% | +10.98% | |
| 3 | BOX | Box INC - Class A | 株式-IT | 6.55% | — | +22.22% | |
| 4 | MELI | Mercadolibre INC | 株式-一般消費財 | 5.74% | -2.02% | — | |
| 5 | LRCXEUR | Lam Research CORP | 株式-IT | 5.73% | — | +37.70% | |
| 6 | ✓ | Pandora Media INC | 株式-その他 | 5.69% | — | -15.37% | |
| 7 | ORCL | Oracle CORP | 株式-IT | 5.57% | — | +5.54% | |
| 8 | EEFT | Euronet Worldwide INC | 株式-IT | 5.14% | — | +202.74% | |
| 9 | ✓ | Vantiv INC | 株式-その他 | 5.13% | — | +29.48% | |
| 10 | TLND | Talend SA - Adr | 株式-その他 | 4.86% | — | -4.28% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.48% | — | +0.06% | |
| 12 | CRM | Salesforce INC | 株式-IT | 4.11% | +2.49% | NEW | |
| 13 | CONE1EUR | Cyrusone INC | 株式-その他 | 3.84% | — | +2.23% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 3.69% | — | — | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 3.55% | — | +69.95% | |
| 16 | GDDY | Godaddy INC - Class A | 株式-IT | 2.95% | — | — | |
| 17 | EQIX | Equinix INC | 株式-不動産 | 2.66% | — | — | |
| 18 | FORM | Formfactor INC | 株式-IT | 2.65% | — | +8.90% | |
| 19 | ZEN1EUR | Zendesk INC | 株式-その他 | 2.14% | — | -72.06% | |
| 20 | IACIEUR | Iac/interactivecorp | 株式-その他 | 2.08% | — | — | |
| 21 | EVBGEUR | Everbridge INC | 株式-その他 | 1.62% | — | -35.79% | |
| 22 | BIRD | Smartbird, Inc | 株式-その他 | 1.60% | — | +13.36% | |
| 23 | MULEUSD | Mulesoft INC -a | 株式-その他 | 1.03% | — | — | |
| 24 | ✓ | 株式-その他 | 0.57% | — | -47.06% | ||
| 25 | ✓ | Marin Software INC | 株式-その他 | 0.14% | — | -0.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EEFT | Euronet Worldwide INC | +3.4% | +202.74% | 増加 |
| 2 | PANW | Palo Alto Networks INC | +2.9% | +10.98% | 増加 |
| 3 | CRM | Salesforce INC | +2.2% | +84.61% | 増加 |
| 4 | LRCXEUR | Lam Research CORP | +2.1% | +37.70% | 増加 |
| 5 | ✓ | Vantiv INC | +1.7% | +29.48% | 増加 |
| 6 | PYPL | Paypal Holdings INC | +1.6% | +69.95% | 増加 |
| 7 | BOX | Box INC - Class A | +1.3% | +22.22% | 増加 |
| 8 | TLND | Talend SA - Adr | +1.1% | -4.28% | 減少 |
| 9 | AMZN | Amazon.com INC | +1% | +0.06% | 増加 |
| 10 | BIRD | Smartbird, Inc | +0.7% | +13.36% | 増加 |
| 11 | ORCL | Oracle CORP | +0.4% | +5.54% | 増加 |
| 12 | FORM | Formfactor INC | 0% | +8.90% | 増加 |
| 13 | ✓ | Marin Software INC | -0.1% | -0.28% | 減少 |
| 14 | EQIX | Equinix INC | -0.1% | — | 変化なし |
| 15 | EVBGEUR | Everbridge INC | -0.3% | -35.79% | 減少 |
| 16 | CONE1EUR | Cyrusone INC | -0.4% | +2.23% | 増加 |
| 17 | ✓ | -0.4% | -47.06% | 減少 | |
| 18 | ✓ | Pandora Media INC | -0.5% | -15.37% | 減少 |
| 19 | ✓ | Coupa Software Inc | -2.6% | -48.72% | 減少 |
| 20 | ZEN1EUR | Zendesk INC | -3% | -72.06% | 減少 |
| 21 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 22 | EXPE | Expedia Group INC | — | EXIT | 全売却 |
| 23 | MELI | Mercadolibre INC | — | NEW | 新規購入 |
| 24 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 25 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 26 | EA | Electronic Arts INC | — | EXIT | 全売却 |
| 27 | GDDY | Godaddy INC - Class A | — | NEW | 新規購入 |
| 28 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 29 | IACIEUR | Iac/interactivecorp | — | NEW | 新規購入 |
| 30 | CARBUSD | Carbonite INC | — | EXIT | 全売却 |
| 31 | MULEUSD | Mulesoft INC -a | — | NEW | 新規購入 |
| 32 | CCI | Crown Castle INC | — | EXIT | 全売却 |
| 33 | SYNA | Synaptics INC | — | EXIT | 全売却 |
| 34 | OKTA | Okta INC | — | EXIT | 全売却 |
| 35 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |