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 | COUPEUR | Coupa Software INC | 株式-その他 | 11.71% | — | -0.22% | |
| 2 | MELI | Mercadolibre INC | 株式-一般消費財 | 7.42% | -2.02% | -10.57% | |
| 3 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 7.41% | — | — | |
| 4 | ✓ | Vantiv INC | 株式-その他 | 7.36% | — | +9.52% | |
| 5 | EEFT | Euronet Worldwide INC | 株式-IT | 7.22% | — | +9.19% | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 7.22% | -0.34% | -28.02% | |
| 7 | TLND | Talend SA - Adr | 株式-その他 | 6.74% | — | -17.47% | |
| 8 | SYMCEUR | Symantec CORP | 株式-その他 | 6.38% | — | -17.26% | |
| 9 | CVNA | Carvana Co | 株式-一般消費財 | 4.49% | — | — | |
| 10 | DATA | Tableau Software Inc-cl A | 株式-その他 | 3.84% | — | +18.84% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 3.83% | — | -16.55% | |
| 12 | PFPT | Proofpoint INC | 株式-その他 | 3.49% | — | — | |
| 13 | LRCXEUR | Lam Research CORP | 株式-IT | 3.35% | — | -5.24% | |
| 14 | MRVL | Marvell Technology, Inc. | 株式-IT | 2.37% | — | — | |
| 15 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 2.28% | +0.25% | -11.61% | |
| 16 | CRM | Salesforce INC | 株式-IT | 2.21% | +2.49% | NEW | |
| 17 | BOX | Box INC - Class A | 株式-IT | 2.03% | — | -59.14% | |
| 18 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.97% | — | — | |
| 19 | EQIX | Equinix INC | 株式-不動産 | 1.82% | — | -48.90% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.79% | — | -16.47% | |
| 21 | FORM | Formfactor INC | 株式-IT | 1.72% | — | -12.67% | |
| 22 | BIRD | Smartbird, Inc | 株式-その他 | 0.98% | — | +40.96% | |
| 23 | ETSY | Etsy INC | 株式-一般消費財 | 0.90% | — | -71.64% | |
| 24 | NTNX | Nutanix INC - A | 株式-IT | 0.78% | -0.54% | — | |
| 25 | EVBGEUR | Everbridge INC | 株式-その他 | 0.68% | — | -47.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | COUPEUR | Coupa Software INC | +2.5% | -0.22% | 減少 |
| 2 | ✓ | Vantiv INC | +2.2% | +9.52% | 増加 |
| 3 | MELI | Mercadolibre INC | +2% | -10.57% | 減少 |
| 4 | EEFT | Euronet Worldwide INC | +1.8% | +9.19% | 増加 |
| 5 | DATA | Tableau Software Inc-cl A | +0.4% | +18.84% | 増加 |
| 6 | LRCXEUR | Lam Research CORP | +0.3% | -5.24% | 減少 |
| 7 | TLND | Talend SA - Adr | -0.1% | -17.47% | 減少 |
| 8 | FORM | Formfactor INC | -0.2% | -12.67% | 減少 |
| 9 | BIRD | Smartbird, Inc | -0.3% | +40.96% | 増加 |
| 10 | PYPL | Paypal Holdings INC | -0.4% | -16.55% | 減少 |
| 11 | EVBGEUR | Everbridge INC | -0.4% | -47.50% | 減少 |
| 12 | IIIV | I3 Verticals Inc-class A | -0.7% | -11.61% | 減少 |
| 13 | SYMCEUR | Symantec CORP | -0.8% | -17.26% | 減少 |
| 14 | TSLA | Tesla INC | -1.1% | -16.47% | 減少 |
| 15 | EQIX | Equinix INC | -1.3% | -48.90% | 減少 |
| 16 | PANW | Palo Alto Networks INC | -1.6% | -28.02% | 減少 |
| 17 | ETSY | Etsy INC | -1.7% | -71.64% | 減少 |
| 18 | CRM | Salesforce INC | -2.7% | -55.66% | 減少 |
| 19 | BOX | Box INC - Class A | -2.9% | -59.14% | 減少 |
| 20 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 21 | SIRIEUR | Sirius Xm Holdings INC | — | NEW | 新規購入 |
| 22 | CVNA | Carvana Co | — | NEW | 新規購入 |
| 23 | PFPT | Proofpoint INC | — | NEW | 新規購入 |
| 24 | CONE1EUR | Cyrusone INC | — | EXIT | 全売却 |
| 25 | MRVL | Marvell Technology, Inc. | — | NEW | 新規購入 |
| 26 | MPWR | Monolithic Power Systems INC | — | NEW | 新規購入 |
| 27 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 28 | ✓ | Pivotal Software Inc | — | EXIT | 全売却 |
| 29 | NTNX | Nutanix INC - A | — | NEW | 新規購入 |
| 30 | ✓ | — | EXIT | 全売却 |