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 | 17.30% | — | -0.55% | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 9.35% | -0.34% | +29.14% | |
| 3 | CRM | Salesforce INC | 株式-IT | 8.23% | +2.49% | NEW | |
| 4 | MELI | Mercadolibre INC | 株式-一般消費財 | 7.74% | -2.02% | -11.80% | |
| 5 | FIS | Fidelity National Info Serv | 株式-IT | 7.32% | — | — | |
| 6 | SIRI | Sirius XM Holdings Inc. | 株式-通信サービス | 6.48% | — | -16.18% | |
| 7 | EEFT | Euronet Worldwide INC | 株式-IT | 6.05% | — | -19.50% | |
| 8 | CVNA | Carvana Co | 株式-一般消費財 | 5.20% | — | -19.07% | |
| 9 | PFPT | Proofpoint INC | 株式-その他 | 4.22% | — | -10.93% | |
| 10 | LRCXEUR | Lam Research CORP | 株式-IT | 3.39% | — | -7.20% | |
| 11 | MRVL | Marvell Technology, Inc. | 株式-IT | 3.38% | — | +34.50% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 3.29% | — | -20.24% | |
| 13 | TLND | Talend SA - Adr | 株式-その他 | 3.13% | — | -37.59% | |
| 14 | FEYECHF | Mandiant INC | 株式-その他 | 2.59% | — | — | |
| 15 | NTNX | Nutanix INC - A | 株式-IT | 2.21% | -0.54% | +85.53% | |
| 16 | ✓ | I3 Verticals INC Cl A | 株式-その他 | 2.02% | — | +30.47% | |
| 17 | SYMCEUR | Symantec CORP | 株式-その他 | 2.02% | — | -55.08% | |
| 18 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.88% | — | -41.15% | |
| 19 | FORM | Formfactor INC | 株式-IT | 1.33% | — | -32.48% | |
| 20 | BIRD | Smartbird, Inc | 株式-その他 | 1.33% | — | -14.92% | |
| 21 | BOX | Box INC - Class A | 株式-IT | 0.57% | — | -0.06% | |
| 22 | CDLXEUR | Cardlytics INC | 株式-その他 | 0.52% | — | — | |
| 23 | ✓ | Avalara Inc | 株式-その他 | 0.46% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +7.7% | +1414.77% | 増加 |
| 2 | PANW | Palo Alto Networks INC | +3% | +29.14% | 増加 |
| 3 | COUPEUR | Coupa Software INC | +2.4% | -0.55% | 減少 |
| 4 | MRVL | Marvell Technology, Inc. | +1.3% | +34.50% | 増加 |
| 5 | NTNX | Nutanix INC - A | +1.2% | +85.53% | 増加 |
| 6 | LRCXEUR | Lam Research CORP | +0.8% | -7.20% | 減少 |
| 7 | SIRI | Sirius XM Holdings Inc. | +0.4% | -16.18% | 減少 |
| 8 | PFPT | Proofpoint INC | +0.3% | -10.93% | 減少 |
| 9 | FEYECHF | Mandiant INC | +0.1% | — | 変化なし |
| 10 | BIRD | Smartbird, Inc | +0.1% | -14.92% | 減少 |
| 11 | BOX | Box INC - Class A | 0% | -0.06% | 減少 |
| 12 | ✓ | I3 Verticals INC Cl A | 0% | +30.47% | 増加 |
| 13 | FORM | Formfactor INC | -0.1% | -32.48% | 減少 |
| 14 | CVNA | Carvana Co | -0.2% | -19.07% | 減少 |
| 15 | MPWR | Monolithic Power Systems INC | -0.6% | -41.15% | 減少 |
| 16 | PYPL | Paypal Holdings INC | -0.7% | -20.24% | 減少 |
| 17 | MELI | Mercadolibre INC | -0.8% | -11.80% | 減少 |
| 18 | EEFT | Euronet Worldwide INC | -1.6% | -19.50% | 減少 |
| 19 | SYMCEUR | Symantec CORP | -1.6% | -55.08% | 減少 |
| 20 | TLND | Talend SA - Adr | -1.9% | -37.59% | 減少 |
| 21 | DATA | Tableau Software Inc-cl A | — | EXIT | 全売却 |
| 22 | ✓ | Vantiv INC | — | EXIT | 全売却 |
| 23 | FIS | Fidelity National Info Serv | — | NEW | 新規購入 |
| 24 | PSNL | Personalis INC | — | EXIT | 全売却 |
| 25 | CDLXEUR | Cardlytics INC | — | NEW | 新規購入 |
| 26 | ✓ | Avalara Inc | — | NEW | 新規購入 |
| 27 | IWO | Ishares Russell 2000 Growth | — | EXIT | 全売却 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 29 | ADPT | Adaptive Biotechnologies | — | EXIT | 全売却 |