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 | 19.93% | — | -0.38% | |
| 2 | CRM | Salesforce INC | 株式-IT | 7.56% | +2.49% | NEW | |
| 3 | FIS | Fidelity National Info Serv | 株式-IT | 7.32% | — | -8.17% | |
| 4 | MELI | Mercadolibre INC | 株式-一般消費財 | 6.85% | -2.02% | -22.48% | |
| 5 | PANW | Palo Alto Networks INC | 株式-IT | 6.50% | -0.34% | -10.31% | |
| 6 | CVNA | Carvana Co | 株式-一般消費財 | 5.53% | — | +12.48% | |
| 7 | NTNX | Nutanix INC - A | 株式-IT | 5.14% | -0.54% | +28.40% | |
| 8 | EEFT | Euronet Worldwide INC | 株式-IT | 4.45% | — | -7.14% | |
| 9 | BIRD | Smartbird, Inc | 株式-その他 | 4.04% | — | +149.03% | |
| 10 | LRCXEUR | Lam Research CORP | 株式-IT | 3.78% | — | -17.95% | |
| 11 | MRVL | Marvell Technology, Inc. | 株式-IT | 3.69% | — | +5.34% | |
| 12 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 3.67% | — | — | |
| 13 | PYPL | Paypal Holdings INC | 株式-金融 | 3.50% | — | +1.72% | |
| 14 | PFPT | Proofpoint INC | 株式-その他 | 3.19% | — | -24.86% | |
| 15 | CDLXEUR | Cardlytics INC | 株式-その他 | 2.58% | — | +68.88% | |
| 16 | ZEN1EUR | Zendesk INC | 株式-その他 | 1.95% | — | — | |
| 17 | ✓ | Avalara Inc | 株式-その他 | 1.93% | — | -25.92% | |
| 18 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.69% | — | -25.61% | |
| 19 | ✓ | I3 Verticals INC Cl A | 株式-その他 | 1.43% | — | -31.85% | |
| 20 | MU | Micron Technology INC | 株式-IT | 1.33% | +1.89% | — | |
| 21 | GEN | Gen Digital INC | 株式-IT | 1.28% | — | -12.61% | |
| 22 | ✓ | Casper Sleep INC | 株式-その他 | 0.76% | — | — | |
| 23 | FORM | Formfactor INC | 株式-IT | 0.59% | — | -52.59% | |
| 24 | MNDT 1 06-01-35 A | Mandiant INC | 株式-その他 | 0.57% | — | -2.45% | |
| 25 | GDYN | Grid Dynamics Holdings INC | 株式-その他 | 0.47% | — | — | |
| 26 | SIRI | Sirius XM Holdings Inc. | 株式-通信サービス | 0.26% | — | -21.76% |
| # | 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 | +3.4% | -0.38% | 減少 |
| 2 | BIRD | Smartbird, Inc | +2% | +149.03% | 増加 |
| 3 | MRVL | Marvell Technology, Inc. | +0.4% | +5.34% | 増加 |
| 4 | PYPL | Paypal Holdings INC | +0.4% | +1.72% | 増加 |
| 5 | CDLXEUR | Cardlytics INC | +0.4% | +68.88% | 増加 |
| 6 | FIS | Fidelity National Info Serv | +0.1% | -8.17% | 減少 |
| 7 | ✓ | Avalara Inc | -0.1% | -25.92% | 減少 |
| 8 | SIRI | Sirius XM Holdings Inc. | -0.1% | -21.76% | 減少 |
| 9 | MNDT 1 06-01-35 A | Mandiant INC | -0.2% | -2.45% | 減少 |
| 10 | MPWR | Monolithic Power Systems INC | -0.2% | -25.61% | 減少 |
| 11 | GEN | Gen Digital INC | -0.3% | -12.61% | 減少 |
| 12 | CRM | Salesforce INC | -0.4% | -15.76% | 減少 |
| 13 | PFPT | Proofpoint INC | -0.6% | -24.86% | 減少 |
| 14 | LRCXEUR | Lam Research CORP | -0.7% | -17.95% | 減少 |
| 15 | FORM | Formfactor INC | -0.7% | -52.59% | 減少 |
| 16 | CVNA | Carvana Co | -1% | +12.48% | 増加 |
| 17 | ✓ | I3 Verticals INC Cl A | -1% | -31.85% | 減少 |
| 18 | NTNX | Nutanix INC - A | -1.1% | +28.40% | 増加 |
| 19 | MELI | Mercadolibre INC | -1.3% | -22.48% | 減少 |
| 20 | PANW | Palo Alto Networks INC | -1.6% | -10.31% | 減少 |
| 21 | EEFT | Euronet Worldwide INC | -2.5% | -7.14% | 減少 |
| 22 | PTON | Peloton Interactive Inc-a | — | NEW | 新規購入 |
| 23 | ✓ | Peloton Interactive INC | — | EXIT | 全売却 |
| 24 | ZEN1EUR | Zendesk INC | — | NEW | 新規購入 |
| 25 | P | Everpure Inc-a | — | EXIT | 全売却 |
| 26 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 27 | ✓ | Casper Sleep INC | — | NEW | 新規購入 |
| 28 | GDYN | Grid Dynamics Holdings INC | — | NEW | 新規購入 |
| 29 | BOX | Box INC - Class A | — | EXIT | 全売却 |
| 30 | ✓ | Gty Technology Holdings INC | — | EXIT | 全売却 |