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 | NTNX | Nutanix INC - A | 株式-IT | 14.17% | -0.54% | -2.33% | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 13.82% | -0.34% | -4.27% | |
| 3 | MELI | Mercadolibre INC | 株式-一般消費財 | 12.81% | -2.02% | -4.15% | |
| 4 | CRM | Salesforce INC | 株式-IT | 9.54% | +2.49% | NEW | |
| 5 | LRCXEUR | Lam Research CORP | 株式-IT | 7.93% | — | -0.30% | |
| 6 | CVNA | Carvana Co | 株式-一般消費財 | 6.85% | — | -20.26% | |
| 7 | BIRD | Smartbird, Inc | 株式-その他 | 6.67% | — | +29.75% | |
| 8 | MU | Micron Technology INC | 株式-IT | 5.90% | +1.89% | -13.63% | |
| 9 | ZEN1EUR | Zendesk INC | 株式-その他 | 4.05% | — | +47.02% | |
| 10 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 3.69% | — | — | |
| 11 | EEFT | Euronet Worldwide INC | 株式-IT | 3.24% | — | -34.77% | |
| 12 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.96% | +0.25% | -45.57% | |
| 13 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 2.83% | — | -52.61% | |
| 14 | COUPEUR | Coupa Software INC | 株式-その他 | 2.41% | — | +105.19% | |
| 15 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 1.54% | +0.25% | -0.14% | |
| 16 | ✓ | Mandiant INC Com | 株式-その他 | 1.07% | — | — | |
| 17 | UBER | Uber Technologies, Inc. | 株式-資本財 | 0.30% | — | +75.39% | |
| 18 | ✓ | Casper Sleep INC | 株式-その他 | 0.17% | — | — | |
| 19 | RELY | Remitly Global INC | 株式-その他 | 0.05% | — | — |