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 | PANW | Palo Alto Networks INC | 株式-IT | 12.29% | -0.34% | -9.72% | |
| 2 | LRCXEUR | Lam Research CORP | 株式-IT | 10.85% | — | +32.76% | |
| 3 | COUPEUR | Coupa Software INC | 株式-その他 | 8.62% | — | +12.42% | |
| 4 | NTNX | Nutanix INC - A | 株式-IT | 8.50% | -0.54% | +19.52% | |
| 5 | WEAV | Weave Communications INC | 株式-その他 | 8.43% | -0.22% | — | |
| 6 | BIRD | Smartbird, Inc | 株式-その他 | 7.97% | — | +9.46% | |
| 7 | MELI | Mercadolibre INC | 株式-一般消費財 | 6.82% | -2.02% | -11.75% | |
| 8 | CRM | Salesforce INC | 株式-IT | 6.44% | +2.49% | NEW | |
| 9 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 5.67% | +0.25% | -2.65% | |
| 10 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 4.88% | +0.25% | +1.05% | |
| 11 | JAMF | Jamf Holding CORP | 株式-その他 | 3.91% | — | -1.28% | |
| 12 | ZEN1EUR | Zendesk INC | 株式-その他 | 3.74% | — | -36.65% | |
| 13 | EEFT | Euronet Worldwide INC | 株式-IT | 3.44% | — | +49.15% | |
| 14 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 3.25% | — | +3.22% | |
| 15 | TWLO | Twilio INC - A | 株式-IT | 2.93% | — | +94.96% | |
| 16 | CVNA | Carvana Co | 株式-一般消費財 | 0.95% | — | +16.22% | |
| 17 | ✓ | Mandiant INC Com | 株式-その他 | 0.90% | — | — | |
| 18 | MTTR* | Matterport INC | 株式-その他 | 0.42% | — | — |