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 | WEAV | Weave Communications INC | 株式-その他 | 12.38% | -0.22% | — | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 10.52% | -0.34% | +191.95% | |
| 3 | NTNX | Nutanix INC - A | 株式-IT | 10.31% | -0.54% | -3.60% | |
| 4 | COUPEUR | Coupa Software INC | 株式-その他 | 8.13% | — | +3.58% | |
| 5 | MELI | Mercadolibre INC | 株式-一般消費財 | 8.08% | -2.02% | +3.08% | |
| 6 | LRCXEUR | Lam Research CORP | 株式-IT | 7.89% | — | -4.25% | |
| 7 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 7.43% | +0.25% | +51.75% | |
| 8 | BIRD | Smartbird, Inc | 株式-その他 | 6.93% | — | +1.49% | |
| 9 | CRM | Salesforce INC | 株式-IT | 5.37% | +2.49% | NEW | |
| 10 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 4.39% | +0.25% | +27.14% | |
| 11 | JAMF | Jamf Holding CORP | 株式-その他 | 3.90% | — | +25.99% | |
| 12 | TWLO | Twilio INC - A | 株式-IT | 3.07% | — | +43.78% | |
| 13 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 2.89% | — | +30.98% | |
| 14 | EEFT | Euronet Worldwide INC | 株式-IT | 2.31% | — | +0.87% | |
| 15 | CVNA | Carvana Co | 株式-一般消費財 | 2.13% | — | +182.31% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.95% | — | — | |
| 17 | MU | Micron Technology INC | 株式-IT | 1.68% | +1.89% | — | |
| 18 | MTTR* | Matterport INC | 株式-その他 | 0.39% | — | +0.39% | |
| 19 | 8QR | Confluent Inc-class A | 株式-その他 | 0.23% | — | — |