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 | 12.17% | -0.22% | — | |
| 2 | NTNX | Nutanix INC - A | 株式-IT | 10.90% | -0.54% | -8.46% | |
| 3 | BIRD | Smartbird, Inc | 株式-その他 | 9.30% | — | +9.93% | |
| 4 | MELI | Mercadolibre INC | 株式-一般消費財 | 8.27% | -2.02% | -0.02% | |
| 5 | LRCX | Lam Research CORP | 株式-IT | 7.82% | +2.64% | -4.55% | |
| 6 | CLBT | Cellebrite DI Ltd. | 株式-その他 | 6.74% | — | -26.24% | |
| 7 | DASH | Doordash INC - A | 株式-一般消費財 | 6.34% | -0.08% | -17.40% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.83% | — | -7.53% | |
| 9 | MU | Micron Technology INC | 株式-IT | 5.77% | +1.89% | +75.99% | |
| 10 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 4.77% | +0.25% | +14.89% | |
| 11 | DUOL | Duolingo | 株式-IT | 4.37% | — | -22.65% | |
| 12 | PANW | Palo Alto Networks INC | 株式-IT | 3.68% | -0.34% | -33.44% | |
| 13 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 3.60% | -0.79% | — | |
| 14 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 3.01% | +0.25% | -44.36% | |
| 15 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.38% | -1.54% | EXIT | |
| 16 | JAMF | Jamf Holding CORP | 株式-その他 | 2.18% | — | -4.05% | |
| 17 | MNDY | monday.com Ltd. | 株式-IT | 1.68% | -1.85% | EXIT | |
| 18 | DDOG | Datadog INC - Class A | 株式-IT | 1.19% | +1.56% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIRD | Smartbird, Inc | +4.3% | +9.93% | 増加 |
| 2 | IIIV | I3 Verticals Inc-class A | +3% | +14.89% | 増加 |
| 3 | MU | Micron Technology INC | -1.7% | +75.99% | 減少 |
| 4 | CRWD | Crowdstrike Holdings INC - A | -2.1% | -44.36% | 減少 |
| 5 | NTNX | Nutanix INC - A | -2.6% | -8.46% | 減少 |
| 6 | MELI | Mercadolibre INC | -3.1% | -0.02% | 減少 |
| 7 | PANW | Palo Alto Networks INC | -6.6% | -33.44% | 減少 |
| 8 | WEAV | Weave Communications INC | — | NEW | 新規購入 |
| 9 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 10 | LRCX | Lam Research CORP | — | NEW | 新規購入 |
| 11 | CVNA | Carvana Co | — | EXIT | 全売却 |
| 12 | PTON | Peloton Interactive Inc-a | — | EXIT | 全売却 |
| 13 | CLBT | Cellebrite DI Ltd. | — | NEW | 新規購入 |
| 14 | DASH | Doordash INC - A | — | NEW | 新規購入 |
| 15 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 16 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 17 | EEFT | Euronet Worldwide INC | — | EXIT | 全売却 |
| 18 | DUOL | Duolingo | — | NEW | 新規購入 |
| 19 | MRVL | Marvell Technology, Inc. | — | EXIT | 全売却 |
| 20 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |
| 21 | ZEN1EUR | Zendesk INC | — | EXIT | 全売却 |
| 22 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 23 | JAMF | Jamf Holding CORP | — | NEW | 新規購入 |
| 24 | MNDY | monday.com Ltd. | — | NEW | 新規購入 |
| 25 | COUPEUR | Coupa Software INC | — | EXIT | 全売却 |
| 26 | DDOG | Datadog INC - Class A | — | NEW | 新規購入 |
| 27 | ✓ | Eargo INC | — | EXIT | 全売却 |
| 28 | FEYECHF | Mandiant INC | — | EXIT | 全売却 |
| 29 | ✓ | Casper Sleep INC | — | EXIT | 全売却 |
| 30 | UBER | Uber Technologies, Inc. | — | EXIT | 全売却 |