CIK: 0001641391
申告総資産額
$1.0
| # | 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 | RP | Realpage INC | 株式-その他 | 11.75% | — | +25.40% | |
| 2 | STMP | Stamps.com INC | 株式-その他 | 7.73% | — | -9.60% | |
| 3 | SPLKCHF | Splunk INC | 株式-その他 | 6.26% | — | +24.53% | |
| 4 | RNG | Ringcentral Inc-class A | 株式-IT | 6.06% | — | +17.80% | |
| 5 | GDDY | Godaddy INC - Class A | 株式-IT | 5.83% | — | -14.26% | |
| 6 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 5.26% | — | +136.89% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.66% | — | -23.66% | |
| 8 | ✓ | Mimecast LTD | 株式-その他 | 4.10% | — | -15.97% | |
| 9 | ✓ | Integrated Device Technology INC | 株式-その他 | 3.87% | — | -4.46% | |
| 10 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 3.78% | — | -8.84% | |
| 11 | FIVN | Five9 INC | 株式-IT | 3.72% | — | — | |
| 12 | EVBGEUR | Everbridge INC | 株式-その他 | 3.59% | — | -53.51% | |
| 13 | CVLT | Commvault Systems INC | 株式-IT | 3.49% | — | — | |
| 14 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 3.36% | — | +11.16% | |
| 15 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 3.29% | — | — | |
| 16 | ROKU | Roku INC | 株式-通信サービス | 3.14% | — | — | |
| 17 | RPD | Rapid7 INC | 株式-その他 | 2.92% | — | — | |
| 18 | ✓ | Sendgrid INC | 株式-その他 | 2.88% | — | — | |
| 19 | LITE | Lumentum Holdings INC | 株式-IT | 2.38% | — | — | |
| 20 | LOGI | Logitech International S.A. | 株式-IT | 2.33% | — | — | |
| 21 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 2.24% | — | — | |
| 22 | WIX | Wix.com Ltd. | 株式-IT | 2.04% | — | — | |
| 23 | CSGP | Costar Group INC | 株式-不動産 | 2.00% | — | — | |
| 24 | SAILEUR | Sailpoint Technologies Holdi | 株式-その他 | 1.87% | — | — | |
| 25 | SFIX | Stitch Fix Inc-class A | 株式-その他 | 1.43% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ATVIEUR | Activision Blizzard INC | +3% | +136.89% | 増加 |
| 2 | RP | Realpage INC | +1.8% | +25.40% | 増加 |
| 3 | RNG | Ringcentral Inc-class A | +0.8% | +17.80% | 増加 |
| 4 | SPLKCHF | Splunk INC | +0.6% | +24.53% | 増加 |
| 5 | STMP | Stamps.com INC | 0% | -9.60% | 減少 |
| 6 | ✓ | Integrated Device Technology INC | -0.5% | -4.46% | 減少 |
| 7 | ✓ | Mimecast LTD | -0.7% | -15.97% | 減少 |
| 8 | GDDY | Godaddy INC - Class A | -0.9% | -14.26% | 減少 |
| 9 | STM | Stmicroelectronics Nv-ny Shs | -1% | -8.84% | 減少 |
| 10 | PAGS | PagSeguro Digital Ltd. | -1.4% | +11.16% | 増加 |
| 11 | BABA | Alibaba Group Holding-sp Adr | -2.2% | -23.66% | 減少 |
| 12 | EVBGEUR | Everbridge INC | -3.2% | -53.51% | 減少 |
| 13 | LOGMEUR | Logmein INC | — | EXIT | 全売却 |
| 14 | NBIS | Nebius Group NV | — | EXIT | 全売却 |
| 15 | BZUN | Baozun Inc-spn Adr | — | EXIT | 全売却 |
| 16 | FIVN | Five9 INC | — | NEW | 新規購入 |
| 17 | CVLT | Commvault Systems INC | — | NEW | 新規購入 |
| 18 | CYEUR | Cypress Semiconductor CORP | — | NEW | 新規購入 |
| 19 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 20 | ROKU | Roku INC | — | NEW | 新規購入 |
| 21 | RPD | Rapid7 INC | — | NEW | 新規購入 |
| 22 | ✓ | Sendgrid INC | — | NEW | 新規購入 |
| 23 | MELI | Mercadolibre INC | — | EXIT | 全売却 |
| 24 | TREE | Lendingtree INC | — | EXIT | 全売却 |
| 25 | ICHR | Ichor Holdings, Ltd. | — | EXIT | 全売却 |
| 26 | LITE | Lumentum Holdings INC | — | NEW | 新規購入 |
| 27 | LOGI | Logitech International S.A. | — | NEW | 新規購入 |
| 28 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |
| 29 | WIX | Wix.com Ltd. | — | NEW | 新規購入 |
| 30 | CSGP | Costar Group INC | — | NEW | 新規購入 |
| 31 | SAILEUR | Sailpoint Technologies Holdi | — | NEW | 新規購入 |
| 32 | COUPEUR | Coupa Software INC | — | EXIT | 全売却 |
| 33 | SFIX | Stitch Fix Inc-class A | — | NEW | 新規購入 |
| 34 | IQ | Iqiyi Inc-adr | — | EXIT | 全売却 |