CIK: 0000911270
申告総資産額
$2.1億
| # | 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 | OKTA | Okta INC | 株式-IT | 12.79% | +0.01% | -4.50% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 11.26% | — | -0.37% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.31% | +0.01% | +25.18% | |
| 4 | CRM | Salesforce INC | 株式-IT | 8.78% | — | +5.39% | |
| 5 | TEAM | Atlassian Corporation | 株式-IT | 7.09% | — | +22.54% | |
| 6 | NOW | Servicenow INC | 株式-IT | 5.91% | — | +7.88% | |
| 7 | WDAY | Workday Inc-class A | 株式-IT | 5.40% | — | -0.38% | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 5.35% | — | -0.42% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 5.12% | — | -18.73% | |
| 10 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 4.46% | — | -0.41% | |
| 11 | APPF | Appfolio INC - A | 株式-IT | 4.32% | — | -16.84% | |
| 12 | SPLKCHF | Splunk INC | 株式-その他 | 4.27% | — | -0.41% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.11% | — | -0.38% | |
| 14 | PFPT | Proofpoint INC | 株式-その他 | 2.87% | — | -0.41% | |
| 15 | RDFN | Redfin CORP | 株式-その他 | 1.01% | — | -33.38% | |
| 16 | DOCU | Docusign INC | 株式-IT | 0.80% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.68% | — | — | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | — | |
| 19 | INTC | Intel CORP | 株式-IT | 0.54% | — | — | |
| 20 | ✓ | AbbVie Inc. | 株式-その他 | 0.50% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | — | |
| 22 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.36% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 0.34% | -0.01% | — | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | — | — | |
| 25 | GWRE | Guidewire Software INC | 株式-IT | 0.32% | — | — | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 0.31% | — | — | |
| 27 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 0.30% | — | — | |
| 28 | ✓ | EOG Resources | 株式-その他 | 0.27% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | — | — | |
| 30 | GIS | General Mills INC | 株式-生活必需品 | 0.25% | — | — | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | — | — | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | — | — | |
| 33 | SU | Suncor Energy INC | 株式-エネルギー | 0.23% | — | — | |
| 34 | INTU | Intuit INC | 株式-IT | 0.22% | — | — | |
| 35 | ✓ | Target CP | 株式-その他 | 0.22% | — | — | |
| 36 | HAL | Halliburton Co | 株式-エネルギー | 0.19% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.02% | +13.99% | |
| 38 | ✓ | 3m Company | 株式-その他 | 0.17% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +3% | +25.18% | 増加 |
| 2 | TEAM | Atlassian Corporation | +1.9% | +22.54% | 増加 |
| 3 | OKTA | Okta INC | +1.8% | -4.50% | 減少 |
| 4 | CRM | Salesforce INC | +1.4% | +5.39% | 増加 |
| 5 | AMZN | Amazon.com INC | +1.3% | -0.37% | 減少 |
| 6 | APPF | Appfolio INC - A | +0.7% | -16.84% | 減少 |
| 7 | NOW | Servicenow INC | +0.5% | +7.88% | 増加 |
| 8 | PANW | Palo Alto Networks INC | +0.4% | -0.42% | 減少 |
| 9 | NFLX | Netflix INC | +0.2% | -18.73% | 減少 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.38% | 減少 |
| 11 | VEEV | Veeva Systems Inc-class A | +0.1% | -0.41% | 減少 |
| 12 | V | Visa Inc-class A Shares | 0% | — | 変化なし |
| 13 | ✓ | EOG Resources | 0% | — | 変化なし |
| 14 | MSFT | Microsoft CORP | 0% | +13.99% | 増加 |
| 15 | SU | Suncor Energy INC | 0% | — | 変化なし |
| 16 | INTU | Intuit INC | 0% | — | 変化なし |
| 17 | AAPL | Apple INC | 0% | — | 変化なし |
| 18 | MRK | Merck & Co., Inc. | 0% | — | 変化なし |
| 19 | RDS-A | Shell Plc-spon Adr-a | 0% | — | 変化なし |
| 20 | LLY | Eli Lilly & Co | 0% | — | 変化なし |
| 21 | ✓ | Target CP | 0% | — | 変化なし |
| 22 | GWRE | Guidewire Software INC | 0% | — | 変化なし |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | 変化なし |
| 24 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 25 | SLB | Slb LTD | — | — | 変化なし |
| 26 | ABT | Abbott Laboratories | 0% | — | 変化なし |
| 27 | HAL | Halliburton Co | 0% | — | 変化なし |
| 28 | GIS | General Mills INC | 0% | — | 変化なし |
| 29 | ✓ | 3m Company | 0% | — | 変化なし |
| 30 | ✓ | AbbVie Inc. | 0% | — | 変化なし |
| 31 | INTC | Intel CORP | 0% | — | 変化なし |
| 32 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 33 | BRK-B | Berkshire Hathaway Inc. | -0.1% | — | 変化なし |
| 34 | PFPT | Proofpoint INC | -0.1% | -0.41% | 減少 |
| 35 | SPLKCHF | Splunk INC | -0.1% | -0.41% | 減少 |
| 36 | WDAY | Workday Inc-class A | -0.5% | -0.38% | 減少 |
| 37 | RDFN | Redfin CORP | -0.5% | -33.38% | 減少 |
| 38 | Z | Zillow Group INC - C | — | EXIT | 全売却 |
| 39 | P | Everpure Inc-a | — | EXIT | 全売却 |
| 40 | MELI | Mercadolibre INC | — | EXIT | 全売却 |
| 41 | CLDR | Cloudera INC | — | EXIT | 全売却 |
| 42 | DOCU | Docusign INC | — | NEW | 新規購入 |
| 43 | DBX | Dropbox Inc-class A | — | EXIT | 全売却 |