CIK: 0001387921
申告総資産額
$1.6億
| # | 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 | PYPL | Paypal Holdings INC | 株式-金融 | 6.65% | — | -22.28% | |
| 2 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 5.73% | — | -45.77% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.46% | — | +10.03% | |
| 4 | PANW | Palo Alto Networks INC | 株式-IT | 4.90% | — | +13.90% | |
| 5 | ✓ | 株式-その他 | 4.49% | — | -15.38% | ||
| 6 | VMWEUR | Vmware Inc-class A | 株式-その他 | 4.34% | — | -28.62% | |
| 7 | DG | Dollar General CORP | 株式-生活必需品 | 3.65% | — | +29.67% | |
| 8 | TRIP | Tripadvisor INC | 株式-その他 | 3.59% | — | +26.67% | |
| 9 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 3.57% | — | — | |
| 10 | LXFR | Luxfer Holdings PLC | 株式-その他 | 3.49% | — | +6.72% | |
| 11 | MRVL | Marvell Technology, Inc. | 株式-IT | 3.40% | — | -5.09% | |
| 12 | AMT | American Tower CORP | 株式-不動産 | 2.99% | -0.04% | +6.72% | |
| 13 | ✓ | Orbotech LTD | 株式-その他 | 2.89% | — | +7.80% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.82% | — | +6.62% | |
| 15 | ✓ | Travelport Worldwide LTD | 株式-その他 | 2.70% | — | +22.01% | |
| 16 | NTAP | Netapp INC | 株式-IT | 2.48% | — | — | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.47% | — | -1.35% | |
| 18 | COR | Cencora INC | 株式-ヘルスケア | 2.36% | — | +18.71% | |
| 19 | NXPI | NXP Semiconductors N.V. | 株式-IT | 2.29% | -1.55% | EXIT | |
| 20 | DAR | Darling Ingredients INC | 株式-生活必需品 | 2.17% | — | — | |
| 21 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 2.12% | — | +8.45% | |
| 22 | ✓ | Videocon D2h LTD | 株式-その他 | 1.89% | — | -9.45% | |
| 23 | ✓ | Gigamon INC | 株式-その他 | 1.84% | — | -43.99% | |
| 24 | CVA1EUR | Covanta Holding CORP | 株式-その他 | 1.72% | — | +6.72% | |
| 25 | CCOI | Cogent Communications Holdin | 株式-その他 | 1.71% | — | — | |
| 26 | LBTYA | Liberty Global Ltd. | 株式-その他 | 1.63% | — | — | |
| 27 | ✓ | Brocade Communications Sys I | 株式-その他 | 1.52% | — | +6.72% | |
| 28 | ✓ | Mylan N V | 株式-その他 | 1.52% | — | +17.24% | |
| 29 | QCOM | QUALCOMM Incorporated | 株式-IT | 1.44% | — | — | |
| 30 | KR | Kroger Co | 株式-生活必需品 | 1.44% | — | — | |
| 31 | LQDT | Liquidity Services INC | 株式-その他 | 1.44% | — | +185.87% | |
| 32 | ✓ | Mellanox Technologies LTD | 株式-その他 | 1.33% | — | -13.22% | |
| 33 | AKAM | Akamai Technologies INC | 株式-IT | 1.26% | — | — | |
| 34 | KLAC | Kla CORP | 株式-IT | 1.22% | — | -33.79% | |
| 35 | ✓ | Shoretel INC | 株式-その他 | 1.13% | — | +15.99% | |
| 36 | NTNX | Nutanix INC - A | 株式-IT | 0.93% | — | — | |
| 37 | IPHI | Inphi CORP | 株式-その他 | 0.90% | — | — | |
| 38 | MCHP | Microchip Technology INC | 株式-IT | 0.82% | -1.31% | -42.52% | |
| 39 | ✓ | Bazaarvoice INC | 株式-その他 | 0.63% | — | -47.33% | |
| 40 | PTS1EUR | Points International LTD | 株式-その他 | 0.37% | — | — | |
| 41 | INTC | Intel Corporation | 株式-IT | 0.31% | — | — | |
| 42 | INVE | Identiv INC | 株式-その他 | 0.22% | — | — | |
| 43 | DHX | Dhi Group INC | 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 | PANW | Palo Alto Networks INC | +1.5% | +13.90% | 増加 |
| 2 | DG | Dollar General CORP | +1.1% | +29.67% | 増加 |
| 3 | MSFT | Microsoft CORP | +1.1% | +10.03% | 増加 |
| 4 | ✓ | Travelport Worldwide LTD | +0.9% | +22.01% | 増加 |
| 5 | LQDT | Liquidity Services INC | +0.9% | +185.87% | 増加 |
| 6 | COR | Cencora INC | +0.6% | +18.71% | 増加 |
| 7 | TRIP | Tripadvisor INC | +0.6% | +26.67% | 増加 |
| 8 | AMT | American Tower CORP | +0.6% | +6.72% | 増加 |
| 9 | LXFR | Luxfer Holdings PLC | +0.6% | +6.72% | 増加 |
| 10 | NXPI | NXP Semiconductors N.V. | +0.6% | +18.06% | 増加 |
| 11 | WYNN | Wynn Resorts LTD | +0.6% | +8.45% | 増加 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.6% | +6.62% | 増加 |
| 13 | LSXMKUSD | Liberty Media Cor-siriusxm C | +0.5% | — | 変化なし |
| 14 | ✓ | Orbotech LTD | +0.4% | +7.80% | 増加 |
| 15 | ✓ | Mylan N V | +0.3% | +17.24% | 増加 |
| 16 | PYPL | Paypal Holdings INC | +0.3% | -22.28% | 減少 |
| 17 | CVA1EUR | Covanta Holding CORP | -0.1% | +6.72% | 増加 |
| 18 | ✓ | Mellanox Technologies LTD | -0.3% | -13.22% | 減少 |
| 19 | ✓ | Bazaarvoice INC | -0.3% | -47.33% | 減少 |
| 20 | ✓ | Videocon D2h LTD | -0.4% | -9.45% | 減少 |
| 21 | MCHP | Microchip Technology INC | -0.4% | -42.52% | 減少 |
| 22 | KLAC | Kla CORP | -0.6% | -33.79% | 減少 |
| 23 | ✓ | Gigamon INC | -0.9% | -43.99% | 減少 |
| 24 | VMWEUR | Vmware Inc-class A | -1.6% | -28.62% | 減少 |
| 25 | LBRDK | Liberty Broadband-c | -4.1% | -45.77% | 減少 |
| 26 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 27 | GOF | Guggenheim Strategic Opportunities Fund | — | EXIT | 全売却 |
| 28 | ✓ | — | EXIT | 全売却 | |
| 29 | NTAP | Netapp INC | — | NEW | 新規購入 |
| 30 | DAR | Darling Ingredients INC | — | NEW | 新規購入 |
| 31 | PEGIEUR | Pattern Energy Group INC -a | — | EXIT | 全売却 |
| 32 | LBTYA | Liberty Global Ltd. | — | EXIT | 全売却 |
| 33 | CCOI | Cogent Communications Holdin | — | NEW | 新規購入 |
| 34 | URBN | Urban Outfitters INC | — | EXIT | 全売却 |
| 35 | LBTYA | Liberty Global Ltd. | — | NEW | 新規購入 |
| 36 | QCOM | QUALCOMM Incorporated | — | NEW | 新規購入 |
| 37 | KR | Kroger Co | — | NEW | 新規購入 |
| 38 | FNSR | Finisar Corporation | — | EXIT | 全売却 |
| 39 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 40 | ARCH1EUR | Arch Resources INC | — | EXIT | 全売却 |
| 41 | NTNX | Nutanix INC - A | — | NEW | 新規購入 |
| 42 | IPHI | Inphi CORP | — | NEW | 新規購入 |
| 43 | DFRG | Del Frisco's Restaurant Grou | — | EXIT | 全売却 |
| 44 | ✓ | Ituran Location And Control Lt | — | EXIT | 全売却 |
| 45 | GOOG | Alphabet Inc-cl C | — | EXIT | 全売却 |
| 46 | PTS1EUR | Points International LTD | — | NEW | 新規購入 |
| 47 | KVHI | Kvh Industries INC | — | EXIT | 全売却 |
| 48 | ✓ | Ari Network Services | — | EXIT | 全売却 |
| 49 | INTC | Intel Corporation | — | NEW | 新規購入 |
| 50 | INVE | Identiv INC | — | NEW | 新規購入 |