CIK: 0001661191
申告総資産額
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| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 12.03% | — | +23.33% | |
| 2 | EXPE | Expedia Group INC | 株式-一般消費財 | 11.01% | — | — | |
| 3 | PANW | Palo Alto Networks INC | 株式-IT | 10.89% | — | — | |
| 4 | RNG | Ringcentral Inc-class A | 株式-IT | 10.08% | — | — | |
| 5 | SONY | Sony Group Corporation | 株式-IT | 8.69% | — | — | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 8.23% | — | — | |
| 7 | NOW | Servicenow INC | 株式-IT | 7.92% | — | -19.09% | |
| 8 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 7.57% | — | — | |
| 9 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 6.95% | — | — | |
| 10 | EA | Electronic Arts INC | 株式-通信サービス | 6.92% | — | +1.33% | |
| 11 | ✓ | Cyberark Software LTD | 株式-その他 | 6.47% | — | — | |
| 12 | COUPEUR | Coupa Software INC | 株式-その他 | 3.23% | — | -28.57% |
| # | 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 | +0.6% | +23.33% | 増加 |
| 2 | RNG | Ringcentral Inc-class A | -0.5% | — | 変化なし |
| 3 | EA | Electronic Arts INC | -1.8% | +1.33% | 増加 |
| 4 | ✓ | Cyberark Software LTD | -1.9% | — | 変化なし |
| 5 | COUPEUR | Coupa Software INC | -3.2% | -28.57% | 減少 |
| 6 | NOW | Servicenow INC | -4.1% | -19.09% | 減少 |
| 7 | EXPE | Expedia Group INC | — | NEW | 新規購入 |
| 8 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 9 | SONY | Sony Group Corporation | — | NEW | 新規購入 |
| 10 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 11 | ✓ | Ellie Mae INC Com | — | EXIT | 全売却 |
| 12 | CTSH | Cognizant Tech Solutions-a | — | NEW | 新規購入 |
| 13 | ✓ | Gigamon INC | — | EXIT | 全売却 |
| 14 | CHKP | Check Point Software Technologies Ltd. | — | NEW | 新規購入 |
| 15 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 16 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 17 | VISN | Vistance Networks INC | — | EXIT | 全売却 |