CIK: 0001661191
申告総資産額
—
| # | 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 | OPTU | Optimum Communications Inc-a | 株式-通信サービス | 11.02% | — | -16.67% | |
| 2 | DBX | Dropbox Inc-class A | 株式-IT | 10.75% | — | +22.41% | |
| 3 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 10.49% | — | +77.14% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.30% | — | +13.98% | |
| 5 | NTNX | Nutanix INC - A | 株式-IT | 9.99% | — | -4.63% | |
| 6 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 7.77% | — | +12.00% | |
| 7 | RNG | Ringcentral Inc-class A | 株式-IT | 7.33% | — | — | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 6.42% | — | — | |
| 9 | TLND | Talend SA - Adr | 株式-その他 | 6.05% | — | +18.92% | |
| 10 | ADSK | Autodesk INC | 株式-IT | 5.72% | — | -31.82% | |
| 11 | RP | Realpage INC | 株式-その他 | 3.43% | — | — | |
| 12 | EXPE | Expedia Group INC | 株式-一般消費財 | 3.34% | — | -55.06% | |
| 13 | LOGMEUR | Logmein INC | 株式-その他 | 3.02% | — | -0.79% | |
| 14 | WIX | Wix.com Ltd. | 株式-IT | 2.34% | — | — | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.03% | — | -74.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ZAYOEUR | Zayo Group Holdings INC | +3.3% | +77.14% | 増加 |
| 2 | DBX | Dropbox Inc-class A | +1.6% | +22.41% | 増加 |
| 3 | NTNX | Nutanix INC - A | +1.4% | -4.63% | 減少 |
| 4 | META | Meta Platforms Inc-class A | +1.3% | +13.98% | 増加 |
| 5 | RNG | Ringcentral Inc-class A | +0.8% | — | 変化なし |
| 6 | LOGMEUR | Logmein INC | +0.4% | -0.79% | 減少 |
| 7 | PAGS | PagSeguro Digital Ltd. | -0.4% | +12.00% | 増加 |
| 8 | OPTU | Optimum Communications Inc-a | -0.5% | -16.67% | 減少 |
| 9 | TLND | Talend SA - Adr | -1.6% | +18.92% | 増加 |
| 10 | ADSK | Autodesk INC | -2.4% | -31.82% | 減少 |
| 11 | EXPE | Expedia Group INC | -3.5% | -55.06% | 減少 |
| 12 | BABA | Alibaba Group Holding-sp Adr | -5.5% | -74.36% | 減少 |
| 13 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 14 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 15 | RP | Realpage INC | — | NEW | 新規購入 |
| 16 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 17 | WIX | Wix.com Ltd. | — | NEW | 新規購入 |