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 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.50% | -15.71% | EXIT | |
| 2 | SNAP | Snap INC - A | 株式-通信サービス | 9.49% | — | -15.00% | |
| 3 | XYZ | Block INC | 株式-金融 | 9.25% | -12.51% | EXIT | |
| 4 | ZEN1EUR | Zendesk INC | 株式-その他 | 8.95% | — | -52.00% | |
| 5 | RNG | Ringcentral Inc-class A | 株式-IT | 7.63% | — | -8.70% | |
| 6 | WDAY | Workday Inc-class A | 株式-IT | 7.43% | -15.39% | EXIT | |
| 7 | TWLO | Twilio INC - A | 株式-IT | 7.36% | -5.24% | EXIT | |
| 8 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 5.79% | -9.97% | EXIT | |
| 9 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 5.78% | -13.03% | EXIT | |
| 10 | MELI | Mercadolibre INC | 株式-一般消費財 | 4.80% | -6.28% | EXIT | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 4.78% | — | — | |
| 12 | IOT | Samsara Inc-cl A | 株式-IT | 4.72% | — | — | |
| 13 | HUBS | Hubspot INC | 株式-IT | 4.71% | -6.49% | EXIT | |
| 14 | SNOW | Snowflake INC | 株式-IT | 3.55% | — | — | |
| 15 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 3.20% | -2.65% | EXIT | |
| 16 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 3.05% | — | -50.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SMARGBP | Smartsheet Inc-class A | +5.8% | NEW | 新規購入 |
| 2 | MSFT | Microsoft CORP | +4.8% | NEW | 新規購入 |
| 3 | IOT | Samsara Inc-cl A | +4.7% | NEW | 新規購入 |
| 4 | HUBS | Hubspot INC | +4.7% | NEW | 新規購入 |
| 5 | SNOW | Snowflake INC | +3.6% | NEW | 新規購入 |
| 6 | XYZ | Block INC | +2.6% | +10.00% | 増加 |
| 7 | TWLO | Twilio INC - A | +2.5% | +60.00% | 増加 |
| 8 | WDAY | Workday Inc-class A | +2.4% | +11.11% | 増加 |
| 9 | MELI | Mercadolibre INC | +2.3% | +44.44% | 増加 |
| 10 | SNAP | Snap INC - A | -0.1% | -15.00% | 減少 |
| 11 | ABNB | Airbnb Inc-class A | -0.2% | -40.00% | 減少 |
| 12 | DOMO | Domo INC - Class B | -1% | EXIT | 全売却 |
| 13 | RNG | Ringcentral Inc-class A | -1.2% | -8.70% | 減少 |
| 14 | VOO | Vanguard S&P 500 ETF | -1.3% | -25.00% | 減少 |
| 15 | AMZN | Amazon.com INC | -1.4% | -41.25% | 減少 |
| 16 | ZEN1EUR | Zendesk INC | -1.7% | -52.00% | 減少 |
| 17 | ONTF | On24 INC | -1.8% | EXIT | 全売却 |
| 18 | CVNA | Carvana Co | -2.4% | EXIT | 全売却 |
| 19 | PINS | Pinterest Inc- Class A | -2.9% | -50.00% | 減少 |
| 20 | MA | Mastercard INC - A | -2.9% | EXIT | 全売却 |
| 21 | GOOG | Alphabet Inc-cl C | -4.2% | EXIT | 全売却 |
| 22 | PLANUSD | Anaplan INC | -5.6% | EXIT | 全売却 |
| 23 | GPN | Global Payments INC | -6.6% | EXIT | 全売却 |