CIK: 0001525234
申告総資産額
$67.6億
| # | 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 | RHT1EUR | Red Hat INC | 株式-その他 | 10.56% | — | +68.18% | |
| 2 | STMP | Stamps.com INC | 株式-その他 | 6.51% | — | -22.99% | |
| 3 | ✓ | Pandora Media INC | 株式-その他 | 6.25% | — | +14.21% | |
| 4 | NBIS | Nebius Group NV | 株式-その他 | 5.42% | — | +114.81% | |
| 5 | SBAC | Sba Communications CORP | 株式-不動産 | 5.26% | — | — | |
| 6 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 5.25% | — | +42.61% | |
| 7 | GDDY | Godaddy INC - Class A | 株式-IT | 5.16% | — | +34.95% | |
| 8 | MRVL | Marvell Technology, Inc. | 株式-IT | 4.62% | — | -26.08% | |
| 9 | OLED | Universal Display CORP | 株式-IT | 4.43% | — | +105.78% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.36% | — | +72.96% | |
| 11 | WUBAUSD | 58.com Inc-adr | 株式-その他 | 4.27% | — | +13.49% | |
| 12 | DATA | Tableau Software Inc-cl A | 株式-その他 | 3.78% | — | +63.36% | |
| 13 | GRPNCHF | Groupon INC | 株式-その他 | 3.69% | — | — | |
| 14 | LOGMEUR | Logmein INC | 株式-その他 | 3.30% | — | -9.16% | |
| 15 | YELP | Yelp INC | 株式-その他 | 3.28% | — | — | |
| 16 | FEYECHF | Mandiant INC | 株式-その他 | 3.25% | — | — | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 3.20% | -4.63% | EXIT | |
| 18 | LCEUR | Happen INC | 株式-その他 | 2.91% | — | +27.55% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 2.25% | -6.51% | +21.98% | |
| 20 | 5TC | Truecar INC | 株式-その他 | 2.25% | — | +10.59% | |
| 21 | CNDT | Conduent INC | 株式-その他 | 1.91% | — | — | |
| 22 | ASML | ASML Holding N.V. | 株式-IT | 1.71% | — | — | |
| 23 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 1.69% | — | — | |
| 24 | XLNXEUR | Xilinx INC | 株式-その他 | 1.62% | — | — | |
| 25 | ✓ | Ilg Inc | 株式-その他 | 1.11% | — | — | |
| 26 | MTCHEUR | Match Group INC | 株式-その他 | 1.03% | — | — | |
| 27 | YYEUR | Yy Inc-adr | 株式-その他 | 0.90% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | RHT1EUR | Red Hat INC | +5.1% | +68.18% | 増加 |
| 2 | NBIS | Nebius Group NV | +3.4% | +114.81% | 増加 |
| 3 | OLED | Universal Display CORP | +2.6% | +105.78% | 増加 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +2.3% | +72.96% | 増加 |
| 5 | DATA | Tableau Software Inc-cl A | +1.9% | +63.36% | 増加 |
| 6 | FWONKUSD | Liberty Media Corp-liberty-c | +1.7% | +42.61% | 増加 |
| 7 | WUBAUSD | 58.com Inc-adr | +1.6% | +13.49% | 増加 |
| 8 | GDDY | Godaddy INC - Class A | +1.4% | +34.95% | 増加 |
| 9 | LCEUR | Happen INC | +0.8% | +27.55% | 増加 |
| 10 | NVDA | Nvidia CORP | +0.8% | +21.98% | 増加 |
| 11 | STMP | Stamps.com INC | 0% | -22.99% | 減少 |
| 12 | ✓ | Pandora Media INC | -0.1% | +14.21% | 増加 |
| 13 | LOGMEUR | Logmein INC | -0.2% | -9.16% | 減少 |
| 14 | 5TC | Truecar INC | -0.3% | +10.59% | 増加 |
| 15 | MRVL | Marvell Technology, Inc. | -1.2% | -26.08% | 減少 |
| 16 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 17 | TWXCHF | Time Warner INC | — | EXIT | 全売却 |
| 18 | SBAC | Sba Communications CORP | — | NEW | 新規購入 |
| 19 | GRPNCHF | Groupon INC | — | NEW | 新規購入 |
| 20 | NTES | Netease Inc-adr | — | EXIT | 全売却 |
| 21 | YELP | Yelp INC | — | NEW | 新規購入 |
| 22 | FEYECHF | Mandiant INC | — | NEW | 新規購入 |
| 23 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 24 | MOMOUSD | Momo Inc-spon Adr | — | EXIT | 全売却 |
| 25 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 26 | ATVIEUR | Activision Blizzard INC | — | EXIT | 全売却 |
| 27 | ✓ | Ultimate Software Group INC | — | EXIT | 全売却 |
| 28 | SYMCEUR | Symantec CORP | — | EXIT | 全売却 |
| 29 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 30 | ZEN1EUR | Zendesk INC | — | EXIT | 全売却 |
| 31 | TMUS | T-mobile US INC | — | EXIT | 全売却 |
| 32 | DISH | Dish Network Corp-a | — | EXIT | 全売却 |
| 33 | CYEUR | Cypress Semiconductor CORP | — | EXIT | 全売却 |
| 34 | CNDT | Conduent INC | — | NEW | 新規購入 |
| 35 | OPTU | Optimum Communications Inc-a | — | EXIT | 全売却 |
| 36 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 37 | EDU | New Oriental Education & Technology Group Inc. | — | NEW | 新規購入 |
| 38 | COHREUR | Coherent INC | — | EXIT | 全売却 |
| 39 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |
| 40 | SIRIEUR | Sirius Xm Holdings INC | — | EXIT | 全売却 |
| 41 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 42 | ✓ | Ilg Inc | — | NEW | 新規購入 |
| 43 | MTCHEUR | Match Group INC | — | NEW | 新規購入 |
| 44 | YYEUR | Yy Inc-adr | — | NEW | 新規購入 |
| 45 | PI | Impinj INC | — | EXIT | 全売却 |