CIK: 0001722967
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 27.18% | — | -38.18% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.89% | — | +77.19% | |
| 3 | MU | Micron Technology INC | 株式-IT | 6.19% | — | -4.55% | |
| 4 | AMD | Advanced Micro Devices | 株式-IT | 5.78% | — | +28.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.10% | — | +9.09% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.35% | — | +8.81% | |
| 7 | UBER | Uber Technologies INC | 株式-資本財 | 3.21% | — | +62.50% | |
| 8 | ARKK | Ark Innovation ETF | ETF-その他 | 3.02% | — | — | |
| 9 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 2.62% | — | +844.44% | |
| 10 | LYFT | Lyft Inc-a | 株式-IT | 2.38% | — | — | |
| 11 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.24% | — | -22.22% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 2.10% | — | — | |
| 13 | FLEX | Flex Ltd. | 株式-IT | 2.00% | — | +53.33% | |
| 14 | AMBA | Ambarella, Inc. | 株式-IT | 2.00% | — | -7.13% | |
| 15 | ASML | ASML Holding N.V. | 株式-IT | 1.89% | — | — | |
| 16 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 1.86% | — | — | |
| 17 | TMUS | T-mobile US INC | 株式-通信サービス | 1.63% | — | — | |
| 18 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.51% | — | -72.39% | |
| 19 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.37% | — | -6.67% | |
| 20 | VIAV | Viavi Solutions INC | 株式-IT | 1.31% | — | -33.33% | |
| 21 | KEYS | Keysight Technologies In | 株式-IT | 1.24% | — | -44.63% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.21% | — | -33.33% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.08% | — | — | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | — | |
| 25 | CHGG | Chegg INC | 株式-生活必需品 | 0.74% | — | -32.00% | |
| 26 | CCI | Crown Castle INC | 株式-不動産 | 0.73% | — | — | |
| 27 | AKAM | Akamai Technologies INC | 株式-IT | 0.72% | — | -63.14% | |
| 28 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.72% | — | — | |
| 29 | ✓ | Duck Creek Technologies INC | 株式-その他 | 0.59% | — | +100.00% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.57% | — | +1495.41% | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.53% | — | -50.00% | |
| 32 | TWLO | Twilio INC - A | 株式-IT | 0.49% | — | — | |
| 33 | TEAM | Atlassian Corporation | 株式-IT | 0.45% | — | -4.97% | |
| 34 | DOCU | Docusign INC | 株式-IT | 0.43% | — | — | |
| 35 | BFT | Foley Trasimene Acquisiti-a | 株式-その他 | 0.29% | — | — | |
| 36 | RNG | Ringcentral Inc-class A | 株式-IT | 0.28% | — | -70.00% | |
| 37 | ✓ | Oaktree Acquisition CORP Ii | 株式-その他 | 0.18% | — | -30.40% | |
| 38 | ✓ | Atlas Crest Invt CORP | 株式-その他 | 0.16% | — | — | |
| 39 | ✓ | 株式-その他 | 0.13% | — | — | ||
| 40 | ✓ | Oaktree Acquisition CORP | 株式-その他 | 0.13% | — | -20.07% | |
| 41 | VIAOY | Via Optronics Holding AG | 株式-その他 | 0.10% | — | -52.72% | |
| 42 | ✓ | Jaws Spitfire Acquisition Co | 株式-その他 | 0.08% | — | — | |
| 43 | GRAFUSD | Velodyne Lidar INC | 株式-その他 | 0.08% | — | -30.00% | |
| 44 | ✓ | Equity Distr Acquisition Cor | 株式-その他 | 0.07% | — | -6.67% | |
| 45 | ✓ | Tortoise Acquisition CORP Ii | 株式-その他 | 0.07% | — | -37.47% | |
| 46 | ✓ | Vy Global Growth | 株式-その他 | 0.06% | — | — | |
| 47 | ✓ | Gores Holdings Vi INC | 株式-その他 | 0.06% | — | — | |
| 48 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.06% | — | — | |
| 49 | ✓ | Spring Vy Acquisition CORP | 株式-その他 | 0.05% | — | — | |
| 50 | ZG | Zillow Group INC - A | 株式-通信サービス | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +3.7% | +77.19% | 増加 |
| 2 | SIRIEUR | Sirius Xm Holdings INC | +2.4% | +844.44% | 増加 |
| 3 | MU | Micron Technology INC | +2.2% | -4.55% | 減少 |
| 4 | AMD | Advanced Micro Devices | +1.9% | +28.84% | 増加 |
| 5 | UBER | Uber Technologies INC | +1.8% | +62.50% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +1.3% | +9.09% | 増加 |
| 7 | FLEX | Flex Ltd. | +1.2% | +53.33% | 増加 |
| 8 | AMBA | Ambarella, Inc. | +0.8% | -7.13% | 減少 |
| 9 | META | Meta Platforms Inc-class A | +0.6% | +8.81% | 増加 |
| 10 | PYPL | Paypal Holdings INC | +0.5% | +1495.41% | 増加 |
| 11 | ✓ | Duck Creek Technologies INC | +0.3% | +100.00% | 増加 |
| 12 | SONY | Sony Group CORP - Sp Adr | +0.3% | -6.67% | 減少 |
| 13 | NFLX | Netflix INC | +0.2% | — | 変化なし |
| 14 | EWZ | Ishares Msci Brazil ETF | +0.2% | — | 変化なし |
| 15 | CHGG | Chegg INC | -0.1% | -32.00% | 減少 |
| 16 | VIAV | Viavi Solutions INC | -0.2% | -33.33% | 減少 |
| 17 | RNG | Ringcentral Inc-class A | -0.4% | -70.00% | 減少 |
| 18 | NOW | Servicenow INC | -0.4% | -50.00% | 減少 |
| 19 | KEYS | Keysight Technologies In | -0.4% | -44.63% | 減少 |
| 20 | CHTR | Charter Communications Inc-a | -0.4% | -22.22% | 減少 |
| 21 | ADBE | Adobe INC | -0.5% | -33.33% | 減少 |
| 22 | PINS | Pinterest Inc- Class A | -1.1% | -97.97% | 減少 |
| 23 | AKAM | Akamai Technologies INC | -1.3% | -63.14% | 減少 |
| 24 | TTWO | Take-two Interactive Softwre | -2.7% | -72.39% | 減少 |
| 25 | QCOM | Qualcomm INC | -3% | -98.95% | 減少 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -11.3% | -38.18% | 減少 |
| 27 | ARKK | Ark Innovation ETF | — | NEW | 新規購入 |
| 28 | LYFT | Lyft Inc-a | — | NEW | 新規購入 |
| 29 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 30 | ZNGAEUR | Zynga INC - Cl A | — | NEW | 新規購入 |
| 31 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 32 | TMUS | T-mobile US INC | — | NEW | 新規購入 |
| 33 | ATVIEUR | Activision Blizzard INC | — | EXIT | 全売却 |
| 34 | XLNXEUR | Xilinx INC | — | EXIT | 全売却 |
| 35 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 36 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 37 | SBAC | Sba Communications CORP | — | EXIT | 全売却 |
| 38 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 39 | MXL | Maxlinear INC | — | EXIT | 全売却 |
| 40 | OPTU | Optimum Communications Inc-a | — | EXIT | 全売却 |
| 41 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 42 | CCI | Crown Castle INC | — | NEW | 新規購入 |
| 43 | TWLO | Twilio INC - A | — | NEW | 新規購入 |
| 44 | AAPL | Apple INC | — | EXIT | 全売却 |
| 45 | DOCU | Docusign INC | — | NEW | 新規購入 |
| 46 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 47 | BFT | Foley Trasimene Acquisiti-a | — | NEW | 新規購入 |
| 48 | ZEN1EUR | Zendesk INC | — | EXIT | 全売却 |
| 49 | ✓ | Atlas Crest Invt CORP | — | NEW | 新規購入 |
| 50 | ✓ | — | NEW | 新規購入 |