CIK: 0001454409
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 | ✓ | Qlik Technologies INC | 株式-その他 | 29.35% | — | +61.39% | |
| 2 | AMAT | Applied Materials, Inc. | 株式-IT | 22.25% | — | -2.70% | |
| 3 | OTEX | Open Text CORP | 株式-その他 | 6.85% | — | — | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 5.81% | — | — | |
| 5 | ALLT | Allot Ltd. | 株式-その他 | 5.61% | — | +30.70% | |
| 6 | TXN | Texas Instruments INC | 株式-IT | 5.46% | — | — | |
| 7 | IBM | Intl Business Machines CORP | 株式-IT | 5.18% | — | -55.56% | |
| 8 | ✓ | Jive Software INC | 株式-その他 | 3.05% | — | +31.49% | |
| 9 | LXKEUR | Lexmark International Inc-a | 株式-その他 | 2.75% | — | — | |
| 10 | ONB | Cmc Materials INC | 株式-金融 | 2.58% | — | — | |
| 11 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 2.05% | — | — | |
| 12 | LOGMEUR | Logmein INC | 株式-その他 | 2.02% | — | -45.30% | |
| 13 | VECO | Veeco Instruments INC | 株式-その他 | 1.54% | — | — | |
| 14 | MSI | Motorola Solutions INC | 株式-IT | 1.26% | -1.13% | EXIT | |
| 15 | INTC | Intel CORP | 株式-IT | 0.88% | — | — | |
| 16 | KN | Knowles CORP | 株式-その他 | 0.74% | — | — | |
| 17 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.71% | — | -48.70% | |
| 18 | IMMR | Immersion Corporation | 株式-その他 | 0.59% | -2.87% | EXIT | |
| 19 | MXL | Maxlinear INC | 株式-その他 | 0.58% | — | — | |
| 20 | ✓ | Pandora Media INC | 株式-その他 | 0.42% | — | — | |
| 21 | FLEX | Flex Ltd. | 株式-IT | 0.32% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Qlik Technologies INC | +11.7% | +61.39% | 増加 |
| 2 | AMAT | Applied Materials, Inc. | +4.9% | -2.70% | 減少 |
| 3 | ALLT | Allot Ltd. | +2% | +30.70% | 増加 |
| 4 | ✓ | Jive Software INC | +1.3% | +31.49% | 増加 |
| 5 | MXL | Maxlinear INC | +0.1% | — | 変化なし |
| 6 | MPWR | Monolithic Power Systems INC | -0.3% | -48.70% | 減少 |
| 7 | LOGMEUR | Logmein INC | -0.9% | -45.30% | 減少 |
| 8 | IBM | Intl Business Machines CORP | -5.1% | -55.56% | 減少 |
| 9 | MXIM | Maxim Integrated Products | — | EXIT | 全売却 |
| 10 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 11 | SYNA | Synaptics INC | — | EXIT | 全売却 |
| 12 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 13 | OTEX | Open Text CORP | — | NEW | 新規購入 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 15 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 16 | SNX | TD Synnex CORP | — | EXIT | 全売却 |
| 17 | CTSH | Cognizant Tech Solutions-a | — | EXIT | 全売却 |
| 18 | LXKEUR | Lexmark International Inc-a | — | NEW | 新規購入 |
| 19 | ONB | Cmc Materials INC | — | NEW | 新規購入 |
| 20 | ✓ | Audience INC | — | EXIT | 全売却 |
| 21 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新規購入 |
| 22 | NOK | Nokia Corp-spon Adr | — | EXIT | 全売却 |
| 23 | VECO | Veeco Instruments INC | — | NEW | 新規購入 |
| 24 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 25 | MSI | Motorola Solutions INC | — | NEW | 新規購入 |
| 26 | INTC | Intel CORP | — | NEW | 新規購入 |
| 27 | KN | Knowles CORP | — | NEW | 新規購入 |
| 28 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 29 | IMMR | Immersion Corporation | — | NEW | 新規購入 |
| 30 | RTECEUR | Rudolph Technologies INC | — | EXIT | 全売却 |
| 31 | ✓ | Pandora Media INC | — | NEW | 新規購入 |
| 32 | FLEX | Flex Ltd. | — | NEW | 新規購入 |