CIK: 0001569049
申告総資産額
$5.3億
| # | 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 | META | Meta Platforms, Inc. | 株式-通信サービス | 12.30% | — | -25.00% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.91% | — | — | |
| 3 | JD | Jd.com Inc-adr | 株式-一般消費財 | 7.79% | — | +3.49% | |
| 4 | WUBAUSD | 58.com Inc-adr | 株式-その他 | 6.89% | — | -8.57% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.74% | +2.40% | +8.33% | |
| 6 | SHOP | Shopify INC - Class A | 株式-IT | 5.39% | — | +75.25% | |
| 7 | PFPT | Proofpoint INC | 株式-その他 | 5.09% | — | +48.15% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 4.48% | -2.89% | EXIT | |
| 9 | SBAC | SBA Communications Corporation | 株式-不動産 | 4.12% | — | +17.08% | |
| 10 | CHTR | Charter Communications, Inc. | 株式-通信サービス | 4.06% | — | -1.71% | |
| 11 | DATA | Tableau Software Inc-cl A | 株式-その他 | 3.81% | — | +62.99% | |
| 12 | PANW | Palo Alto Networks INC | 株式-IT | 3.68% | — | +10.34% | |
| 13 | ✓ | Pandora Media INC | 株式-その他 | 3.45% | — | — | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.85% | — | — | |
| 15 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 2.83% | — | +13.33% | |
| 16 | HUBS | Hubspot INC | 株式-IT | 2.67% | — | -9.16% | |
| 17 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 2.67% | — | +16.04% | |
| 18 | ZEN1EUR | Zendesk INC | 株式-その他 | 2.33% | — | +110.54% | |
| 19 | YYEUR | Yy Inc-adr | 株式-その他 | 2.28% | — | -43.03% | |
| 20 | ✓ | Charter Communications INC D | 株式-その他 | 1.43% | — | — | |
| 21 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 1.40% | — | — | |
| 22 | VNET | Vnet Group Inc-adr | 株式-その他 | 1.38% | — | -60.08% | |
| 23 | ✓ | Infoblox INC | 株式-その他 | 1.33% | — | — | |
| 24 | CRCMGBP | Care.com INC | 株式-その他 | 1.31% | — | — | |
| 25 | ✓ | Hortonworks, Inc. | 株式-その他 | 0.79% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DATA | Tableau Software Inc-cl A | +1.5% | +62.99% | 増加 |
| 2 | PFPT | Proofpoint INC | +1.4% | +48.15% | 増加 |
| 3 | NFLX | Netflix INC | +1.4% | +50.00% | 増加 |
| 4 | ZEN1EUR | Zendesk INC | +1.4% | +110.54% | 増加 |
| 5 | AMZN | Amazon.com INC | +1.2% | +8.33% | 増加 |
| 6 | JD | Jd.com Inc-adr | +0.8% | +3.49% | 増加 |
| 7 | WUBAUSD | 58.com Inc-adr | +0.7% | -8.57% | 減少 |
| 8 | SHOP | Shopify INC - Class A | +0.6% | +75.25% | 増加 |
| 9 | CRCMGBP | Care.com INC | +0.2% | — | 変化なし |
| 10 | META | Meta Platforms Inc-class A | +0.2% | — | 変化なし |
| 11 | SBAC | SBA Communications Corporation | +0.1% | +17.08% | 増加 |
| 12 | BKNG | Booking Hldgs INC | +0.1% | +13.33% | 増加 |
| 13 | PANW | Palo Alto Networks INC | -0.1% | +10.34% | 増加 |
| 14 | HUBS | Hubspot INC | -0.1% | -9.16% | 減少 |
| 15 | ✓ | Charter Communications INC D | -0.2% | — | 変化なし |
| 16 | VIPS | Vipshop Holdings LTD - Adr | -0.2% | +16.04% | 増加 |
| 17 | CHTR | Charter Communications, Inc. | -0.5% | -1.71% | 減少 |
| 18 | YYEUR | Yy Inc-adr | -1.7% | -43.03% | 減少 |
| 19 | VNET | Vnet Group Inc-adr | -2% | -60.08% | 減少 |
| 20 | META | Meta Platforms, Inc. | -3.8% | -25.00% | 減少 |
| 21 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 22 | ✓ | Pandora Media INC | — | NEW | 新規購入 |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |
| 24 | LOGMEUR | Logmein INC | — | EXIT | 全売却 |
| 25 | CTRPUSD | Ctrip.com International-adr | — | NEW | 新規購入 |
| 26 | ✓ | E House China Hldgs LTD | — | EXIT | 全売却 |
| 27 | ✓ | Infoblox INC | — | NEW | 新規購入 |
| 28 | SIRIEUR | Sirius Xm Holdings INC | — | EXIT | 全売却 |
| 29 | ✓ | Hortonworks, Inc. | — | NEW | 新規購入 |
| 30 | LEJUEUR | Leju Holdings Ltd-adr | — | EXIT | 全売却 |