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 | AMZN | Amazon.com INC | 株式-一般消費財 | 23.32% | +2.40% | +2.59% | |
| 2 | W | Wayfair Inc- Class A | 株式-一般消費財 | 7.60% | — | -0.63% | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 6.28% | -2.89% | EXIT | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.82% | — | +8.55% | |
| 5 | IACIEUR | Iac/interactivecorp | 株式-その他 | 4.73% | — | -25.33% | |
| 6 | TWLO | Twilio INC - A | 株式-IT | 4.57% | — | — | |
| 7 | EVBGEUR | Everbridge INC | 株式-その他 | 4.45% | — | +34.63% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 4.44% | — | — | |
| 9 | WWEUSD | World Wrestling Entertain-a | 株式-その他 | 3.68% | — | — | |
| 10 | CRM | Salesforce INC | 株式-IT | 3.57% | — | +4167.50% | |
| 11 | MTCHEUR | Match Group INC | 株式-その他 | 3.52% | — | — | |
| 12 | NBIS | Nebius Group NV | 株式-その他 | 3.38% | — | -50.02% | |
| 13 | MDB | Mongodb INC | 株式-IT | 3.28% | — | — | |
| 14 | OKTA | Okta INC | 株式-IT | 3.12% | — | — | |
| 15 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 3.04% | — | +54.51% | |
| 16 | SFIX | Stitch Fix Inc-class A | 株式-その他 | 2.96% | — | +290.12% | |
| 17 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 2.84% | — | -29.92% | |
| 18 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 2.44% | — | -0.01% | |
| 19 | ✓ | Gty Technology Holdings INC | 株式-その他 | 1.92% | — | — | |
| 20 | MOMOUSD | Momo Inc-spon Adr | 株式-その他 | 1.82% | — | +4.27% | |
| 21 | STNE | StoneCo Ltd. | 株式-その他 | 1.19% | — | — | |
| 22 | PANW | Palo Alto Networks INC | 株式-IT | 1.18% | — | -79.33% | |
| 23 | STMP | Stamps.com INC | 株式-その他 | 0.97% | — | -48.75% | |
| 24 | GSUM | Gridsum Holding Inc-adr | 株式-その他 | 0.44% | — | — | |
| 25 | PFPT | Proofpoint INC | 株式-その他 | 0.41% | — | — | |
| 26 | ✓ | Gty Technology Holdings INC | 株式-その他 | 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 | CRM | Salesforce INC | +3.5% | +4167.50% | 増加 |
| 2 | EVBGEUR | Everbridge INC | +1.5% | +34.63% | 増加 |
| 3 | SFIX | Stitch Fix Inc-class A | +1.2% | +290.12% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.4% | +8.55% | 増加 |
| 5 | FTCHQ | Farfetch Ltd-class A | +0.3% | +54.51% | 増加 |
| 6 | GSUM | Gridsum Holding Inc-adr | -0.7% | — | 変化なし |
| 7 | SPOT | Spotify Technology S.A. | -1.1% | -0.01% | 減少 |
| 8 | MOMOUSD | Momo Inc-spon Adr | -1.1% | +4.27% | 増加 |
| 9 | STMP | Stamps.com INC | -1.5% | -48.75% | 減少 |
| 10 | IACIEUR | Iac/interactivecorp | -2% | -25.33% | 減少 |
| 11 | TTWO | Take-two Interactive Softwre | -2% | -29.92% | 減少 |
| 12 | W | Wayfair Inc- Class A | -3.6% | -0.63% | 減少 |
| 13 | AMZN | Amazon.com INC | -3.8% | +2.59% | 増加 |
| 14 | NBIS | Nebius Group NV | -3.9% | -50.02% | 減少 |
| 15 | PANW | Palo Alto Networks INC | -4.9% | -79.33% | 減少 |
| 16 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 17 | MSGS | Madison Square Garden Sports | — | EXIT | 全売却 |
| 18 | TWLO | Twilio INC - A | — | NEW | 新規購入 |
| 19 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 20 | PAGS | PagSeguro Digital Ltd. | — | EXIT | 全売却 |
| 21 | WWEUSD | World Wrestling Entertain-a | — | NEW | 新規購入 |
| 22 | MTCHEUR | Match Group INC | — | NEW | 新規購入 |
| 23 | MDB | Mongodb INC | — | NEW | 新規購入 |
| 24 | OKTA | Okta INC | — | NEW | 新規購入 |
| 25 | OLED | Universal Display CORP | — | EXIT | 全売却 |
| 26 | ✓ | Gty Technology Holdings INC | — | EXIT | 全売却 |
| 27 | ✓ | Gty Technology Holdings INC | — | NEW | 新規購入 |
| 28 | STNE | StoneCo Ltd. | — | NEW | 新規購入 |
| 29 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 30 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 31 | PFPT | Proofpoint INC | — | NEW | 新規購入 |
| 32 | EB4 | Eventbrite Inc-class A | — | EXIT | 全売却 |
| 33 | ✓ | Gty Technology Holdings INC | — | NEW | 新規購入 |