CIK: 0001410830
申告総資産額
$4631.4万
| # | 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 | NFLX | Netflix INC | 株式-通信サービス | 22.09% | — | — | |
| 2 | EXEL | Exelixis INC | 株式-ヘルスケア | 11.71% | — | — | |
| 3 | WDAY | Workday Inc-class A | 株式-IT | 8.79% | — | — | |
| 4 | INCY | Incyte CORP | 株式-ヘルスケア | 8.47% | — | +26.35% | |
| 5 | TDG | Transdigm Group INC | 株式-資本財 | 5.87% | — | — | |
| 6 | ✓ | Pandora Media INC | 株式-その他 | 5.74% | — | — | |
| 7 | NEWREUR | New Relic INC | 株式-その他 | 4.98% | — | — | |
| 8 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 4.86% | — | — | |
| 9 | DATA | Tableau Software Inc-cl A | 株式-その他 | 4.81% | — | — | |
| 10 | TRIP | Tripadvisor INC | 株式-その他 | 4.76% | — | +4.05% | |
| 11 | SGENEUR | Seagen INC | 株式-その他 | 3.68% | — | — | |
| 12 | DVA | Davita INC | 株式-ヘルスケア | 3.68% | — | — | |
| 13 | ADAPY | Adaptimmune Therapeutics-adr | 株式-その他 | 3.15% | — | +38.56% | |
| 14 | ✓ | Cyberark Software LTD | 株式-その他 | 2.47% | — | +25.83% | |
| 15 | UA | Under Armour Inc-class C | 株式-一般消費財 | 2.40% | — | — | |
| 16 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.91% | — | +184.62% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +2.8% | — | 変化なし |
| 2 | ADAPY | Adaptimmune Therapeutics-adr | +1.8% | +38.56% | 増加 |
| 3 | ATVIEUR | Activision Blizzard INC | +1.3% | +184.62% | 増加 |
| 4 | INCY | Incyte CORP | +0.8% | +26.35% | 増加 |
| 5 | DATA | Tableau Software Inc-cl A | +0.6% | — | 変化なし |
| 6 | NEWREUR | New Relic INC | +0.4% | — | 変化なし |
| 7 | WDAY | Workday Inc-class A | +0.2% | — | 変化なし |
| 8 | TRIP | Tripadvisor INC | +0.2% | +4.05% | 増加 |
| 9 | SGENEUR | Seagen INC | 0% | — | 変化なし |
| 10 | ✓ | Cyberark Software LTD | -0.1% | +25.83% | 増加 |
| 11 | STZ | Constellation Brands Inc-a | -0.2% | — | 変化なし |
| 12 | DVA | Davita INC | -0.6% | — | 変化なし |
| 13 | TDG | Transdigm Group INC | -0.7% | — | 変化なし |
| 14 | EXEL | Exelixis INC | -0.9% | — | 変化なし |
| 15 | UA | Under Armour Inc-class C | -1% | — | 変化なし |
| 16 | ✓ | Pandora Media INC | -1.3% | — | 変化なし |
| 17 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 18 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 19 | AMZN | Amazon.com INC | — | NEW | 新規購入 |