CIK: 0001708759
申告総資産額
$5.6億
| # | 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 | NOW | Servicenow INC | 株式-IT | 6.24% | — | — | |
| 2 | VRNS | Varonis Systems INC | 株式-IT | 4.90% | — | -36.36% | |
| 3 | TWLO | Twilio INC - A | 株式-IT | 4.78% | — | -20.48% | |
| 4 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 4.76% | +1.22% | +5.00% | |
| 5 | QRVO | Qorvo INC | 株式-IT | 4.62% | — | — | |
| 6 | ADBE | Adobe INC | 株式-IT | 4.60% | — | — | |
| 7 | INTU | Intuit INC | 株式-IT | 4.30% | — | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.18% | +1.05% | +9.09% | |
| 9 | ADI | Analog Devices INC | 株式-IT | 3.79% | +1.63% | NEW | |
| 10 | JD | Jd.com Inc-adr | 株式-一般消費財 | 3.76% | — | +13.64% | |
| 11 | AVLRUSD | Avalara INC | 株式-その他 | 3.70% | — | +47.89% | |
| 12 | OKTA | Okta INC | 株式-IT | 3.53% | — | — | |
| 13 | BSY | Bentley Systems Inc-class B | 株式-IT | 3.20% | — | +164.29% | |
| 14 | ON | On Semiconductor | 株式-IT | 3.15% | — | +7.14% | |
| 15 | HUBS | Hubspot INC | 株式-IT | 2.97% | +1.31% | NEW | |
| 16 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 2.86% | +1.65% | NEW | |
| 17 | WDC | Western Digital CORP | 株式-IT | 2.84% | -2.48% | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.80% | — | -4.00% | |
| 19 | MU | Micron Technology INC | 株式-IT | 2.73% | -3.98% | EXIT | |
| 20 | AMD | Advanced Micro Devices | 株式-IT | 2.16% | — | -8.33% | |
| 21 | SYF | Synchrony Financial | 株式-金融 | 2.08% | — | +55.56% | |
| 22 | LRCXEUR | Lam Research CORP | 株式-IT | 2.02% | — | — | |
| 23 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.94% | +0.60% | — | |
| 24 | SE | Sea Ltd-adr | 株式-通信サービス | 1.92% | — | -50.00% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.91% | — | — | |
| 26 | WEX | Wex INC | 株式-IT | 1.74% | — | — | |
| 27 | ANETEUR | Arista Networks INC | 株式-その他 | 1.74% | — | — | |
| 28 | DELL | Dell Technologies -c | 株式-IT | 1.72% | +3.59% | NEW | |
| 29 | FISV | Fiserv INC | 株式-その他 | 1.70% | -0.94% | EXIT | |
| 30 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 1.44% | — | — | |
| 31 | Z | Zillow Group INC - C | 株式-通信サービス | 1.33% | +1.22% | NEW | |
| 32 | ONC | Beone Medicines Ltd-adr | 株式-その他 | 1.33% | — | -27.27% | |
| 33 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 1.31% | — | — | |
| 34 | INTC | Intel CORP | 株式-IT | 0.96% | +3.84% | NEW | |
| 35 | NIO | Nio INC - Adr | 株式-一般消費財 | 0.52% | — | — | |
| 36 | XPEV | Xpeng INC - Adr | 株式-その他 | 0.46% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | +2.3% | +325.00% | 増加 |
| 2 | BSY | Bentley Systems Inc-class B | +2.2% | +164.29% | 増加 |
| 3 | AVLRUSD | Avalara INC | +1.6% | +47.89% | 増加 |
| 4 | CRWD | Crowdstrike Holdings INC - A | +1.6% | +5.00% | 増加 |
| 5 | ON | On Semiconductor | +1.1% | +7.14% | 増加 |
| 6 | SYF | Synchrony Financial | +1% | +55.56% | 増加 |
| 7 | JD | Jd.com Inc-adr | +0.6% | +13.64% | 増加 |
| 8 | Z | Zillow Group INC - C | +0.5% | +33.33% | 増加 |
| 9 | DELL | Dell Technologies -c | +0.5% | +37.50% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.2% | +9.09% | 増加 |
| 11 | ONC | Beone Medicines Ltd-adr | -0.9% | -27.27% | 減少 |
| 12 | VRNS | Varonis Systems INC | -1% | -36.36% | 減少 |
| 13 | ADI | Analog Devices INC | -1.1% | -33.33% | 減少 |
| 14 | FISV | Fiserv INC | -1.3% | -44.00% | 減少 |
| 15 | SE | Sea Ltd-adr | -1.3% | -50.00% | 減少 |
| 16 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 17 | QRVO | Qorvo INC | — | NEW | 新規購入 |
| 18 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 19 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 20 | INTU | Intuit INC | — | NEW | 新規購入 |
| 21 | MDB | Mongodb INC | — | EXIT | 全売却 |
| 22 | XYZ | Block INC | — | EXIT | 全売却 |
| 23 | OKTA | Okta INC | — | NEW | 新規購入 |
| 24 | COUPEUR | Coupa Software INC | — | EXIT | 全売却 |
| 25 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 26 | PAYC | Paycom Software INC | — | EXIT | 全売却 |
| 27 | STM | Stmicroelectronics Nv-ny Shs | — | NEW | 新規購入 |
| 28 | WDC | Western Digital CORP | — | NEW | 新規購入 |
| 29 | AVGO | Broadcom INC | — | EXIT | 全売却 |
| 30 | XLNXEUR | Xilinx INC | — | EXIT | 全売却 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 全売却 |
| 32 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 33 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |
| 34 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 35 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 36 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 37 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 38 | WEX | Wex INC | — | NEW | 新規購入 |
| 39 | KLAC | Kla CORP | — | EXIT | 全売却 |
| 40 | ANETEUR | Arista Networks INC | — | NEW | 新規購入 |
| 41 | ROKU | Roku INC | — | EXIT | 全売却 |
| 42 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 43 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 44 | TCOM | Trip.com Group Ltd-adr | — | NEW | 新規購入 |
| 45 | EDU | New Oriental Education & Technology Group Inc. | — | NEW | 新規購入 |
| 46 | INTC | Intel CORP | — | NEW | 新規購入 |
| 47 | JOYY | Joyy Inc-adr | — | EXIT | 全売却 |
| 48 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 49 | SWIUSD | Solarwinds CORP | — | EXIT | 全売却 |
| 50 | NIO | Nio INC - Adr | — | NEW | 新規購入 |