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 | VRNS | Varonis Systems INC | 株式-IT | 4.64% | — | -19.84% | |
| 2 | ADI | Analog Devices INC | 株式-IT | 4.53% | +1.63% | NEW | |
| 3 | CRM | Salesforce INC | 株式-IT | 4.28% | — | — | |
| 4 | PAYC | Paycom Software INC | 株式-IT | 4.23% | — | — | |
| 5 | INTU | Intuit INC | 株式-IT | 3.90% | — | +47.06% | |
| 6 | TWLO | Twilio INC - A | 株式-IT | 3.89% | — | -25.30% | |
| 7 | HUBS | Hubspot INC | 株式-IT | 3.81% | +1.31% | NEW | |
| 8 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 3.61% | — | — | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.55% | — | -39.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.11% | +1.62% | +6.67% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 3.02% | -3.43% | EXIT | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 2.73% | — | — | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 2.68% | — | +91.67% | |
| 14 | MDB | Mongodb INC | 株式-IT | 2.65% | -1.24% | EXIT | |
| 15 | MRVL | Marvell Technology INC | 株式-IT | 2.60% | — | — | |
| 16 | AMAT | Applied Materials INC | 株式-IT | 2.50% | +1.76% | -33.73% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.35% | — | — | |
| 18 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 2.32% | — | — | |
| 19 | KLAC | Kla CORP | 株式-IT | 2.27% | — | -42.11% | |
| 20 | QRVO | Qorvo INC | 株式-IT | 2.24% | — | — | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 2.23% | +0.80% | NEW | |
| 22 | SE | Sea Ltd-adr | 株式-通信サービス | 2.10% | — | — | |
| 23 | BSY | Bentley Systems Inc-class B | 株式-IT | 1.96% | — | -29.63% | |
| 24 | MCHP | Microchip Technology INC | 株式-IT | 1.91% | -2.18% | EXIT | |
| 25 | Z | Zillow Group INC - C | 株式-通信サービス | 1.91% | +1.22% | NEW | |
| 26 | WEX | Wex INC | 株式-IT | 1.85% | — | — | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 1.80% | — | +9.09% | |
| 28 | JNP | Juniper Networks INC | 株式-その他 | 1.74% | — | — | |
| 29 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 1.70% | — | — | |
| 30 | CTXSEUR | Citrix Systems INC | 株式-その他 | 1.68% | — | +80.00% | |
| 31 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.53% | — | +33.33% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 1.52% | — | -59.09% | |
| 33 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.44% | +1.84% | NEW | |
| 34 | FISV | Fiserv INC | 株式-その他 | 1.36% | -0.94% | EXIT | |
| 35 | WDC | Western Digital CORP | 株式-IT | 1.36% | -2.48% | -0.17% | |
| 36 | MU | Micron Technology INC | 株式-IT | 1.35% | -3.98% | EXIT | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.26% | +1.13% | NEW | |
| 38 | ORCL | Oracle CORP | 株式-IT | 1.24% | — | — | |
| 39 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.23% | — | — | |
| 40 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.16% | — | — | |
| 41 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.04% | +0.60% | -80.00% | |
| 42 | DOCU | Docusign INC | 株式-IT | 0.89% | — | — | |
| 43 | ASML | ASML Holding N.V. | 株式-IT | 0.44% | +1.72% | — | |
| 44 | S | Sentinelone INC -class A | 株式-IT | 0.27% | — | — | |
| 45 | DIDIY | Didi Global INC | 株式-その他 | 0.14% | — | — |