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 | 5.94% | — | +12.87% | |
| 2 | TWLO | Twilio INC - A | 株式-IT | 5.57% | — | +64.52% | |
| 3 | INTU | Intuit INC | 株式-IT | 5.54% | — | +20.00% | |
| 4 | CRM | Salesforce INC | 株式-IT | 3.99% | — | -21.82% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.50% | +1.62% | -4.30% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.48% | — | -6.25% | |
| 7 | MCFEUSD | Mcafee CORP - Class A | 株式-その他 | 3.41% | — | — | |
| 8 | HUBS | Hubspot INC | 株式-IT | 3.12% | +1.31% | NEW | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.89% | -3.43% | EXIT | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 2.87% | — | — | |
| 11 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 2.62% | — | — | |
| 12 | ADI | Analog Devices INC | 株式-IT | 2.58% | +1.63% | NEW | |
| 13 | ON | On Semiconductor | 株式-IT | 2.51% | — | — | |
| 14 | PAYC | Paycom Software INC | 株式-IT | 2.46% | — | -60.27% | |
| 15 | MDB | Mongodb INC | 株式-IT | 2.42% | -1.24% | EXIT | |
| 16 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.23% | — | +50.00% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 2.20% | +1.76% | -9.09% | |
| 18 | GPN | Global Payments INC | 株式-資本財 | 2.20% | — | — | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 2.20% | — | -19.57% | |
| 20 | UBER | Uber Technologies INC | 株式-資本財 | 2.15% | — | — | |
| 21 | BSY | Bentley Systems Inc-class B | 株式-IT | 2.12% | — | +7.45% | |
| 22 | MTCH | Match Group INC | 株式-通信サービス | 1.88% | — | — | |
| 23 | Z | Zillow Group INC - C | 株式-通信サービス | 1.81% | +1.22% | NEW | |
| 24 | SE | Sea Ltd-adr | 株式-通信サービス | 1.80% | — | -31.25% | |
| 25 | ASML | ASML Holding N.V. | 株式-IT | 1.79% | +1.72% | +250.00% | |
| 26 | DELL | Dell Technologies -c | 株式-IT | 1.78% | +3.59% | NEW | |
| 27 | XYZ | Block INC | 株式-金融 | 1.77% | — | — | |
| 28 | KLAC | Kla CORP | 株式-IT | 1.72% | — | -31.82% | |
| 29 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.71% | +1.84% | NEW | |
| 30 | BMBL | Bumble Inc-a | 株式-その他 | 1.71% | — | — | |
| 31 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.66% | +1.13% | NEW | |
| 32 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 1.57% | — | — | |
| 33 | FISV | Fiserv INC | 株式-その他 | 1.52% | -0.94% | EXIT | |
| 34 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.46% | — | — | |
| 35 | QRVO | Qorvo INC | 株式-IT | 1.43% | — | -30.56% | |
| 36 | PDD | Pdd Holdings INC | 株式-一般消費財 | 1.40% | — | — | |
| 37 | ADBE | Adobe INC | 株式-IT | 1.38% | — | — | |
| 38 | ZM | Zoom Communications INC | 株式-IT | 1.34% | — | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 1.30% | — | -22.22% | |
| 40 | XPEV | Xpeng INC - Adr | 株式-その他 | 1.18% | — | — | |
| 41 | NIO | Nio INC - Adr | 株式-一般消費財 | 1.06% | — | — | |
| 42 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.03% | — | — | |
| 43 | SYF | Synchrony Financial | 株式-金融 | 1.00% | — | — | |
| 44 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.53% | — | -84.38% | |
| 45 | ✓ | Ironsource LTD | 株式-その他 | 0.19% | — | — |