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 | ORCL | Oracle CORP | 株式-IT | 7.87% | — | — | |
| 2 | MDB | Mongodb INC | 株式-IT | 6.85% | -1.24% | EXIT | |
| 3 | PAYC | Paycom Software INC | 株式-IT | 6.85% | — | +128.57% | |
| 4 | PANW | Palo Alto Networks INC | 株式-IT | 6.16% | — | +9.59% | |
| 5 | DDOG | Datadog INC - Class A | 株式-IT | 5.62% | +0.97% | NEW | |
| 6 | HUBS | Hubspot INC | 株式-IT | 4.70% | +1.31% | NEW | |
| 7 | ADBE | Adobe INC | 株式-IT | 3.94% | — | — | |
| 8 | COUPEUR | Coupa Software INC | 株式-その他 | 3.77% | — | +150.00% | |
| 9 | VRNS | Varonis Systems INC | 株式-IT | 3.53% | — | -7.69% | |
| 10 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 3.09% | +1.22% | — | |
| 11 | INTU | Intuit INC | 株式-IT | 2.38% | — | -20.00% | |
| 12 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 2.34% | — | — | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 2.25% | — | — | |
| 14 | U | Unity Software INC | 株式-IT | 1.96% | — | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | +1.62% | — | |
| 16 | BSY | Bentley Systems Inc-class B | 株式-IT | 1.91% | — | — | |
| 17 | KLAC | Kla CORP | 株式-IT | 1.81% | — | +135.29% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.77% | — | -63.64% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 1.76% | +1.76% | +54.29% | |
| 20 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.63% | — | +58.33% | |
| 21 | CDNS | Cadence Design Sys INC | 株式-IT | 1.63% | — | — | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.51% | — | — | |
| 23 | UBER | Uber Technologies INC | 株式-資本財 | 1.41% | — | — | |
| 24 | JNP | Juniper Networks INC | 株式-その他 | 1.40% | — | -34.34% | |
| 25 | MTCH | Match Group INC | 株式-通信サービス | 1.34% | — | — | |
| 26 | AMD | Advanced Micro Devices | 株式-IT | 1.30% | — | — | |
| 27 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.28% | +1.13% | NEW | |
| 28 | MU | Micron Technology INC | 株式-IT | 1.25% | -3.98% | EXIT | |
| 29 | ETSY | Etsy INC | 株式-一般消費財 | 1.20% | — | +225.00% | |
| 30 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.15% | +1.84% | NEW | |
| 31 | PYPL | Paypal Holdings INC | 株式-金融 | 1.14% | +0.80% | NEW | |
| 32 | AVGO | Broadcom INC | 株式-IT | 1.09% | +0.90% | NEW | |
| 33 | SNAP | Snap INC - A | 株式-通信サービス | 1.07% | — | +380.00% | |
| 34 | DASH | Doordash INC - A | 株式-一般消費財 | 1.01% | +0.88% | NEW | |
| 35 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.95% | — | — | |
| 36 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.92% | -2.14% | EXIT | |
| 37 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.80% | — | -55.70% | |
| 38 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.79% | — | — | |
| 39 | APP | Applovin Corp-class A | 株式-IT | 0.79% | — | — | |
| 40 | ANETEUR | Arista Networks INC | 株式-その他 | 0.70% | — | — | |
| 41 | SEDG | Solaredge Technologies INC | 株式-IT | 0.68% | — | — | |
| 42 | WEX | Wex INC | 株式-IT | 0.66% | — | — | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.61% | +1.63% | NEW | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.86% | — | |
| 45 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.55% | — | — | |
| 46 | GFS | GLOBALFOUNDRIES Inc. | 株式-IT | 0.54% | — | — | |
| 47 | ON | On Semiconductor | 株式-IT | 0.46% | — | -62.50% | |
| 48 | AAPL | Apple INC | 株式-IT | 0.43% | — | — | |
| 49 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.38% | — | — | |
| 50 | WIX | Wix.com Ltd. | 株式-IT | 0.26% | — | -66.67% |