CIK: 0001633799
申告総資産額
$15.8億
| # | 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 | VYX | Ncr Voyix CORP | 株式-IT | 20.83% | — | +15.41% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 8.23% | -2.52% | EXIT | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.60% | -11.62% | — | |
| 4 | TLND | Talend SA - Adr | 株式-その他 | 7.31% | — | — | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.43% | -1.71% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.42% | +0.84% | NEW | |
| 7 | UTXZ | United Tech CORP | 株式-その他 | 4.42% | — | — | |
| 8 | MU | Micron Technology INC | 株式-IT | 4.00% | — | — | |
| 9 | ON | On Semiconductor | 株式-IT | 3.95% | — | — | |
| 10 | WWD | Woodward INC | 株式-資本財 | 3.48% | — | +63.58% | |
| 11 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.58% | — | +340.62% | |
| 12 | RUBIEUR | Rubicon Project Inc/the | 株式-その他 | 2.35% | — | -26.30% | |
| 13 | MSTR | Strategy INC | 株式-IT | 2.34% | — | — | |
| 14 | TEUM | Pareteum CORP | 株式-その他 | 2.27% | — | +52.98% | |
| 15 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 2.17% | — | -70.17% | |
| 16 | FLEX | Flex Ltd. | 株式-IT | 1.74% | — | +65.11% | |
| 17 | CSTM | Constellium SE | 株式-その他 | 1.59% | — | — | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.37% | — | -52.00% | |
| 19 | WTRHUSD | Waitr Holdings INC | 株式-その他 | 1.16% | — | — | |
| 20 | UXIN | Uxin Limited | 株式-その他 | 1.06% | — | +315.38% | |
| 21 | SE | Sea Ltd-adr | 株式-通信サービス | 0.98% | -0.53% | EXIT | |
| 22 | DOMO | Domo INC - Class B | 株式-その他 | 0.98% | — | -48.82% | |
| 23 | CC | Chemours Co/the | 株式-素材 | 0.79% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -2.28% | EXIT | |
| 25 | RNG | Ringcentral Inc-class A | 株式-IT | 0.63% | — | — | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 0.62% | — | — | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 0.54% | — | -27.33% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | — | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.48% | — | — | |
| 30 | FTDR | Frontdoor INC | 株式-一般消費財 | 0.46% | — | — | |
| 31 | PDVWUSD | Anterix INC | 株式-その他 | 0.46% | — | — | |
| 32 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.45% | — | — | |
| 33 | NOW | Servicenow INC | 株式-IT | 0.37% | — | — | |
| 34 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 0.37% | — | -83.67% | |
| 35 | STNE | StoneCo Ltd. | 株式-その他 | 0.29% | — | — | |
| 36 | TLRAEUR | Telaria INC | 株式-その他 | 0.07% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +7.6% | +1576.42% | 増加 |
| 2 | JD | Jd.com Inc-adr | +1.9% | +340.62% | 増加 |
| 3 | TEUM | Pareteum CORP | +1.3% | +52.98% | 増加 |
| 4 | WWD | Woodward INC | +0.6% | +63.58% | 増加 |
| 5 | UXIN | Uxin Limited | +0.5% | +315.38% | 増加 |
| 6 | FLEX | Flex Ltd. | +0.4% | +65.11% | 増加 |
| 7 | XLE | Ss Energy Select Sector | -0.6% | -27.33% | 減少 |
| 8 | DOMO | Domo INC - Class B | -0.6% | -48.82% | 減少 |
| 9 | RUBIEUR | Rubicon Project Inc/the | -1% | -26.30% | 減少 |
| 10 | BA | Boeing Co/the | -2.8% | -52.00% | 減少 |
| 11 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | -3% | -83.67% | 減少 |
| 12 | VYX | Ncr Voyix CORP | -5.4% | +15.41% | 増加 |
| 13 | SMARGBP | Smartsheet Inc-class A | -5.4% | -70.17% | 減少 |
| 14 | LOGMEUR | Logmein INC | — | EXIT | 全売却 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 16 | TLND | Talend SA - Adr | — | NEW | 新規購入 |
| 17 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新規購入 |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 19 | ✓ | Pluralsight INC | — | EXIT | 全売却 |
| 20 | UTXZ | United Tech CORP | — | NEW | 新規購入 |
| 21 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 22 | ON | On Semiconductor | — | NEW | 新規購入 |
| 23 | MSTR | Strategy INC | — | NEW | 新規購入 |
| 24 | FIVN | Five9 INC | — | EXIT | 全売却 |
| 25 | ATI | Ati INC | — | EXIT | 全売却 |
| 26 | HMHCUSD | Houghton Mifflin Harcourt Co | — | EXIT | 全売却 |
| 27 | EPAYEUR | Bottomline Technologies (de) | — | EXIT | 全売却 |
| 28 | CSTM | Constellium SE | — | NEW | 新規購入 |
| 29 | WTRHUSD | Waitr Holdings INC | — | NEW | 新規購入 |
| 30 | VZ | Verizon Communications INC | — | EXIT | 全売却 |
| 31 | EQIX | Equinix INC | — | EXIT | 全売却 |
| 32 | SE | Sea Ltd-adr | — | NEW | 新規購入 |
| 33 | JBL | Jabil INC | — | EXIT | 全売却 |
| 34 | CC | Chemours Co/the | — | NEW | 新規購入 |
| 35 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 36 | RNG | Ringcentral Inc-class A | — | NEW | 新規購入 |
| 37 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 38 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 39 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 40 | FTDR | Frontdoor INC | — | NEW | 新規購入 |
| 41 | PDVWUSD | Anterix INC | — | NEW | 新規購入 |
| 42 | HLT | Hilton Worldwide Holdings In | — | NEW | 新規購入 |
| 43 | RUN | Sunrun INC | — | EXIT | 全売却 |
| 44 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 45 | RPD | Rapid7 INC | — | EXIT | 全売却 |
| 46 | TEAM | Atlassian Corporation | — | EXIT | 全売却 |
| 47 | MRVL | Marvell Technology, Inc. | — | EXIT | 全売却 |
| 48 | STNE | StoneCo Ltd. | — | NEW | 新規購入 |
| 49 | TLRAEUR | Telaria INC | — | NEW | 新規購入 |
| 50 | ✓ | Ipass INC | — | EXIT | 全売却 |