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 | FLEX | Flex Ltd. | 株式-IT | 12.67% | — | +547.21% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 12.47% | -1.71% | EXIT | |
| 3 | IT | Gartner INC | 株式-IT | 11.15% | — | — | |
| 4 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 8.52% | — | +52.41% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.97% | +0.84% | NEW | |
| 6 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 6.98% | — | — | |
| 7 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 5.41% | +1.83% | NEW | |
| 8 | BILL | Bill Holdings INC | 株式-IT | 5.24% | — | — | |
| 9 | OUT | OUTFRONT Media Inc. | 株式-その他 | 4.45% | — | — | |
| 10 | EPAYEUR | Bottomline Technologies (de) | 株式-その他 | 4.22% | — | — | |
| 11 | AMAT | Applied Materials INC | 株式-IT | 3.85% | +1.81% | NEW | |
| 12 | ENTG | Entegris INC | 株式-IT | 3.77% | -0.25% | — | |
| 13 | GNTX | Gentex CORP | 株式-一般消費財 | 2.93% | — | — | |
| 14 | CSTM | Constellium SE | 株式-その他 | 2.05% | — | — | |
| 15 | KRAUSD | Kraton CORP | 株式-その他 | 1.61% | — | — | |
| 16 | ✓ | Pluralsight INC | 株式-その他 | 1.48% | — | — | |
| 17 | LRCXEUR | Lam Research CORP | 株式-IT | 1.33% | — | — | |
| 18 | PRO | Pros Holdings INC | 株式-その他 | 0.70% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | -11.62% | — | |
| 20 | FVRR | Fiverr International Ltd. | 株式-その他 | 0.60% | — | -88.34% | |
| 21 | EQIX | Equinix INC | 株式-不動産 | 0.47% | +15.95% | NEW | |
| 22 | ONB | Cmc Materials INC | 株式-金融 | 0.38% | — | — | |
| 23 | ✓ | Despegar.com CORP | 株式-その他 | 0.36% | — | — | |
| 24 | VYX | Ncr Voyix CORP | 株式-IT | 0.33% | — | — | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 0.22% | — | -82.05% | |
| 26 | QTWO | Q2 Holdings INC | 株式-IT | 0.13% | — | — | |
| 27 | ADNT | Adient plc | 株式-その他 | 0.08% | — | — |