CIK: 0001695648
申告総資産額
$1347.6万
| # | 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 | QCOM | Qualcomm INC | 株式-IT | 27.30% | — | +179.67% | |
| 2 | ✓ | 株式-その他 | 21.27% | — | -25.79% | ||
| 3 | TWXCHF | Time Warner INC | 株式-その他 | 16.48% | — | +79.61% | |
| 4 | AKAM | Akamai Technologies INC | 株式-IT | 8.62% | — | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 6.21% | — | +94.57% | |
| 6 | ✓ | 株式-その他 | 4.87% | — | — | ||
| 7 | CRM | Salesforce INC | 株式-IT | 4.41% | — | — | |
| 8 | NOW | Servicenow INC | 株式-IT | 2.80% | — | — | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 2.50% | — | — | |
| 10 | WDAY | Workday Inc-class A | 株式-IT | 2.24% | — | — | |
| 11 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.43% | — | -96.77% | |
| 12 | OKTA | Okta INC | 株式-IT | 1.08% | — | — | |
| 13 | ✓ | 株式-その他 | 0.49% | — | +114.00% | ||
| 14 | ORBC | Orbcomm INC | 株式-その他 | 0.30% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm INC | +17.1% | +179.67% | 増加 |
| 2 | TWXCHF | Time Warner INC | +8.5% | +79.61% | 増加 |
| 3 | MSFT | Microsoft CORP | +3.5% | +94.57% | 増加 |
| 4 | CRM | Salesforce INC | +0.9% | — | 変化なし |
| 5 | ✓ | +0.3% | +114.00% | 増加 | |
| 6 | ✓ | -4.7% | -25.79% | 減少 | |
| 7 | NXPI | NXP Semiconductors N.V. | -38.5% | -96.77% | 減少 |
| 8 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 9 | ✓ | — | NEW | 新規購入 | |
| 10 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 11 | WMT | Walmart INC | — | EXIT | 全売却 |
| 12 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 13 | IBM | Intl Business Machines CORP | — | NEW | 新規購入 |
| 14 | WDAY | Workday Inc-class A | — | NEW | 新規購入 |
| 15 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 16 | OKTA | Okta INC | — | NEW | 新規購入 |
| 17 | ORBC | Orbcomm INC | — | NEW | 新規購入 |