CIK: 0001218663
申告総資産額
$5334.4万
| # | 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 | DDOG | Datadog INC - Class A | 株式-IT | 21.60% | — | -20.12% | |
| 2 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 13.05% | +6.46% | — | |
| 3 | TDG | Transdigm Group INC | 株式-資本財 | 10.60% | — | -32.37% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 10.08% | -1.40% | -6.38% | |
| 5 | SNOW | Snowflake INC | 株式-IT | 9.60% | — | -45.53% | |
| 6 | MNDY | monday.com Ltd. | 株式-IT | 9.54% | -13.77% | EXIT | |
| 7 | TEAM | Atlassian Corp-cl A | 株式-IT | 9.05% | -5.46% | -48.56% | |
| 8 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 7.32% | — | +56.23% | |
| 9 | APPF | Appfolio INC - A | 株式-IT | 4.92% | — | — | |
| 10 | GTM | Zoominfo Technologies INC | 株式-IT | 4.23% | — | -3.29% | |
| 11 | ✓ | Ikena Oncology INC | 株式-その他 | — | — | — |