CIK: 0001510972
申告総資産額
$4651.7万
| # | 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 | ✓ | Qlik Technologies INC | 株式-その他 | 5.58% | +2.22% | +256.40% | |
| 2 | ✓ | Nimble Storage, Inc. | 株式-その他 | 4.88% | -1.12% | — | |
| 3 | PAYC | Paycom Software INC | 株式-IT | 4.73% | -0.22% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.71% | — | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.62% | +1.41% | — | |
| 6 | SAP | Sap Se-sponsored Adr | 株式-IT | 3.53% | — | — | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.16% | -4.86% | EXIT | |
| 8 | CRM | Salesforce INC | 株式-IT | 3.00% | +1.10% | — | |
| 9 | SPLKCHF | Splunk INC | 株式-その他 | 2.84% | +1.36% | +139.90% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 2.82% | — | — | |
| 11 | ✓ | Linkedin CORP | 株式-その他 | 2.68% | +0.35% | — | |
| 12 | SPWRQ | Sunpower CORP | 株式-その他 | 2.62% | +0.56% | — | |
| 13 | SFLY | Shutterfly LLC | 株式-その他 | 2.59% | — | — | |
| 14 | Z | Zillow Group, Inc. | 株式-通信サービス | 2.58% | — | — | |
| 15 | ✓ | Yahoo INC | 株式-その他 | 2.56% | — | -33.33% | |
| 16 | GWRE | Guidewire Software INC | 株式-IT | 2.52% | — | — | |
| 17 | ✓ | Coupons.com INC | 株式-その他 | 2.34% | — | — | |
| 18 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 2.27% | +1.22% | — | |
| 19 | ✓ | Digitalglobe INC | 株式-その他 | 2.20% | -1.68% | EXIT | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.02% | +2.42% | NEW | |
| 21 | N2EUR | Netsuite INC | 株式-その他 | 1.99% | +0.59% | — | |
| 22 | ✓ | Ruckus Wireless INC | 株式-その他 | 1.99% | — | +47.77% | |
| 23 | ✓ | Voxeljet AG Ads | 株式-その他 | 1.97% | -0.78% | — | |
| 24 | FSLR | First Solar INC | 株式-IT | 1.97% | +1.21% | +45.23% | |
| 25 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.73% | -2.82% | EXIT | |
| 26 | ✓ | Identive Group INC | 株式-その他 | 1.73% | — | -91.27% | |
| 27 | VMWEUR | Vmware Inc-class A | 株式-その他 | 1.67% | -1.34% | -11.11% | |
| 28 | YELP | Yelp INC | 株式-その他 | 1.66% | — | +50.00% | |
| 29 | ✓ | Kate Spade & Company | 株式-その他 | 1.65% | — | — | |
| 30 | PANW | Palo Alto Networks INC | 株式-IT | 1.61% | — | -74.00% | |
| 31 | FEYECHF | Mandiant INC | 株式-その他 | 1.60% | +0.09% | — | |
| 32 | IPHI | Inphi CORP | 株式-その他 | 1.59% | — | -43.24% | |
| 33 | DATA | Tableau Software Inc-cl A | 株式-その他 | 1.55% | +4.29% | NEW | |
| 34 | ✓ | Micrel INC Com | 株式-その他 | 1.47% | — | — | |
| 35 | ARM | Arm Holdings plc | 株式-IT | 1.41% | — | — | |
| 36 | TMUS | T-mobile US INC | 株式-通信サービス | 1.36% | — | — | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 1.26% | — | — | |
| 38 | WDAY | Workday Inc-class A | 株式-IT | 1.24% | -2.83% | — | |
| 39 | CELG | Celgene CORP | 株式-その他 | 1.13% | +0.93% | NEW | |
| 40 | ✓ | Ultratech INC Com | 株式-その他 | 1.00% | — | — | |
| 41 | FALCUSD | Falconstor Software INC | 株式-その他 | 0.72% | — | -42.71% | |
| 42 | LCEUR | Happen INC | 株式-その他 | 0.71% | -2.02% | EXIT | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | — | |
| 44 | SEACUSD | Seachange International INC | 株式-その他 | 0.65% | — | — | |
| 45 | ✓ | Guidance Software INC | 株式-その他 | 0.63% | — | -36.43% | |
| 46 | ✓ | Altera CORP | 株式-その他 | 0.56% | — | — | |
| 47 | TRIP | Tripadvisor INC | 株式-その他 | 0.49% | — | — | |
| 48 | ✓ | Violin Memory Inc. | 株式-その他 | 0.47% | — | — | |
| 49 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 0.46% | — | — | |
| 50 | FFIV | F5 INC | 株式-IT | 0.40% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Qlik Technologies INC | +3.1% | +256.40% | 増加 |
| 2 | SPLKCHF | Splunk INC | +1.1% | +139.90% | 増加 |
| 3 | AAPL | Apple INC | — | NEW | 新規購入 |
| 4 | ✓ | Nimble Storage, Inc. | — | NEW | 新規購入 |
| 5 | PAYC | Paycom Software INC | — | NEW | 新規購入 |
| 6 | AAPL | Apple Computer | — | EXIT | 全売却 |
| 7 | OSIS | Osi Systems INC | — | EXIT | 全売却 |
| 8 | SFLY | Shutterfly LLC | — | NEW | 新規購入 |
| 9 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 10 | SAP | Sap Se-sponsored Adr | — | NEW | 新規購入 |
| 11 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 12 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 13 | FORM | Formfactor INC | — | EXIT | 全売却 |
| 14 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 15 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 16 | ✓ | Linkedin CORP | — | NEW | 新規購入 |
| 17 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 18 | SPWRQ | Sunpower CORP | — | NEW | 新規購入 |
| 19 | Z | Zillow Group, Inc. | — | NEW | 新規購入 |
| 20 | SNDK | Sandisk Corporation | — | EXIT | 全売却 |
| 21 | GWRE | Guidewire Software INC | — | NEW | 新規購入 |
| 22 | ✓ | — | EXIT | 全売却 | |
| 23 | ✓ | Responsys INC | — | EXIT | 全売却 |
| 24 | ✓ | Coupons.com INC | — | NEW | 新規購入 |
| 25 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 26 | ZNGAEUR | Zynga INC - Cl A | — | NEW | 新規購入 |
| 27 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 28 | N2EUR | Netsuite INC | — | NEW | 新規購入 |
| 29 | ✓ | Voxeljet AG Ads | — | NEW | 新規購入 |
| 30 | BIDU | Baidu, Inc. | — | EXIT | 全売却 |
| 31 | CWST | Casella Waste Systems Inc-a | — | EXIT | 全売却 |
| 32 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 33 | ✓ | Kate Spade & Company | — | NEW | 新規購入 |
| 34 | FEYECHF | Mandiant INC | — | NEW | 新規購入 |
| 35 | DATA | Tableau Software Inc-cl A | — | NEW | 新規購入 |
| 36 | ISRG | Intuitive Surgical INC | — | EXIT | 全売却 |
| 37 | ✓ | Micrel INC Com | — | NEW | 新規購入 |
| 38 | ARM | Arm Holdings plc | — | NEW | 新規購入 |
| 39 | ✓ | Retailmenot INC | — | EXIT | 全売却 |
| 40 | FTI | TechnipFMC plc | — | EXIT | 全売却 |
| 41 | ✓ | Rally Software Dev CORP Com | — | EXIT | 全売却 |
| 42 | TMUS | T-mobile US INC | — | NEW | 新規購入 |
| 43 | ✓ | Aruba Networks INC Com | — | EXIT | 全売却 |
| 44 | MMEUR | Millennial Media INC | — | EXIT | 全売却 |
| 45 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 46 | WDAY | Workday Inc-class A | — | NEW | 新規購入 |
| 47 | ✓ | Volcano Corporation | — | EXIT | 全売却 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 50 | ✓ | Cvent INC Com Added | — | EXIT | 全売却 |