CIK: 0001564579
申告総資産額
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| # | 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 | SNDK | Sandisk Corporation | 株式-IT | 5.92% | — | — | |
| 2 | ✓ | Jds Uniphase CORP | 株式-その他 | 4.11% | — | +22.88% | |
| 3 | SUNEQUSD | Sunedison INC | 株式-その他 | 4.08% | — | +7.66% | |
| 4 | AEIS | Advanced Energy Industries | 株式-資本財 | 4.05% | -0.60% | EXIT | |
| 5 | ✓ | Altera CORP | 株式-その他 | 4.03% | — | +0.63% | |
| 6 | ✓ | Cree INC | 株式-その他 | 3.58% | — | +53.73% | |
| 7 | CSIQ | Canadian Solar INC | 株式-その他 | 3.45% | -4.22% | EXIT | |
| 8 | STX | Seagate Technology Holdings plc | 株式-IT | 3.42% | -0.21% | EXIT | |
| 9 | ✓ | Ja Solar Holdings Co LTD | 株式-その他 | 3.38% | — | +27.97% | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 3.22% | -0.60% | EXIT | |
| 11 | ✓ | Invensense INC | 株式-その他 | 3.15% | — | +52.21% | |
| 12 | ✓ | 株式-その他 | 3.12% | — | +11.40% | ||
| 13 | ✓ | Ultratech INC Com | 株式-その他 | 3.12% | — | +32.01% | |
| 14 | ✓ | Rubicon Technology INC | 株式-その他 | 2.96% | — | +9.43% | |
| 15 | SPWRQ | Sunpower CORP | 株式-その他 | 2.82% | -0.65% | EXIT | |
| 16 | ✓ | Cavium INC | 株式-その他 | 2.65% | — | +3.84% | |
| 17 | VECO | Veeco Instruments INC | 株式-その他 | 2.62% | -0.41% | EXIT | |
| 18 | VSH | Vishay Intertechnology INC | 株式-その他 | 2.50% | — | -4.23% | |
| 19 | FN | Fabrinet | 株式-IT | 2.50% | -3.82% | EXIT | |
| 20 | MRVL | Marvell Technology, Inc. | 株式-IT | 2.48% | — | +12.25% | |
| 21 | AMD | Advanced Micro Devices, Inc. | 株式-IT | 2.27% | — | -34.81% | |
| 22 | RTECEUR | Rudolph Technologies INC | 株式-その他 | 2.22% | — | +8.10% | |
| 23 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 2.22% | -0.77% | EXIT | |
| 24 | ✓ | Trina Solar Limited | 株式-その他 | 2.14% | — | -9.67% | |
| 25 | TWTRUSD | Twitter INC | 株式-その他 | 2.13% | — | — | |
| 26 | ON | On Semiconductor | 株式-IT | 2.00% | — | -53.44% | |
| 27 | ✓ | Mentor Graphics CORP | 株式-その他 | 1.84% | — | +42.37% | |
| 28 | HIMX | Himax Technologies Inc-adr | 株式-その他 | 1.71% | -2.48% | EXIT | |
| 29 | ✓ | 株式-その他 | 1.70% | — | — | ||
| 30 | XLNXEUR | Xilinx INC | 株式-その他 | 1.41% | — | -50.46% | |
| 31 | ✓ | Rf Microdevices INC | 株式-その他 | 1.34% | — | -55.11% | |
| 32 | CIEN | Ciena CORP | 株式-IT | 1.21% | -0.92% | EXIT | |
| 33 | ✓ | Yingli Green Energy Hldg Co | 株式-その他 | 1.15% | — | -5.49% | |
| 34 | ✓ | Triquint Semiconductor INC | 株式-その他 | 1.14% | — | — | |
| 35 | ✓ | Sprint CORP | 株式-その他 | 1.14% | — | +31.43% | |
| 36 | MXIM | Maxim Integrated Products | 株式-その他 | 1.06% | — | -32.79% | |
| 37 | MU | Micron Technology INC | 株式-IT | 1.04% | -2.97% | EXIT | |
| 38 | NPTNEUR | Neophotonics CORP | 株式-その他 | 1.00% | -2.80% | EXIT | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.96% | — | — | |
| 40 | FEYECHF | Mandiant INC | 株式-その他 | 0.93% | — | — | |
| 41 | ✓ | Siliconware Precision Inds L | 株式-その他 | 0.72% | — | -1.72% | |
| 42 | VISN | Vistance Networks INC | 株式-IT | 0.63% | — | — | |
| 43 | ✓ | Maxwell Technologies INC | 株式-その他 | 0.43% | — | — | |
| 44 | JNP | Juniper Networks INC | 株式-その他 | 0.39% | — | — | |
| 45 | KLAC | Kla CORP | 株式-IT | 0.06% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SUNEQUSD | Sunedison INC | +1.5% | +7.66% | 増加 |
| 2 | ✓ | Invensense INC | +1.4% | +52.21% | 増加 |
| 3 | ✓ | Jds Uniphase CORP | +1.1% | +22.88% | 増加 |
| 4 | ✓ | Cree INC | +1.1% | +53.73% | 増加 |
| 5 | ✓ | Ja Solar Holdings Co LTD | +1.1% | +27.97% | 増加 |
| 6 | SPWRQ | Sunpower CORP | +0.9% | +30.84% | 増加 |
| 7 | ✓ | Ultratech INC Com | +0.8% | +32.01% | 増加 |
| 8 | ✓ | Cavium INC | +0.7% | +3.84% | 増加 |
| 9 | ✓ | Rubicon Technology INC | +0.6% | +9.43% | 増加 |
| 10 | AMD | Advanced Micro Devices, Inc. | +0.5% | -34.81% | 減少 |
| 11 | ✓ | Altera CORP | +0.5% | +0.63% | 増加 |
| 12 | MRVL | Marvell Technology, Inc. | +0.5% | +12.25% | 増加 |
| 13 | AEIS | Advanced Energy Industries | +0.5% | +4.33% | 増加 |
| 14 | ✓ | +0.5% | +11.40% | 増加 | |
| 15 | ✓ | Mentor Graphics CORP | +0.5% | +42.37% | 増加 |
| 16 | FN | Fabrinet | +0.4% | +15.54% | 増加 |
| 17 | NPTNEUR | Neophotonics CORP | +0.4% | +40.51% | 増加 |
| 18 | VSH | Vishay Intertechnology INC | +0.2% | -4.23% | 減少 |
| 19 | ✓ | Trina Solar Limited | -0.2% | -9.67% | 減少 |
| 20 | MXIM | Maxim Integrated Products | -0.2% | -32.79% | 減少 |
| 21 | ✓ | Yingli Green Energy Hldg Co | -0.2% | -5.49% | 減少 |
| 22 | ✓ | Rf Microdevices INC | -0.6% | -55.11% | 減少 |
| 23 | XLNXEUR | Xilinx INC | -1% | -50.46% | 減少 |
| 24 | HIMX | Himax Technologies Inc-adr | -1% | -21.34% | 減少 |
| 25 | VECO | Veeco Instruments INC | -1.4% | -49.95% | 減少 |
| 26 | ON | On Semiconductor | -1.7% | -53.44% | 減少 |
| 27 | MU | Micron Technology INC | -2.7% | -74.88% | 減少 |
| 28 | SNDK | Sandisk Corporation | — | NEW | 新規購入 |
| 29 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 30 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 31 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 32 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 33 | IBM | Intl Business Machines CORP | — | NEW | 新規購入 |
| 34 | TER | Teradyne INC | — | EXIT | 全売却 |
| 35 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 36 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 37 | ✓ | — | EXIT | 全売却 | |
| 38 | ✓ | — | NEW | 新規購入 | |
| 39 | ✓ | Aixtron Se | — | EXIT | 全売却 |
| 40 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 41 | MCHP | Microchip Technology INC | — | EXIT | 全売却 |
| 42 | NTAP | Netapp INC | — | EXIT | 全売却 |
| 43 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 44 | ✓ | Triquint Semiconductor INC | — | NEW | 新規購入 |
| 45 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 46 | FEYECHF | Mandiant INC | — | NEW | 新規購入 |
| 47 | VISN | Vistance Networks INC | — | NEW | 新規購入 |
| 48 | ✓ | Sonus Networks INC | — | EXIT | 全売却 |
| 49 | ✓ | Maxwell Technologies INC | — | NEW | 新規購入 |
| 50 | JNP | Juniper Networks INC | — | NEW | 新規購入 |