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 | SUNEQUSD | Sunedison INC | 株式-その他 | 7.29% | — | +15.39% | |
| 2 | ✓ | 株式-その他 | 4.96% | — | +2.00% | ||
| 3 | JKS | Jinkosolar Holding Co-adr | 株式-その他 | 4.83% | -1.46% | EXIT | |
| 4 | SPWRQ | Sunpower CORP | 株式-その他 | 3.99% | -0.65% | EXIT | |
| 5 | ON | On Semiconductor | 株式-IT | 3.76% | — | +13.68% | |
| 6 | CSIQ | Canadian Solar INC | 株式-その他 | 3.75% | -4.22% | EXIT | |
| 7 | ✓ | Trina Solar Limited | 株式-その他 | 3.70% | — | -22.89% | |
| 8 | ✓ | Terraform Pwr INC | 株式-その他 | 3.60% | — | +26.29% | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 3.46% | — | — | |
| 10 | ✓ | 株式-その他 | 3.30% | — | -34.52% | ||
| 11 | AEIS | Advanced Energy Industries | 株式-資本財 | 3.07% | -0.60% | EXIT | |
| 12 | LRCXEUR | Lam Research CORP | 株式-IT | 2.73% | — | -50.41% | |
| 13 | INTC | Intel CORP | 株式-IT | 2.73% | — | — | |
| 14 | FN | Fabrinet | 株式-IT | 2.71% | -3.82% | EXIT | |
| 15 | MU | Micron Technology INC | 株式-IT | 2.71% | -2.97% | EXIT | |
| 16 | VSH | Vishay Intertechnology INC | 株式-その他 | 2.36% | — | -6.79% | |
| 17 | ✓ | Gigamon INC | 株式-その他 | 2.29% | — | — | |
| 18 | ✓ | Solarcity CORP | 株式-その他 | 2.13% | — | +15.05% | |
| 19 | AMKR | Amkor Technology INC | 株式-IT | 2.08% | — | -8.80% | |
| 20 | HPE | Hewlett-Packard Company | 株式-IT | 2.07% | — | — | |
| 21 | ✓ | Altera CORP | 株式-その他 | 2.05% | — | -47.41% | |
| 22 | ✓ | 株式-その他 | 1.78% | — | +11.78% | ||
| 23 | ✓ | Ruckus Wireless INC | 株式-その他 | 1.78% | — | +36.64% | |
| 24 | MXIM | Maxim Integrated Products | 株式-その他 | 1.74% | — | +14.26% | |
| 25 | SNDK | Sandisk Corporation | 株式-IT | 1.72% | — | -12.68% | |
| 26 | STX | Seagate Technology Holdings plc | 株式-IT | 1.66% | -0.21% | EXIT | |
| 27 | ✓ | 株式-その他 | 1.58% | — | -23.01% | ||
| 28 | ✓ | Ultratech INC Com | 株式-その他 | 1.57% | — | -31.11% | |
| 29 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.48% | -1.01% | EXIT | |
| 30 | SMTC | Semtech CORP | 株式-IT | 1.46% | — | — | |
| 31 | DQ | Daqo New Energy Corp-adr | 株式-その他 | 1.39% | — | +89.01% | |
| 32 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.37% | — | — | |
| 33 | ✓ | Nimble Storage, Inc. | 株式-その他 | 1.36% | — | +20.85% | |
| 34 | ✓ | Ja Solar Holdings Co LTD | 株式-その他 | 1.32% | — | -50.25% | |
| 35 | ✓ | Mellanox Technologies LTD | 株式-その他 | 1.30% | — | -49.79% | |
| 36 | ASML | ASML Holding N.V. | 株式-IT | 1.26% | — | — | |
| 37 | MCHP | Microchip Technology INC | 株式-IT | 1.25% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | — | — | |
| 39 | ✓ | Aruba Networks INC | 株式-その他 | 1.10% | — | -55.06% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 1.09% | — | -17.76% | |
| 41 | FTNT | Fortinet INC | 株式-IT | 0.93% | -2.98% | EXIT | |
| 42 | FEYECHF | Mandiant INC | 株式-その他 | 0.82% | — | -74.68% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.81% | — | — | |
| 44 | MKSI | Mks INC | 株式-IT | 0.39% | -0.10% | EXIT | |
| 45 | SEDG | Solaredge Technologies INC | 株式-IT | 0.09% | — | — |
| # | 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 | +2.8% | +15.39% | 増加 |
| 2 | ✓ | Terraform Pwr INC | +1.5% | +26.29% | 増加 |
| 3 | JKS | Jinkosolar Holding Co-adr | +1.4% | -6.13% | 減少 |
| 4 | ON | On Semiconductor | +1.3% | +13.68% | 増加 |
| 5 | DQ | Daqo New Energy Corp-adr | +0.8% | +89.01% | 増加 |
| 6 | ✓ | Ruckus Wireless INC | +0.7% | +36.64% | 増加 |
| 7 | ✓ | Gigamon INC | +0.6% | — | 変化なし |
| 8 | FN | Fabrinet | +0.6% | +2.99% | 増加 |
| 9 | MXIM | Maxim Integrated Products | +0.5% | +14.26% | 増加 |
| 10 | CSIQ | Canadian Solar INC | -0.1% | -37.59% | 減少 |
| 11 | AMAT | Applied Materials INC | -0.2% | -17.76% | 減少 |
| 12 | ✓ | -0.2% | -23.01% | 減少 | |
| 13 | STX | Seagate Technology Holdings plc | -0.3% | -3.45% | 減少 |
| 14 | ✓ | Aruba Networks INC | -0.5% | -55.06% | 減少 |
| 15 | ✓ | Ultratech INC Com | -0.6% | -31.11% | 減少 |
| 16 | AEIS | Advanced Energy Industries | -0.7% | -33.30% | 減少 |
| 17 | ✓ | Ja Solar Holdings Co LTD | -0.7% | -50.25% | 減少 |
| 18 | ✓ | -0.8% | -34.52% | 減少 | |
| 19 | ✓ | Mellanox Technologies LTD | -0.8% | -49.79% | 減少 |
| 20 | ✓ | Altera CORP | -0.9% | -47.41% | 減少 |
| 21 | SNDK | Sandisk Corporation | -0.9% | -12.68% | 減少 |
| 22 | FEYECHF | Mandiant INC | -1.5% | -74.68% | 減少 |
| 23 | LRCXEUR | Lam Research CORP | -2.7% | -50.41% | 減少 |
| 24 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 25 | VECO | Veeco Instruments INC | — | EXIT | 全売却 |
| 26 | TER | Teradyne INC | — | EXIT | 全売却 |
| 27 | ✓ | Spansion INC | — | EXIT | 全売却 |
| 28 | INTC | Intel CORP | — | NEW | 新規購入 |
| 29 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 30 | FSLR | First Solar INC | — | EXIT | 全売却 |
| 31 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 32 | HPE | Hewlett-Packard Company | — | NEW | 新規購入 |
| 33 | ADI | Analog Devices INC | — | EXIT | 全売却 |
| 34 | ✓ | Imperva INC | — | EXIT | 全売却 |
| 35 | SLAB | Silicon Laboratories INC | — | EXIT | 全売却 |
| 36 | SYNA | Synaptics INC | — | EXIT | 全売却 |
| 37 | NXPI | NXP Semiconductors N.V. | — | NEW | 新規購入 |
| 38 | SMTC | Semtech CORP | — | NEW | 新規購入 |
| 39 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 40 | EXPE | Expedia Group INC | — | NEW | 新規購入 |
| 41 | AMAT | Applied Materials, Inc. | — | EXIT | 全売却 |
| 42 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 43 | MCHP | Microchip Technology INC | — | NEW | 新規購入 |
| 44 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 45 | ✓ | Cree INC | — | EXIT | 全売却 |
| 46 | FTNT | Fortinet INC | — | NEW | 新規購入 |
| 47 | ✓ | Siliconware Precision Inds L | — | EXIT | 全売却 |
| 48 | INTU | Intuit INC | — | NEW | 新規購入 |
| 49 | HIMX | Himax Technologies Inc-adr | — | EXIT | 全売却 |
| 50 | MKSI | Mks INC | — | NEW | 新規購入 |