CIK: 0001322924
申告総資産額
$2.6億
| # | 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 | MRVL | Marvell Technology INC | 株式-IT | 6.87% | — | — | |
| 2 | OLED | Universal Display CORP | 株式-IT | 6.78% | -0.65% | — | |
| 3 | KRYS | Krystal Biotech INC | 株式-ヘルスケア | 6.77% | -0.76% | — | |
| 4 | MTSI | Macom Technology Solutions H | 株式-IT | 5.90% | +0.08% | NEW | |
| 5 | VICR | Vicor CORP | 株式-IT | 5.32% | — | — | |
| 6 | SLAB | Silicon Laboratories INC | 株式-IT | 4.94% | -2.75% | +8.22% | |
| 7 | ALGM | Allegro Microsystems INC | 株式-その他 | 4.87% | +0.79% | — | |
| 8 | SYM | Symbotic INC | 株式-資本財 | 4.69% | +1.34% | +18.18% | |
| 9 | SITM | Sitime CORP | 株式-IT | 4.63% | — | — | |
| 10 | ASUR | Asure Software INC | 株式-その他 | 4.41% | -0.16% | +11.99% | |
| 11 | LITE | Lumentum Holdings INC | 株式-IT | 3.81% | — | +95.58% | |
| 12 | KTOS | Kratos Defense & Security | 株式-資本財 | 3.78% | -0.76% | — | |
| 13 | PRLB | Proto Labs INC | 株式-その他 | 3.59% | +0.39% | +177.33% | |
| 14 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 3.25% | — | -5.95% | |
| 15 | MX | Magnachip Semiconductor CORP | 株式-その他 | 3.09% | — | — | |
| 16 | MU | Micron Technology INC | 株式-IT | 2.94% | — | — | |
| 17 | AMBA | Ambarella, Inc. | 株式-IT | 2.88% | -3.53% | EXIT | |
| 18 | THRY | Thryv Holdings INC | 株式-その他 | 2.25% | — | — | |
| 19 | DCGO | Docgo INC | 株式-その他 | 2.16% | -0.21% | +18.29% | |
| 20 | NVEEUSD | Nv5 Global INC | 株式-その他 | 2.08% | — | — | |
| 21 | MGNI | Magnite INC | 株式-その他 | 2.02% | -0.72% | -8.32% | |
| 22 | EGHT | 8x8 INC | 株式-その他 | 1.85% | -0.12% | +10.60% | |
| 23 | DXC | Dxc Technology Co | 株式-IT | 1.80% | — | — | |
| 24 | TEAD | Teads Holding Co | 株式-その他 | 1.75% | — | +8.12% | |
| 25 | GDYN | Grid Dynamics Holdings INC | 株式-その他 | 1.51% | -0.86% | +13.46% | |
| 26 | APPS | Digital Turbine INC | 株式-その他 | 1.33% | -0.44% | -10.68% | |
| 27 | PSIX | Power Solutions Internationa | 株式-その他 | 1.22% | — | — | |
| 28 | GAIA | Gaia INC | 株式-その他 | 0.92% | -0.26% | -5.29% | |
| 29 | LASR | Nlight INC | 株式-その他 | 0.78% | — | -45.82% | |
| 30 | UTE0 | Cantaloupe INC | 株式-その他 | 0.67% | — | -13.00% | |
| 31 | ✓ | Nexxen Intl LTD Adr | 株式-その他 | 0.61% | — | -16.78% | |
| 32 | ALLT | Allot Ltd. | 株式-その他 | 0.22% | — | — | |
| 33 | ARLO | Arlo Technologies INC | 株式-その他 | 0.17% | -0.34% | — | |
| 34 | ✓ | Livevox Holding INC | 株式-その他 | 0.11% | — | — | |
| 35 | NRDY | Nerdy INC | 株式-その他 | 0.06% | — | — |