CIK: 0001633680
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 | ✓ | Cavium INC | 株式-その他 | 17.00% | -17.00% | EXIT | |
| 2 | SPLKCHF | Splunk INC | 株式-その他 | 7.89% | -7.89% | EXIT | |
| 3 | ST | Sensata Technologies Holding plc | 株式-IT | 7.17% | -7.17% | EXIT | |
| 4 | NOW | Servicenow INC | 株式-IT | 6.82% | -6.82% | EXIT | |
| 5 | PANW | Palo Alto Networks INC | 株式-IT | 6.62% | -6.62% | EXIT | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.19% | -6.19% | EXIT | |
| 7 | CRM | Salesforce INC | 株式-IT | 5.33% | -5.33% | EXIT | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 5.08% | -5.08% | EXIT | |
| 9 | ✓ | Ellie Mae INC Com | 株式-その他 | 4.67% | -4.67% | EXIT | |
| 10 | SWKS | Skyworks Solutions INC | 株式-IT | 4.13% | -4.13% | EXIT | |
| 11 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 4.07% | -4.07% | EXIT | |
| 12 | PCTY | Paylocity Holding CORP | 株式-IT | 4.04% | -4.04% | EXIT | |
| 13 | ✓ | 株式-その他 | 3.98% | -3.98% | EXIT | ||
| 14 | ✓ | Cbs CORP New | 株式-その他 | 3.52% | -3.52% | EXIT | |
| 15 | ✓ | Envision Healthcare Corp | 株式-その他 | 3.14% | -3.14% | EXIT | |
| 16 | BURL | Burlington Stores INC | 株式-一般消費財 | 2.89% | -2.89% | EXIT | |
| 17 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.77% | -2.77% | EXIT | |
| 18 | BB | BlackBerry Limited | 株式-その他 | 2.69% | -2.69% | EXIT | |
| 19 | HOME | At Home Group INC | 株式-その他 | 1.98% | -1.98% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Cavium INC | +3.6% | +32.01% | 増加 |
| 2 | CRM | Salesforce INC | +3.3% | +167.48% | 増加 |
| 3 | ST | Sensata Technologies Holding plc | +3.2% | +77.85% | 増加 |
| 4 | META | Meta Platforms Inc-class A | +2.4% | +57.36% | 増加 |
| 5 | SPLKCHF | Splunk INC | +1.6% | +18.53% | 増加 |
| 6 | ORLY | O'reilly Automotive INC | +0.3% | +26.77% | 増加 |
| 7 | PCTY | Paylocity Holding CORP | +0.2% | +8.62% | 増加 |
| 8 | PANW | Palo Alto Networks INC | -0.2% | -0.17% | 減少 |
| 9 | ✓ | Cbs CORP New | -0.4% | +8.57% | 増加 |
| 10 | SWKS | Skyworks Solutions INC | -1.2% | -19.74% | 減少 |
| 11 | ✓ | Envision Healthcare Corp | -2.5% | -14.93% | 減少 |
| 12 | NOW | Servicenow INC | -2.6% | -27.44% | 減少 |
| 13 | ✓ | -3.6% | -44.76% | 減少 | |
| 14 | BB | BlackBerry Limited | -4.3% | -59.37% | 減少 |
| 15 | SHW | Sherwin-williams Co/the | — | EXIT | 全売却 |
| 16 | CSGP | Costar Group INC | — | EXIT | 全売却 |
| 17 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 18 | ✓ | Ellie Mae INC Com | — | NEW | 新規購入 |
| 19 | FND | Floor & Decor Holdings Inc-a | — | NEW | 新規購入 |
| 20 | LOW | Lowe's Cos INC | — | EXIT | 全売却 |
| 21 | BURL | Burlington Stores INC | — | NEW | 新規購入 |
| 22 | HOME | At Home Group INC | — | NEW | 新規購入 |