CIK: 0001680964
申告総資産額
$13.6億
| # | 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 | YELP | Yelp INC | 株式-その他 | 16.24% | — | +100.04% | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 11.61% | — | +2.27% | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 11.26% | — | +66.53% | |
| 4 | ADSK | Autodesk INC | 株式-IT | 10.57% | — | +33.95% | |
| 5 | PANW | Palo Alto Networks INC | 株式-IT | 9.44% | +5.48% | NEW | |
| 6 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 8.43% | — | +115.38% | |
| 7 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 7.27% | — | +55.56% | |
| 8 | SBAC | Sba Communications CORP | 株式-不動産 | 6.31% | — | — | |
| 9 | ✓ | Gigamon INC | 株式-その他 | 5.59% | — | — | |
| 10 | ✓ | Yelp INC | 株式-その他 | 3.55% | — | +416.67% | |
| 11 | MSTR | Strategy INC | 株式-IT | 3.28% | — | +19.05% | |
| 12 | COUPEUR | Coupa Software INC | 株式-その他 | 3.13% | — | — | |
| 13 | PANW | Palo Alto Networks, Inc. | 株式-IT | 1.97% | — | — | |
| 14 | CSOD | Cornerstone Ondemand INC | 株式-その他 | 1.36% | — | -66.67% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Yelp INC | +3.2% | +416.67% | 増加 |
| 2 | BIDU | Baidu INC - Spon Adr | +2.8% | +115.38% | 増加 |
| 3 | YELP | Yelp INC | +2% | +100.04% | 増加 |
| 4 | PYPL | Paypal Holdings INC | +1.9% | +66.53% | 増加 |
| 5 | PANW | Palo Alto Networks INC | +0.9% | +84.62% | 増加 |
| 6 | CTSH | Cognizant Tech Solutions-a | +0.6% | +55.56% | 増加 |
| 7 | ADSK | Autodesk INC | +0.4% | +33.95% | 増加 |
| 8 | MSTR | Strategy INC | -1.1% | +19.05% | 増加 |
| 9 | NFLX | Netflix INC | -2.8% | +2.27% | 増加 |
| 10 | CSOD | Cornerstone Ondemand INC | -5.3% | -66.67% | 減少 |
| 11 | SBAC | SBA Communications Corporation | — | EXIT | 全売却 |
| 12 | SBAC | Sba Communications CORP | — | NEW | 新規購入 |
| 13 | ✓ | Gigamon INC | — | NEW | 新規購入 |
| 14 | SCOR1EUR | Comscore INC | — | EXIT | 全売却 |
| 15 | COUPEUR | Coupa Software INC | — | NEW | 新規購入 |
| 16 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 17 | PANW | Palo Alto Networks, Inc. | — | NEW | 新規購入 |