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 | 17.58% | — | +8.45% | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 11.78% | — | +32.76% | |
| 3 | PANW | Palo Alto Networks INC | 株式-IT | 10.94% | +5.48% | NEW | |
| 4 | ADSK | Autodesk INC | 株式-IT | 8.19% | — | +15.33% | |
| 5 | PYPL | Paypal Holdings INC | 株式-金融 | 7.79% | — | +15.40% | |
| 6 | CSOD | Cornerstone Ondemand INC | 株式-その他 | 7.69% | — | +260.31% | |
| 7 | ✓ | Cyberark Software LTD | 株式-その他 | 7.39% | — | — | |
| 8 | COUPEUR | Coupa Software INC | 株式-その他 | 7.36% | — | +60.00% | |
| 9 | AKAM | Akamai Technologies INC | 株式-IT | 7.11% | — | +53.78% | |
| 10 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 5.36% | — | -22.22% | |
| 11 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 3.92% | — | -58.03% | |
| 12 | AAPL | Apple Inc. | 株式-IT | 2.06% | — | — | |
| 13 | PANW | Palo Alto Networks, Inc. | 株式-IT | 1.52% | — | — | |
| 14 | ✓ | Cyberark Software LTD | 株式-その他 | 1.30% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CSOD | Cornerstone Ondemand INC | +5.1% | +260.31% | 増加 |
| 2 | YELP | Yelp INC | +2.3% | +8.45% | 増加 |
| 3 | NFLX | Netflix INC | +1.8% | +32.76% | 増加 |
| 4 | COUPEUR | Coupa Software INC | +1.6% | +60.00% | 増加 |
| 5 | AKAM | Akamai Technologies INC | +0.7% | +53.78% | 増加 |
| 6 | PYPL | Paypal Holdings INC | +0.1% | +15.40% | 増加 |
| 7 | PANW | Palo Alto Networks INC | -0.2% | +24.14% | 増加 |
| 8 | PANW | Palo Alto Networks, Inc. | -0.4% | — | 変化なし |
| 9 | ADSK | Autodesk INC | -0.5% | +15.33% | 増加 |
| 10 | CTSH | Cognizant Tech Solutions-a | -3.2% | -22.22% | 減少 |
| 11 | BIDU | Baidu INC - Spon Adr | -5.2% | -58.03% | 減少 |
| 12 | ✓ | Cyberark Software LTD | — | NEW | 新規購入 |
| 13 | ✓ | Gigamon INC | — | EXIT | 全売却 |
| 14 | SBAC | Sba Communications CORP | — | EXIT | 全売却 |
| 15 | AAPL | Apple Inc. | — | NEW | 新規購入 |
| 16 | MSTR | Strategy INC | — | EXIT | 全売却 |
| 17 | ✓ | Yelp INC | — | EXIT | 全売却 |
| 18 | ✓ | Cyberark Software LTD | — | NEW | 新規購入 |