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 | NFLX | Netflix INC | 株式-通信サービス | 11.98% | — | -4.00% | |
| 2 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 10.18% | — | -2.63% | |
| 3 | NYT | New York Times Co-a | 株式-通信サービス | 9.36% | — | +4.78% | |
| 4 | EA | Electronic Arts INC | 株式-通信サービス | 9.19% | — | -1.07% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 7.85% | — | -14.29% | |
| 6 | DBX | Dropbox Inc-class A | 株式-IT | 6.36% | — | +15.00% | |
| 7 | COUPEUR | Coupa Software INC | 株式-その他 | 6.32% | — | -4.11% | |
| 8 | SAILEUR | Sailpoint Technologies Holdi | 株式-その他 | 5.83% | — | — | |
| 9 | VRNS | Varonis Systems INC | 株式-IT | 5.35% | -4.07% | EXIT | |
| 10 | PYPL | Paypal Holdings INC | 株式-金融 | 5.34% | — | +6.67% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 5.16% | — | -37.50% | |
| 12 | ANETEUR | Arista Networks INC | 株式-その他 | 5.02% | — | — | |
| 13 | UBER | Uber Technologies INC | 株式-資本財 | 4.13% | -0.56% | — | |
| 14 | ADSK | Autodesk INC | 株式-IT | 3.11% | — | -57.69% | |
| 15 | NFLX | Netflix, Inc. | 株式-通信サービス | 3.00% | — | — | |
| 16 | UBER | Uber Technologies, Inc. | 株式-資本財 | 1.84% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VRNS | Varonis Systems INC | +0.7% | +1.36% | 増加 |
| 2 | SAILEUR | Sailpoint Technologies Holdi | +0.6% | — | 変化なし |
| 3 | NYT | New York Times Co-a | +0.3% | +4.78% | 増加 |
| 4 | NFLX | Netflix INC | +0.2% | -4.00% | 減少 |
| 5 | NFLX | Netflix, Inc. | +0.2% | — | 変化なし |
| 6 | PYPL | Paypal Holdings INC | -0.2% | +6.67% | 増加 |
| 7 | TSLA | Tesla INC | -0.3% | -37.50% | 減少 |
| 8 | COUPEUR | Coupa Software INC | -0.4% | -4.11% | 減少 |
| 9 | BABA | Alibaba Group Holding-sp Adr | -0.4% | -14.29% | 減少 |
| 10 | ATVIEUR | Activision Blizzard INC | -0.5% | -2.63% | 減少 |
| 11 | EA | Electronic Arts INC | -0.5% | -1.07% | 減少 |
| 12 | DBX | Dropbox Inc-class A | -0.8% | +15.00% | 増加 |
| 13 | ADSK | Autodesk INC | -3.7% | -57.69% | 減少 |
| 14 | ANETEUR | Arista Networks INC | — | NEW | 新規購入 |
| 15 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 16 | EA | Electronic Arts Inc. | — | EXIT | 全売却 |
| 17 | UBER | Uber Technologies, Inc. | — | NEW | 新規購入 |
| 18 | TSLA | Tesla, Inc. | — | EXIT | 全売却 |
| 19 | YELP | Yelp INC | — | EXIT | 全売却 |
| 20 | PINGUSD | Ping Identity Holding CORP | — | EXIT | 全売却 |