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 | 10.65% | — | — | |
| 2 | UBER | Uber Technologies INC | 株式-資本財 | 10.30% | -0.56% | +100.00% | |
| 3 | XLNXEUR | Xilinx INC | 株式-その他 | 7.67% | — | +25.00% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.53% | +2.25% | +40.00% | |
| 5 | NYT | New York Times Co-a | 株式-通信サービス | 7.38% | — | -6.25% | |
| 6 | EA | Electronic Arts INC | 株式-通信サービス | 7.21% | — | -12.50% | |
| 7 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 6.88% | — | -16.22% | |
| 8 | COUPEUR | Coupa Software INC | 株式-その他 | 6.48% | — | -7.69% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.85% | — | +39.00% | |
| 10 | SAILEUR | Sailpoint Technologies Holdi | 株式-その他 | 5.47% | — | — | |
| 11 | DBX | Dropbox Inc-class A | 株式-IT | 5.33% | — | +4.58% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 5.10% | — | +7.14% | |
| 13 | VRNS | Varonis Systems INC | 株式-IT | 4.49% | -4.07% | EXIT | |
| 14 | TME | Tencent Music Entertainm-adr | 株式-通信サービス | 4.20% | — | — | |
| 15 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 2.88% | — | — | |
| 16 | TRIP | Tripadvisor INC | 株式-その他 | 2.59% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies INC | +3.6% | +100.00% | 増加 |
| 2 | AMZN | Amazon.com INC | +2.1% | +40.00% | 増加 |
| 3 | COUPEUR | Coupa Software INC | +1.4% | -7.69% | 減少 |
| 4 | PYPL | Paypal Holdings INC | +1.3% | +7.14% | 増加 |
| 5 | SAILEUR | Sailpoint Technologies Holdi | +0.9% | — | 変化なし |
| 6 | XLNXEUR | Xilinx INC | +0.7% | +25.00% | 増加 |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +39.00% | 増加 |
| 8 | VRNS | Varonis Systems INC | +0.1% | +4.84% | 増加 |
| 9 | DBX | Dropbox Inc-class A | -0.8% | +4.58% | 増加 |
| 10 | NYT | New York Times Co-a | -0.9% | -6.25% | 減少 |
| 11 | EA | Electronic Arts INC | -1.8% | -12.50% | 減少 |
| 12 | NFLX | Netflix INC | -2% | — | 変化なし |
| 13 | ATVIEUR | Activision Blizzard INC | -2.4% | -16.22% | 減少 |
| 14 | UBER | Uber Technologies, Inc. | — | EXIT | 全売却 |
| 15 | TME | Tencent Music Entertainm-adr | — | NEW | 新規購入 |
| 16 | ANETEUR | Arista Networks INC | — | EXIT | 全売却 |
| 17 | WMG | Warner Music Group Corp-cl A | — | NEW | 新規購入 |
| 18 | TRIP | Tripadvisor INC | — | NEW | 新規購入 |
| 19 | ✓ | Tripadvisor INC | — | EXIT | 全売却 |