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 | UBER | Uber Technologies INC | 株式-資本財 | 15.58% | -0.56% | +33.33% | |
| 2 | BKNG | Booking Holdings INC | 株式-一般消費財 | 8.96% | — | — | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 6.88% | — | +4.35% | |
| 4 | Z | Zillow Group INC - C | 株式-通信サービス | 6.41% | -6.71% | EXIT | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 6.23% | — | +8.70% | |
| 6 | SAILEUR | Sailpoint Technologies Holdi | 株式-その他 | 5.90% | — | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.78% | +2.25% | +70.00% | |
| 8 | TME | Tencent Music Entertainm-adr | 株式-通信サービス | 5.41% | — | +20.00% | |
| 9 | COUPEUR | Coupa Software INC | 株式-その他 | 5.18% | — | +27.59% | |
| 10 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 5.10% | — | +5.71% | |
| 11 | DLB | Dolby Laboratories Inc-cl A | 株式-資本財 | 4.99% | — | +4.55% | |
| 12 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 4.60% | — | — | |
| 13 | ZM | Zoom Communications INC | 株式-IT | 4.59% | — | — | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 3.47% | — | — | |
| 15 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 2.87% | — | — | |
| 16 | NYT | New York Times Co-a | 株式-通信サービス | 2.78% | — | -33.33% | |
| 17 | EA | Electronic Arts INC | 株式-通信サービス | 2.38% | — | -11.11% | |
| 18 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 1.46% | — | — | |
| 19 | RBLX | Roblox CORP -class A | 株式-通信サービス | 1.43% | -1.66% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | Z | Zillow Group INC - C | +5.8% | +1025.00% | 増加 |
| 2 | UBER | Uber Technologies INC | +3.5% | +33.33% | 増加 |
| 3 | AMZN | Amazon.com INC | +1.8% | +70.00% | 増加 |
| 4 | TME | Tencent Music Entertainm-adr | +0.7% | +20.00% | 増加 |
| 5 | WYNN | Wynn Resorts LTD | +0.3% | +5.71% | 増加 |
| 6 | DLB | Dolby Laboratories Inc-cl A | -0.2% | +4.55% | 増加 |
| 7 | PYPL | Paypal Holdings INC | -0.2% | — | 変化なし |
| 8 | BABA | Alibaba Group Holding-sp Adr | -0.3% | +8.70% | 増加 |
| 9 | ATVIEUR | Activision Blizzard INC | -0.5% | — | 変化なし |
| 10 | BKNG | Booking Holdings INC | -0.5% | — | 変化なし |
| 11 | WMG | Warner Music Group Corp-cl A | -0.6% | — | 変化なし |
| 12 | NFLX | Netflix INC | -0.7% | +4.35% | 増加 |
| 13 | EA | Electronic Arts INC | -0.8% | -11.11% | 減少 |
| 14 | COUPEUR | Coupa Software INC | -0.8% | +27.59% | 増加 |
| 15 | SAILEUR | Sailpoint Technologies Holdi | -0.9% | — | 変化なし |
| 16 | NYT | New York Times Co-a | -1.9% | -33.33% | 減少 |
| 17 | ZM | Zoom Communications INC | — | NEW | 新規購入 |
| 18 | TRIP | Tripadvisor INC | — | EXIT | 全売却 |
| 19 | XLNXEUR | Xilinx INC | — | EXIT | 全売却 |
| 20 | DBX | Dropbox Inc-class A | — | EXIT | 全売却 |
| 21 | FTCHQ | Farfetch Ltd-class A | — | NEW | 新規購入 |
| 22 | RBLX | Roblox CORP -class A | — | NEW | 新規購入 |