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 | RBLX | Roblox CORP -class A | 株式-通信サービス | 8.98% | -1.66% | -8.99% | |
| 2 | WIX | Wix.com Ltd. | 株式-IT | 7.98% | — | -5.52% | |
| 3 | OKTA | Okta INC | 株式-IT | 7.77% | — | — | |
| 4 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 7.69% | -3.21% | EXIT | |
| 5 | UBER | Uber Technologies INC | 株式-資本財 | 7.57% | -0.56% | -2.00% | |
| 6 | VRNS | Varonis Systems INC | 株式-IT | 6.45% | -4.07% | EXIT | |
| 7 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 6.35% | -2.54% | +2.81% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.15% | +2.25% | -0.02% | |
| 9 | CRM | Salesforce INC | 株式-IT | 5.76% | — | +9.34% | |
| 10 | DDOG | Datadog INC - Class A | 株式-IT | 5.36% | — | +28.74% | |
| 11 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 5.13% | -7.83% | EXIT | |
| 12 | NCNO | Ncino INC | 株式-その他 | 4.71% | — | +0.48% | |
| 13 | 8QR | Confluent Inc-class A | 株式-その他 | 4.63% | -6.56% | EXIT | |
| 14 | ILMN | Illumina INC | 株式-ヘルスケア | 4.33% | — | +26.46% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.20% | +1.03% | +55.90% | |
| 16 | SHOP | Shopify INC - Class A | 株式-IT | 3.81% | — | -32.88% | |
| 17 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 3.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | RBLX | Roblox CORP -class A | — | NEW | 新規購入 |
| 2 | WIX | Wix.com Ltd. | — | NEW | 新規購入 |
| 3 | OKTA | Okta INC | — | NEW | 新規購入 |
| 4 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 5 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 6 | VRNS | Varonis Systems INC | — | NEW | 新規購入 |
| 7 | RIVN | Rivian Automotive Inc-a | — | NEW | 新規購入 |
| 8 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 9 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 10 | DDOG | Datadog INC - Class A | — | NEW | 新規購入 |
| 11 | VOO | Vanguard S&P 500 ETF | — | NEW | 新規購入 |
| 12 | NCNO | Ncino INC | — | NEW | 新規購入 |
| 13 | 8QR | Confluent Inc-class A | — | NEW | 新規購入 |
| 14 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 15 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 16 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 17 | TTD | Trade Desk Inc/the -class A | — | NEW | 新規購入 |