CIK: 0001592413
申告総資産額
$12.2億
| # | 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 | AXON | Axon Enterprise INC | 株式-資本財 | 20.49% | -2.38% | -0.25% | |
| 2 | SHOP | Shopify INC - Class A | 株式-IT | 17.95% | -3.42% | -0.26% | |
| 3 | NET | Cloudflare INC - Class A | 株式-IT | 16.51% | +4.06% | -0.26% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 11.14% | +0.10% | -7.26% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.04% | -0.22% | -0.22% | |
| 6 | DDOG | Datadog INC - Class A | 株式-IT | 7.61% | -0.21% | -0.26% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 6.98% | +1.85% | -0.26% | |
| 8 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 5.02% | -0.24% | — | |
| 9 | MNDY | monday.com Ltd. | 株式-IT | 3.18% | -2.42% | EXIT | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 3.08% | -0.18% | -34.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NET | Cloudflare INC - Class A | +4.7% | -0.26% | 増加 |
| 2 | SHOP | Shopify INC - Class A | +2.3% | -0.26% | 増加 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | -0.26% | 増加 |
| 4 | DDOG | Datadog INC - Class A | +0.4% | -0.26% | 増加 |
| 5 | AXON | Axon Enterprise INC | +0.1% | -0.25% | 増加 |
| 6 | TSLA | Tesla INC | -0.6% | -34.25% | 減少 |
| 7 | MNDY | monday.com Ltd. | -2.3% | -0.26% | 増加 |
| 8 | AMZN | Amazon.com INC | -3% | -7.26% | 減少 |
| 9 | META | Meta Platforms Inc-class A | -3.9% | -0.22% | 減少 |
| 10 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新規購入 |
| 11 | MSFT | Microsoft CORP | — | EXIT | 全売却 |