CIK: 0001389234
申告総資産額
$3.6億
| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 18.62% | — | -38.51% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.77% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.72% | -7.77% | -90.43% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 7.37% | — | -44.75% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.40% | — | -24.14% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.94% | — | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.69% | +5.35% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.13% | +0.60% | NEW | |
| 9 | Z | Zillow Group INC - C | 株式-通信サービス | 2.99% | — | +19.02% | |
| 10 | CRM | Salesforce INC | 株式-IT | 2.93% | -0.18% | EXIT | |
| 11 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 2.67% | — | +15.35% | |
| 12 | FEYECHF | Mandiant INC | 株式-その他 | 2.57% | — | +27.05% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 2.40% | -22.82% | -65.10% | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 1.89% | — | -53.44% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.88% | +0.98% | NEW | |
| 16 | MU | Micron Technology INC | 株式-IT | 1.27% | -2.46% | — | |
| 17 | ✓ | Pandora Media INC | 株式-その他 | 1.26% | — | -20.69% | |
| 18 | WDC | Western Digital CORP | 株式-IT | 1.25% | — | — | |
| 19 | YELP | Yelp INC | 株式-その他 | 1.20% | — | +22.00% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | — | -95.77% | |
| 21 | ✓ | Cavium INC | 株式-その他 | 1.18% | — | -35.87% | |
| 22 | TWTRUSD | Twitter INC | 株式-その他 | 1.13% | — | -92.61% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.13% | — | — | |
| 24 | ANETEUR | Arista Networks INC | 株式-その他 | 1.09% | — | -52.97% | |
| 25 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 1.03% | — | — | |
| 26 | ETSY | Etsy INC | 株式-一般消費財 | 0.94% | — | -33.43% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.91% | — | -89.53% | |
| 28 | XLNXEUR | Xilinx INC | 株式-その他 | 0.83% | — | — | |
| 29 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.78% | — | +96.08% | |
| 30 | TLND | Talend SA - Adr | 株式-その他 | 0.71% | — | +378.03% | |
| 31 | TRIP | Tripadvisor INC | 株式-その他 | 0.64% | — | -60.00% | |
| 32 | LGFEUR | Lions Gate Entertainment-a | 株式-その他 | 0.61% | — | — | |
| 33 | TWLO | Twilio INC - A | 株式-IT | 0.55% | — | — | |
| 34 | ✓ | Apptio INC | 株式-その他 | 0.47% | — | +321.25% | |
| 35 | ✓ | Mellanox Technologies LTD | 株式-その他 | 0.46% | — | -81.51% | |
| 36 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.46% | — | -12.50% | |
| 37 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.44% | — | — | |
| 38 | NTNX | Nutanix INC - A | 株式-IT | 0.42% | — | — | |
| 39 | PI | Impinj INC | 株式-IT | 0.38% | — | -7.45% | |
| 40 | KRNT | Kornit Digital Ltd. | 株式-その他 | 0.38% | — | — | |
| 41 | P | Everpure Inc-a | 株式-IT | 0.34% | — | -74.54% | |
| 42 | LGF-BEUR | Lions Gate Entertainment-b | 株式-その他 | 0.34% | — | — | |
| 43 | IMI | Intermolecular INC | 株式-その他 | 0.33% | — | — | |
| 44 | COUPEUR | Coupa Software INC | 株式-その他 | 0.33% | — | — | |
| 45 | MBLY | Mobileye Global Inc. | 株式-その他 | 0.33% | — | -65.52% | |
| 46 | MTSI | Macom Technology Solutions H | 株式-IT | 0.32% | — | -50.62% | |
| 47 | CRUS | Cirrus Logic INC | 株式-IT | 0.31% | — | -72.70% | |
| 48 | CALX | Calix INC | 株式-IT | 0.28% | — | -77.60% | |
| 49 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 0.24% | — | — | |
| 50 | KLAC | Kla CORP | 株式-IT | 0.20% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Powershares Qqq Trust Ser 1 | +9.3% | -38.51% | 減少 |
| 2 | NFLX | Netflix INC | +4.1% | -44.75% | 減少 |
| 3 | AAPL | Apple INC | +2.7% | -24.14% | 減少 |
| 4 | PYPL | Paypal Holdings INC | +0.6% | -53.44% | 減少 |
| 5 | ANETEUR | Arista Networks INC | +0.5% | -52.97% | 減少 |
| 6 | TSLA | Tesla INC | +0.4% | -65.10% | 減少 |
| 7 | TRIP | Tripadvisor INC | 0% | -60.00% | 減少 |
| 8 | CALX | Calix INC | -0.1% | -77.60% | 減少 |
| 9 | P | Everpure Inc-a | -0.2% | -74.54% | 減少 |
| 10 | MTCHEUR | Match Group INC | -0.3% | -88.10% | 減少 |
| 11 | ✓ | Mellanox Technologies LTD | -0.4% | -81.51% | 減少 |
| 12 | JNP | Juniper Networks INC | -0.4% | -93.69% | 減少 |
| 13 | AMAT | Applied Materials INC | -0.8% | -94.49% | 減少 |
| 14 | CRM | Salesforce INC | -1% | -75.79% | 減少 |
| 15 | GOOGL | Alphabet Inc-cl A | -1.7% | -79.71% | 減少 |
| 16 | BABA | Alibaba Group Holding-sp Adr | -2.3% | -89.53% | 減少 |
| 17 | TWTRUSD | Twitter INC | -5.5% | -92.61% | 減少 |
| 18 | META | Meta Platforms Inc-class A | -8.5% | -95.77% | 減少 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | -16.4% | -90.43% | 減少 |
| 20 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 21 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 22 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 23 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |
| 24 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 25 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 26 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 27 | ✓ | — | EXIT | 全売却 | |
| 28 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 29 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 30 | WB | Weibo Corp-spon Adr | — | EXIT | 全売却 |
| 31 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |
| 32 | INTC | Intel CORP | — | NEW | 新規購入 |
| 33 | ISRG | Intuitive Surgical INC | — | EXIT | 全売却 |
| 34 | ZEN1EUR | Zendesk INC | — | EXIT | 全売却 |
| 35 | DB | Deutsche Bank Aktiengesellschaft | — | EXIT | 全売却 |
| 36 | ✓ | — | EXIT | 全売却 | |
| 37 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 38 | MOMOUSD | Momo Inc-spon Adr | — | EXIT | 全売却 |
| 39 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 40 | WDC | Western Digital CORP | — | NEW | 新規購入 |
| 41 | CTRPUSD | Ctrip.com International-adr | — | EXIT | 全売却 |
| 42 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 43 | HUBS | Hubspot INC | — | EXIT | 全売却 |
| 44 | SHOP | Shopify INC - Class A | — | EXIT | 全売却 |
| 45 | BFAM | Bright Horizons Family Solut | — | NEW | 新規購入 |
| 46 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 47 | ILMN | Illumina INC | — | EXIT | 全売却 |
| 48 | ASHR | Xtrackers Harvest Csi 300 Ch | — | EXIT | 全売却 |
| 49 | ACN | Accenture plc | — | EXIT | 全売却 |
| 50 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |