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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 46.15% | +7.15% | +382.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.50% | -7.77% | -66.67% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 14.14% | -22.82% | -11.15% | |
| 4 | CRM | Salesforce INC | 株式-IT | 2.12% | -0.18% | EXIT | |
| 5 | PYPL | Paypal Holdings INC | 株式-金融 | 1.67% | — | -72.17% | |
| 6 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.51% | — | — | |
| 7 | COUPEUR | Coupa Software INC | 株式-その他 | 1.23% | — | — | |
| 8 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.20% | +0.58% | — | |
| 9 | TWLO | Twilio INC - A | 株式-IT | 1.19% | — | -36.76% | |
| 10 | ✓ | Mellanox Technologies LTD | 株式-その他 | 1.12% | — | — | |
| 11 | FEYECHF | Mandiant INC | 株式-その他 | 0.99% | — | -42.66% | |
| 12 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.97% | — | +36.36% | |
| 13 | DBX | Dropbox Inc-class A | 株式-IT | 0.95% | — | -35.61% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 0.85% | — | — | |
| 15 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.83% | — | — | |
| 16 | HIMX | Himax Technologies Inc-adr | 株式-その他 | 0.82% | — | +140.63% | |
| 17 | NIO | Nio INC - Adr | 株式-一般消費財 | 0.74% | — | +247.35% | |
| 18 | TRIP | Tripadvisor INC | 株式-その他 | 0.74% | — | +46.67% | |
| 19 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 0.72% | — | -72.64% | |
| 20 | HUYA | Huya Inc-adr | 株式-その他 | 0.69% | — | +106.29% | |
| 21 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.63% | — | -53.37% | |
| 22 | CLDR | Cloudera INC | 株式-その他 | 0.53% | — | -23.25% | |
| 23 | OKTA | Okta INC | 株式-IT | 0.49% | — | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.49% | — | -33.33% | |
| 25 | ✓ | Hortonworks, Inc. | 株式-その他 | 0.47% | — | -39.98% | |
| 26 | TWTRUSD | Twitter INC | 株式-その他 | 0.45% | — | — | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.42% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | +6.86% | — | |
| 29 | BILI | Bilibili Inc-sponsored Adr | 株式-その他 | 0.32% | — | -72.11% | |
| 30 | P | Everpure Inc-a | 株式-IT | 0.30% | — | -90.84% | |
| 31 | DB | Deutsche Bank Aktiengesellschaft | 株式-金融 | 0.28% | — | — | |
| 32 | MDB | Mongodb INC | 株式-IT | 0.27% | -0.29% | EXIT | |
| 33 | SVMKUSD | Svmk INC | 株式-その他 | 0.23% | — | — | |
| 34 | NTES | Netease Inc-adr | 株式-通信サービス | 0.22% | — | — | |
| 35 | ✓ | 株式-その他 | 0.16% | — | — | ||
| 36 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 0.15% | — | -82.04% | |
| 37 | HTT | High Templar Tech Limited | 株式-その他 | 0.08% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +39.6% | +382.50% | 増加 |
| 2 | TSLA | Tesla INC | +6.9% | -11.15% | 減少 |
| 3 | FEYECHF | Mandiant INC | 0% | -42.66% | 減少 |
| 4 | DBX | Dropbox Inc-class A | -0.2% | -35.61% | 減少 |
| 5 | ✓ | Hortonworks, Inc. | -0.2% | -39.98% | 減少 |
| 6 | PDD | Pdd Holdings INC | -0.3% | -53.37% | 減少 |
| 7 | BILI | Bilibili Inc-sponsored Adr | -0.3% | -72.11% | 減少 |
| 8 | CTRPUSD | Ctrip.com International-adr | -0.5% | -82.04% | 減少 |
| 9 | SHAK | Shake Shack INC - Class A | -1.4% | -72.64% | 減少 |
| 10 | PYPL | Paypal Holdings INC | -1.9% | -72.17% | 減少 |
| 11 | P | Everpure Inc-a | -2.7% | -90.84% | 減少 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | -15.3% | -66.67% | 減少 |
| 13 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 14 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 15 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 16 | SMH | Vaneck Semiconductor ETF | — | EXIT | 全売却 |
| 17 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 18 | ZEN1EUR | Zendesk INC | — | EXIT | 全売却 |
| 19 | TLND | Talend SA - Adr | — | EXIT | 全売却 |
| 20 | IBM | Intl Business Machines CORP | — | EXIT | 全売却 |
| 21 | ASHR | Xtrackers Harvest Csi 300 Ch | — | EXIT | 全売却 |
| 22 | FNSR | Finisar Corporation | — | EXIT | 全売却 |
| 23 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 24 | I8R | Irobot CORP | — | EXIT | 全売却 |
| 25 | W | Wayfair Inc- Class A | — | NEW | 新規購入 |
| 26 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 27 | WIX | Wix.com Ltd. | — | EXIT | 全売却 |
| 28 | COUPEUR | Coupa Software INC | — | NEW | 新規購入 |
| 29 | MTSI | Macom Technology Solutions H | — | EXIT | 全売却 |
| 30 | SBUX | Starbucks CORP | — | NEW | 新規購入 |
| 31 | ✓ | Cyberark Software LTD | — | EXIT | 全売却 |
| 32 | TTD | Trade Desk Inc/the -class A | — | EXIT | 全売却 |
| 33 | ✓ | Mellanox Technologies LTD | — | NEW | 新規購入 |
| 34 | CARG | Cargurus INC | — | EXIT | 全売却 |
| 35 | DOMO | Domo INC - Class B | — | EXIT | 全売却 |
| 36 | EXK | Exact Sciences CORP | — | EXIT | 全売却 |
| 37 | WSM | Williams-sonoma INC | — | EXIT | 全売却 |
| 38 | VIAV | Viavi Solutions INC | — | EXIT | 全売却 |
| 39 | VMWEUR | Vmware Inc-class A | — | EXIT | 全売却 |
| 40 | AVAV | Aerovironment INC | — | EXIT | 全売却 |
| 41 | PETQEUR | Petiq INC | — | EXIT | 全売却 |
| 42 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 43 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 44 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |
| 45 | GOOS | Canada Goose Holdings INC | — | EXIT | 全売却 |
| 46 | PLNT | Planet Fitness INC - Cl A | — | EXIT | 全売却 |
| 47 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 48 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 49 | TXN | Texas Instruments INC | — | EXIT | 全売却 |
| 50 | LITE | Lumentum Holdings INC | — | EXIT | 全売却 |