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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 32.59% | -7.77% | +48.44% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.82% | +7.15% | -47.06% | |
| 3 | SE | Sea Ltd-adr | 株式-通信サービス | 3.86% | — | +219.23% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 3.55% | — | +50.18% | |
| 5 | DBX | Dropbox Inc-class A | 株式-IT | 3.23% | — | +115.41% | |
| 6 | Z | Zillow Group INC - C | 株式-通信サービス | 2.82% | — | +17.42% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.44% | +6.86% | — | |
| 8 | ORCL | Oracle CORP | 株式-IT | 2.29% | +2.30% | NEW | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.06% | — | — | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.87% | — | +6.82% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 1.62% | — | +810.00% | |
| 12 | CRM | Salesforce INC | 株式-IT | 1.56% | -0.18% | EXIT | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.56% | — | +233.33% | |
| 14 | BILI | Bilibili Inc-sponsored Adr | 株式-その他 | 1.33% | — | +562.48% | |
| 15 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 1.24% | — | +7.38% | |
| 16 | HUYA | Huya Inc-adr | 株式-その他 | 1.23% | — | +12.82% | |
| 17 | MRVL | Marvell Technology, Inc. | 株式-IT | 1.11% | — | +99.00% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 1.10% | -22.82% | -65.85% | |
| 19 | ADI | Analog Devices INC | 株式-IT | 1.06% | — | — | |
| 20 | UBER | Uber Technologies INC | 株式-資本財 | 0.94% | — | — | |
| 21 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 0.87% | — | -1.15% | |
| 22 | ✓ | 株式-その他 | 0.82% | — | — | ||
| 23 | AMAT | Applied Materials INC | 株式-IT | 0.77% | — | — | |
| 24 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.77% | — | +200.00% | |
| 25 | ✓ | 株式-その他 | 0.74% | — | +309.72% | ||
| 26 | FDX | Fedex CORP | 株式-資本財 | 0.58% | — | — | |
| 27 | MMYT | MakeMyTrip Limited | 株式-その他 | 0.52% | — | -40.80% | |
| 28 | AMBA | Ambarella, Inc. | 株式-IT | 0.52% | — | +170.27% | |
| 29 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.49% | — | — | |
| 30 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.47% | — | -56.81% | |
| 31 | TREE | Lendingtree INC | 株式-その他 | 0.45% | — | — | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.45% | — | +333.33% | |
| 33 | TLND | Talend SA - Adr | 株式-その他 | 0.43% | — | -18.94% | |
| 34 | HTT | High Templar Tech Limited | 株式-その他 | 0.42% | — | -42.36% | |
| 35 | ROKU | Roku INC | 株式-通信サービス | 0.40% | — | +65.22% | |
| 36 | MOBL | Mobileiron INC | 株式-その他 | 0.38% | — | — | |
| 37 | XLNXEUR | Xilinx INC | 株式-その他 | 0.37% | — | -64.00% | |
| 38 | CVNA | Carvana Co | 株式-一般消費財 | 0.37% | — | +400.00% | |
| 39 | ✓ | Carbon Black INC | 株式-その他 | 0.36% | — | — | |
| 40 | MDB | Mongodb INC | 株式-IT | 0.36% | -0.29% | EXIT | |
| 41 | SHOP | Shopify INC - Class A | 株式-IT | 0.35% | -0.41% | EXIT | |
| 42 | NTES | Netease Inc-adr | 株式-通信サービス | 0.33% | — | -68.02% | |
| 43 | MTSI | Macom Technology Solutions H | 株式-IT | 0.32% | — | +598.67% | |
| 44 | YELP | Yelp INC | 株式-その他 | 0.32% | — | — | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.32% | — | — | |
| 46 | SFIX | Stitch Fix Inc-class A | 株式-その他 | 0.32% | — | +6.25% | |
| 47 | UA | Under Armour Inc-class C | 株式-一般消費財 | 0.30% | — | — | |
| 48 | PSN | Parsons CORP | 株式-IT | 0.30% | — | — | |
| 49 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.27% | -0.50% | EXIT | |
| 50 | ON | On Semiconductor | 株式-IT | 0.27% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +10.9% | +48.44% | 増加 |
| 2 | SE | Sea Ltd-adr | +3% | +219.23% | 増加 |
| 3 | DBX | Dropbox Inc-class A | +1.9% | +115.41% | 増加 |
| 4 | AMD | Advanced Micro Devices | +1.5% | +810.00% | 増加 |
| 5 | NFLX | Netflix INC | +1.2% | +50.18% | 増加 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +1.1% | +233.33% | 増加 |
| 7 | BILI | Bilibili Inc-sponsored Adr | +1.1% | +562.48% | 増加 |
| 8 | Z | Zillow Group INC - C | +1% | +17.42% | 増加 |
| 9 | MRVL | Marvell Technology, Inc. | +0.6% | +99.00% | 増加 |
| 10 | SPOT | Spotify Technology S.A. | +0.5% | +200.00% | 増加 |
| 11 | ✓ | +0.5% | +309.72% | 増加 | |
| 12 | NOW | Servicenow INC | -0.4% | -75.00% | 減少 |
| 13 | MMYT | MakeMyTrip Limited | -0.5% | -40.80% | 減少 |
| 14 | NXPI | NXP Semiconductors N.V. | -0.6% | -86.67% | 減少 |
| 15 | PYPL | Paypal Holdings INC | -0.6% | -83.33% | 減少 |
| 16 | OKTA | Okta INC | -0.7% | -92.00% | 減少 |
| 17 | NTES | Netease Inc-adr | -0.7% | -68.02% | 減少 |
| 18 | TWLO | Twilio INC - A | -0.7% | -74.17% | 減少 |
| 19 | XLNXEUR | Xilinx INC | -0.8% | -64.00% | 減少 |
| 20 | IQ | Iqiyi Inc-adr | -0.8% | -56.81% | 減少 |
| 21 | ZEN1EUR | Zendesk INC | -1.8% | -92.03% | 減少 |
| 22 | WDAY | Workday Inc-class A | -2.1% | -90.00% | 減少 |
| 23 | SPLKCHF | Splunk INC | -2.2% | -92.36% | 減少 |
| 24 | TSLA | Tesla INC | -3% | -65.85% | 減少 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | -9.4% | -47.06% | 減少 |
| 26 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |
| 27 | ORCL | Oracle CORP | — | NEW | 新規購入 |
| 28 | SMH | Vaneck Semiconductor ETF | — | NEW | 新規購入 |
| 29 | ✓ | Mellanox Technologies LTD | — | EXIT | 全売却 |
| 30 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 31 | ADI | Analog Devices INC | — | NEW | 新規購入 |
| 32 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 33 | ACIA | Acacia Communications INC | — | EXIT | 全売却 |
| 34 | ✓ | — | NEW | 新規購入 | |
| 35 | FTCHQ | Farfetch Ltd-class A | — | EXIT | 全売却 |
| 36 | AVLRUSD | Avalara INC | — | EXIT | 全売却 |
| 37 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 38 | ✓ | Pluralsight INC | — | EXIT | 全売却 |
| 39 | FDX | Fedex CORP | — | NEW | 新規購入 |
| 40 | ✓ | Mimecast LTD | — | EXIT | 全売却 |
| 41 | XYZ | Block INC | — | EXIT | 全売却 |
| 42 | SVMKUSD | Svmk INC | — | EXIT | 全売却 |
| 43 | ASHR | Xtrackers Harvest Csi 300 Ch | — | NEW | 新規購入 |
| 44 | PLANUSD | Anaplan INC | — | EXIT | 全売却 |
| 45 | TREE | Lendingtree INC | — | NEW | 新規購入 |
| 46 | DOMO | Domo INC - Class B | — | EXIT | 全売却 |
| 47 | AVGO | Broadcom INC | — | EXIT | 全売却 |
| 48 | ZS | Zscaler INC | — | EXIT | 全売却 |
| 49 | MOBL | Mobileiron INC | — | NEW | 新規購入 |
| 50 | ✓ | Carbon Black INC | — | NEW | 新規購入 |