CIK: 0001652062
申告総資産額
$9.2億
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 42.04% | +2.51% | NEW | |
| 2 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 13.10% | — | -2.67% | |
| 3 | ZTO | Zto Express Cayman Inc-adr | 株式-その他 | 11.62% | — | -8.55% | |
| 4 | LITE | Lumentum Holdings INC | 株式-IT | 3.01% | — | — | |
| 5 | ACIA | Acacia Communications INC | 株式-その他 | 3.01% | — | -16.90% | |
| 6 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 2.41% | — | +18.33% | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 2.36% | — | — | |
| 8 | TEAM | Atlassian Corporation | 株式-IT | 2.21% | — | — | |
| 9 | MDB | Mongodb INC | 株式-IT | 1.94% | -1.21% | EXIT | |
| 10 | ROG | Rogers CORP | 株式-その他 | 1.79% | — | — | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.71% | -2.17% | EXIT | |
| 12 | MXL | Maxlinear INC | 株式-その他 | 1.71% | — | -44.32% | |
| 13 | ZS | Zscaler INC | 株式-IT | 1.64% | — | +197.77% | |
| 14 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.19% | — | — | |
| 15 | ✓ | Cree INC | 株式-その他 | 1.16% | — | -27.88% | |
| 16 | ANETEUR | Arista Networks INC | 株式-その他 | 1.07% | — | — | |
| 17 | OKTA | Okta INC | 株式-IT | 1.03% | — | — | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 1.01% | +1.17% | +222.24% | |
| 19 | AMD | Advanced Micro Devices | 株式-IT | 0.94% | +3.53% | NEW | |
| 20 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 0.88% | — | — | |
| 21 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.78% | -1.18% | EXIT | |
| 22 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.76% | — | +51.37% | |
| 23 | TWLO | Twilio INC - A | 株式-IT | 0.59% | — | -70.15% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | +4.18% | NEW | |
| 25 | GLOB | Globant S.A. | 株式-IT | 0.35% | — | — | |
| 26 | MOMOUSD | Momo Inc-spon Adr | 株式-その他 | 0.31% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.29% | — | -97.06% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.23% | — | — | |
| 29 | BILI | Bilibili Inc-sponsored Adr | 株式-その他 | 0.16% | — | — | |
| 30 | ON | On Semiconductor | 株式-IT | 0.10% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +32.4% | +172.04% | 増加 |
| 2 | ZTO | Zto Express Cayman Inc-adr | +4.6% | -8.55% | 減少 |
| 3 | CTRPUSD | Ctrip.com International-adr | +3.9% | -2.67% | 減少 |
| 4 | MDB | Mongodb INC | +1.7% | +286.18% | 増加 |
| 5 | ZS | Zscaler INC | +1.3% | +197.77% | 増加 |
| 6 | EDU | New Oriental Education & Technology Group Inc. | +1.3% | +18.33% | 増加 |
| 7 | ASML | ASML Holding N.V. | +0.9% | +222.24% | 増加 |
| 8 | ZEN1EUR | Zendesk INC | +0.5% | +51.37% | 増加 |
| 9 | ACIA | Acacia Communications INC | +0.5% | -16.90% | 減少 |
| 10 | ✓ | Cree INC | +0.2% | -27.88% | 減少 |
| 11 | MXL | Maxlinear INC | -0.2% | -44.32% | 減少 |
| 12 | AVGO | Broadcom INC | -0.4% | -49.60% | 減少 |
| 13 | TWLO | Twilio INC - A | -0.5% | -70.15% | 減少 |
| 14 | META | Meta Platforms Inc-class A | -3% | -91.92% | 減少 |
| 15 | MSFT | Microsoft CORP | -4.7% | -97.06% | 減少 |
| 16 | AMD | Advanced Micro Devices | -10.5% | -96.00% | 減少 |
| 17 | XLNXEUR | Xilinx INC | — | EXIT | 全売却 |
| 18 | PDD | Pdd Holdings INC | — | EXIT | 全売却 |
| 19 | ✓ | — | EXIT | 全売却 | |
| 20 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 21 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 22 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 23 | LITE | Lumentum Holdings INC | — | NEW | 新規購入 |
| 24 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 25 | TEAM | Atlassian Corporation | — | NEW | 新規購入 |
| 26 | OLED | Universal Display CORP | — | EXIT | 全売却 |
| 27 | ROG | Rogers CORP | — | NEW | 新規購入 |
| 28 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 29 | DXCM | Dexcom INC | — | NEW | 新規購入 |
| 30 | ADI | Analog Devices INC | — | EXIT | 全売却 |
| 31 | ANETEUR | Arista Networks INC | — | NEW | 新規購入 |
| 32 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 33 | OKTA | Okta INC | — | NEW | 新規購入 |
| 34 | TAL | Tal Education Group- Adr | — | NEW | 新規購入 |
| 35 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |
| 36 | GLOB | Globant S.A. | — | NEW | 新規購入 |
| 37 | MOMOUSD | Momo Inc-spon Adr | — | NEW | 新規購入 |
| 38 | LYFT | Lyft Inc-a | — | EXIT | 全売却 |
| 39 | ✓ | Puxin LTD | — | EXIT | 全売却 |
| 40 | NOK | Nokia Corp-spon Adr | — | EXIT | 全売却 |
| 41 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 42 | INTC | Intel CORP | — | EXIT | 全売却 |
| 43 | BILI | Bilibili Inc-sponsored Adr | — | NEW | 新規購入 |
| 44 | TIGR | Up Fintech Holding LTD - Adr | — | EXIT | 全売却 |
| 45 | ON | On Semiconductor | — | NEW | 新規購入 |