CIK: 0001558971
申告総資産額
$2.4億
| # | 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 | NXPI | NXP Semiconductors N.V. | 株式-IT | 8.15% | — | +15.27% | |
| 2 | EBAY | Ebay INC | 株式-一般消費財 | 7.55% | — | +21.18% | |
| 3 | LBTYA | Liberty Global Ltd. | 株式-その他 | 7.45% | — | +17.19% | |
| 4 | AVGO | Broadcom Inc. | 株式-IT | 7.19% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 6.72% | — | — | |
| 6 | EQIX | Equinix INC | 株式-不動産 | 6.62% | — | — | |
| 7 | RXT | Rackspace Technology, Inc. | 株式-その他 | 6.10% | — | -2.91% | |
| 8 | ADSK | Autodesk INC | 株式-IT | 5.97% | — | +31.87% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.92% | — | +8.11% | |
| 10 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 4.80% | — | -7.00% | |
| 11 | CCOI | Cogent Communications Holdin | 株式-その他 | 4.49% | — | -7.00% | |
| 12 | CHTR | Charter Communications, Inc. | 株式-通信サービス | 4.48% | — | — | |
| 13 | ✓ | Polycom | 株式-その他 | 4.25% | — | -12.07% | |
| 14 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 3.87% | — | +35.27% | |
| 15 | MSGS | Madison Square Garden Sports Corp. | 株式-通信サービス | 2.86% | — | -35.99% | |
| 16 | TWTRUSD | Twitter INC | 株式-その他 | 2.49% | — | — | |
| 17 | VTY | Verint Systems INC | 株式-その他 | 2.25% | — | — | |
| 18 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 2.04% | — | +73.62% | |
| 19 | SFLY | Shutterfly LLC | 株式-その他 | 2.04% | — | — | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 1.51% | — | — | |
| 21 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.47% | — | — | |
| 22 | WDAY | Workday Inc-class A | 株式-IT | 1.43% | — | — | |
| 23 | PFPT | Proofpoint INC | 株式-その他 | 1.35% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NXPI | NXP Semiconductors N.V. | +1.9% | +15.27% | 増加 |
| 2 | FLT1EUR | Fleetcor Technologies INC | +0.6% | +35.27% | 増加 |
| 3 | ADSK | Autodesk INC | +0.6% | +31.87% | 増加 |
| 4 | ZAYOEUR | Zayo Group Holdings INC | +0.6% | +73.62% | 増加 |
| 5 | EBAY | Ebay INC | +0.5% | +21.18% | 増加 |
| 6 | LBTYA | Liberty Global Ltd. | +0.3% | +17.19% | 増加 |
| 7 | META | Meta Platforms Inc-class A | -0.1% | +8.11% | 増加 |
| 8 | ZBRA | Zebra Technologies Corp-cl A | -0.3% | -7.00% | 減少 |
| 9 | RXT | Rackspace Technology, Inc. | -0.5% | -2.91% | 減少 |
| 10 | CCOI | Cogent Communications Holdin | -1.1% | -7.00% | 減少 |
| 11 | ✓ | Polycom | -1.4% | -12.07% | 減少 |
| 12 | MSGS | Madison Square Garden Sports Corp. | -1.8% | -35.99% | 減少 |
| 13 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |
| 14 | AAPL | Apple INC | — | NEW | 新規購入 |
| 15 | EQIX | Equinix INC | — | NEW | 新規購入 |
| 16 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 17 | EQIX | Equinix INC Reit | — | EXIT | 全売却 |
| 18 | CHTR | Charter Communications, Inc. | — | NEW | 新規購入 |
| 19 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 20 | DISH | Dish Network Corp-a | — | EXIT | 全売却 |
| 21 | EXPE | Expedia Group INC | — | EXIT | 全売却 |
| 22 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 23 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 24 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 25 | VTY | Verint Systems INC | — | NEW | 新規購入 |
| 26 | SFLY | Shutterfly LLC | — | NEW | 新規購入 |
| 27 | ✓ | Solarwinds INC | — | EXIT | 全売却 |
| 28 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 29 | JD | Jd.com Inc-adr | — | NEW | 新規購入 |
| 30 | WDAY | Workday Inc-class A | — | NEW | 新規購入 |
| 31 | PFPT | Proofpoint INC | — | NEW | 新規購入 |