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 | LBTYA | Liberty Global Ltd. | 株式-その他 | 9.58% | — | +6.23% | |
| 2 | AVGO | Broadcom Inc. | 株式-IT | 9.31% | — | +7.38% | |
| 3 | EBAY | Ebay INC | 株式-一般消費財 | 9.08% | — | — | |
| 4 | NXPI | NXP Semiconductors N.V. | 株式-IT | 8.40% | — | -8.58% | |
| 5 | CHTR | Charter Communications, Inc. | 株式-通信サービス | 7.44% | — | +62.68% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 6.75% | — | — | |
| 7 | EQIX | Equinix INC | 株式-不動産 | 6.73% | — | -19.07% | |
| 8 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 6.41% | — | -5.42% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.29% | — | -10.44% | |
| 10 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 5.13% | — | +11.39% | |
| 11 | JD | Jd.com Inc-adr | 株式-一般消費財 | 4.78% | — | +143.36% | |
| 12 | CCOI | Cogent Communications Holdin | 株式-その他 | 4.68% | — | -5.48% | |
| 13 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 3.94% | — | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.32% | — | — | |
| 15 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 3.15% | — | +45.73% | |
| 16 | ON | On Semiconductor | 株式-IT | 3.04% | — | — | |
| 17 | EXPE | Expedia Group INC | 株式-一般消費財 | 2.96% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JD | Jd.com Inc-adr | +3.3% | +143.36% | 増加 |
| 2 | CHTR | Charter Communications, Inc. | +3% | +62.68% | 増加 |
| 3 | LBTYA | Liberty Global Ltd. | +2.1% | +6.23% | 増加 |
| 4 | AVGO | Broadcom Inc. | +2.1% | +7.38% | 増加 |
| 5 | ZBRA | Zebra Technologies Corp-cl A | +1.6% | -5.42% | 減少 |
| 6 | EBAY | Ebay INC | +1.5% | — | 変化なし |
| 7 | FLT1EUR | Fleetcor Technologies INC | +1.3% | +11.39% | 増加 |
| 8 | ZAYOEUR | Zayo Group Holdings INC | +1.1% | +45.73% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | -10.44% | 減少 |
| 10 | NXPI | NXP Semiconductors N.V. | +0.3% | -8.58% | 減少 |
| 11 | CCOI | Cogent Communications Holdin | +0.2% | -5.48% | 減少 |
| 12 | EQIX | Equinix INC | +0.1% | -19.07% | 減少 |
| 13 | AAPL | Apple INC | — | EXIT | 全売却 |
| 14 | RXT | Rackspace Technology, Inc. | — | EXIT | 全売却 |
| 15 | ADSK | Autodesk INC | — | EXIT | 全売却 |
| 16 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 17 | ✓ | Polycom | — | EXIT | 全売却 |
| 18 | CTRPUSD | Ctrip.com International-adr | — | NEW | 新規購入 |
| 19 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 20 | MSGS | Madison Square Garden Sports Corp. | — | EXIT | 全売却 |
| 21 | ON | On Semiconductor | — | NEW | 新規購入 |
| 22 | EXPE | Expedia Group INC | — | NEW | 新規購入 |
| 23 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 24 | VTY | Verint Systems INC | — | EXIT | 全売却 |
| 25 | SFLY | Shutterfly LLC | — | EXIT | 全売却 |
| 26 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 27 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 28 | PFPT | Proofpoint INC | — | EXIT | 全売却 |