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 | MSFT | Microsoft CORP | 株式-IT | 15.07% | — | -85.08% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 13.31% | — | — | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 11.39% | — | — | |
| 4 | INTC | Intel CORP | 株式-IT | 10.85% | — | -16.82% | |
| 5 | CHTR | Charter Communications, Inc. | 株式-通信サービス | 10.61% | — | +55.01% | |
| 6 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 9.92% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.34% | — | +69.87% | |
| 8 | CCOI | Cogent Communications Holdin | 株式-その他 | 6.24% | — | — | |
| 9 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 4.07% | — | — | |
| 10 | DATA | Tableau Software Inc-cl A | 株式-その他 | 3.19% | — | +62.28% | |
| 11 | AVGO | Broadcom Inc. | 株式-IT | 3.04% | — | — | |
| 12 | ✓ | Ellie Mae INC Com | 株式-その他 | 2.97% | — | -48.62% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications, Inc. | +7.5% | +55.01% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +6.8% | +69.87% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +6.4% | — | 変化なし |
| 4 | PYPL | Paypal Holdings INC | +6% | — | 変化なし |
| 5 | INTC | Intel CORP | +3.8% | -16.82% | 減少 |
| 6 | CCOI | Cogent Communications Holdin | +3.4% | — | 変化なし |
| 7 | DATA | Tableau Software Inc-cl A | +1.2% | +62.28% | 増加 |
| 8 | ✓ | Ellie Mae INC Com | +1% | -48.62% | 減少 |
| 9 | MSFT | Microsoft CORP | -36.3% | -85.08% | 減少 |
| 10 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 11 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 12 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 13 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 14 | ZAYOEUR | Zayo Group Holdings INC | — | NEW | 新規購入 |
| 15 | JD | Jd.com Inc-adr | — | EXIT | 全売却 |
| 16 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 17 | CTRPUSD | Ctrip.com International-adr | — | EXIT | 全売却 |
| 18 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |
| 19 | ✓ | Qunar Cayman Is LTD | — | EXIT | 全売却 |