CIK: 0001755784
申告総資産額
$1.3億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 18.42% | +1.15% | -5.21% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 17.44% | -1.62% | -1.59% | |
| 3 | CRM | Salesforce INC | 株式-IT | 12.41% | -0.90% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 10.09% | +1.80% | +2.78% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 9.42% | — | +30.86% | |
| 6 | DASH | Doordash INC - A | 株式-一般消費財 | 8.98% | -1.03% | +106.19% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.59% | -3.06% | — | |
| 8 | HUBS | Hubspot INC | 株式-IT | 5.08% | — | +70.42% | |
| 9 | MELI | Mercadolibre INC | 株式-一般消費財 | 3.29% | +0.42% | — | |
| 10 | OKTA | Okta INC | 株式-IT | 3.17% | — | +63.64% | |
| 11 | WDAY | Workday Inc-class A | 株式-IT | 1.35% | -2.32% | — | |
| 12 | TWTRUSD | Twitter INC | 株式-その他 | 1.13% | — | -30.91% | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 0.64% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DASH | Doordash INC - A | +5% | +106.19% | 増加 |
| 2 | HUBS | Hubspot INC | +2.2% | +70.42% | 増加 |
| 3 | OKTA | Okta INC | +1% | +63.64% | 増加 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +30.86% | 増加 |
| 5 | NFLX | Netflix INC | -0.1% | — | 変化なし |
| 6 | WDAY | Workday Inc-class A | -0.4% | — | 変化なし |
| 7 | MSFT | Microsoft CORP | -0.5% | +2.78% | 増加 |
| 8 | MELI | Mercadolibre INC | -0.6% | — | 変化なし |
| 9 | TWTRUSD | Twitter INC | -0.8% | -30.91% | 減少 |
| 10 | CRM | Salesforce INC | -0.9% | — | 変化なし |
| 11 | AMZN | Amazon.com INC | -1% | — | 変化なし |
| 12 | GOOGL | Alphabet Inc-cl A | -1.1% | -1.59% | 減少 |
| 13 | META | Meta Platforms Inc-class A | -2% | -5.21% | 減少 |
| 14 | WWD | Woodward INC | — | EXIT | 全売却 |