CIK: 0001635999
申告総資産額
$7.6億
| # | 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 | ✓ | Spdr S&p 500 ETF Tr | ETF-大型株・グロース | 17.23% | — | — | |
| 2 | PODD | Insulet CORP | 株式-ヘルスケア | 13.08% | — | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 10.17% | +0.03% | -14.34% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.76% | +1.94% | — | |
| 5 | HLF | Herbalife Ltd. | 株式-その他 | 7.61% | — | -18.55% | |
| 6 | FTV | Fortive CORP | 株式-IT | 7.28% | — | +35.27% | |
| 7 | STMP | Stamps.com INC | 株式-その他 | 7.16% | — | — | |
| 8 | DBX | Dropbox Inc-class A | 株式-IT | 5.12% | — | — | |
| 9 | PANW | Palo Alto Networks INC | 株式-IT | 4.62% | — | — | |
| 10 | JD | Jd.com Inc-adr | 株式-一般消費財 | 4.29% | — | -45.19% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 2.89% | — | — | |
| 12 | BSTIN | Best INC - Adr | 株式-その他 | 2.70% | — | — | |
| 13 | DDD | 3d Systems CORP | 株式-その他 | 2.19% | — | +269.07% | |
| 14 | SSYS | Stratasys Ltd. | 株式-その他 | 2.18% | — | — | |
| 15 | FOSL | Fossil Group INC | 株式-その他 | 1.25% | — | — | |
| 16 | ASNAEUR | Ascena Retail Group INC | 株式-その他 | 1.04% | — | — | |
| 17 | OASEUR | Oasis Petroleum INC | 株式-その他 | 0.99% | — | -71.54% | |
| 18 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.44% | — | -80.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PODD | Insulet CORP | +2.1% | — | 変化なし |
| 2 | FTV | Fortive CORP | +2% | +35.27% | 増加 |
| 3 | DDD | 3d Systems CORP | +1.7% | +269.07% | 増加 |
| 4 | AMZN | Amazon.com INC | +1.4% | — | 変化なし |
| 5 | HLF | Herbalife Ltd. | +0.8% | -18.55% | 減少 |
| 6 | BSTIN | Best INC - Adr | +0.2% | — | 変化なし |
| 7 | BABA | Alibaba Group Holding-sp Adr | -1.6% | -14.34% | 減少 |
| 8 | QSR | Restaurant Brands Intern | -2.1% | -80.25% | 減少 |
| 9 | OASEUR | Oasis Petroleum INC | -2.8% | -71.54% | 減少 |
| 10 | JD | Jd.com Inc-adr | -4.2% | -45.19% | 減少 |
| 11 | ✓ | Spdr S&p 500 ETF Tr | — | NEW | 新規購入 |
| 12 | META | Meta Platforms, Inc. | — | EXIT | 全売却 |
| 13 | BABA | Alibaba Group Holding Limited | — | EXIT | 全売却 |
| 14 | STMP | Stamps.com INC | — | NEW | 新規購入 |
| 15 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 16 | HLF | Herbalife Ltd. | — | EXIT | 全売却 |
| 17 | DBX | Dropbox Inc-class A | — | NEW | 新規購入 |
| 18 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 19 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 20 | SSYS | Stratasys Ltd. | — | NEW | 新規購入 |
| 21 | MDXG | Mimedx Group INC | — | EXIT | 全売却 |
| 22 | FOSL | Fossil Group INC | — | NEW | 新規購入 |
| 23 | ASNAEUR | Ascena Retail Group INC | — | NEW | 新規購入 |
| 24 | HTT | High Templar Tech Limited | — | EXIT | 全売却 |