CIK: 0001167483
申告総資産額
$228.5億
| # | 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 | NFLX | Netflix INC | 株式-通信サービス | 22.88% | +0.26% | +600.00% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 20.13% | +1.34% | +327.52% | |
| 3 | JD | Jd.com Inc-adr | 株式-一般消費財 | 18.46% | — | -18.02% | |
| 4 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 7.74% | — | +47.36% | |
| 5 | ✓ | Restoration Hardware Hldgs I | 株式-その他 | 3.67% | — | — | |
| 6 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 3.61% | — | +15.77% | |
| 7 | ATHM | Autohome Inc-adr | 株式-その他 | 3.50% | — | — | |
| 8 | TDG | Transdigm Group INC | 株式-資本財 | 3.19% | — | -2.81% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.74% | — | -65.32% | |
| 10 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 2.47% | — | — | |
| 11 | DATA | Tableau Software Inc-cl A | 株式-その他 | 2.31% | — | — | |
| 12 | ETSY | Etsy INC | 株式-一般消費財 | 1.69% | — | — | |
| 13 | ✓ | Time Warner Cable INC | 株式-その他 | 1.28% | — | — | |
| 14 | GME | Gamestop Corp-class A | 株式-一般消費財 | 0.89% | — | — | |
| 15 | ONDK | On Deck Capital INC | 株式-その他 | 0.84% | — | — | |
| 16 | SPLKCHF | Splunk INC | 株式-その他 | 0.74% | — | — | |
| 17 | ✓ | Kate Spade & Company | 株式-その他 | 0.74% | — | -49.60% | |
| 18 | CHTR | Charter Communications, Inc. | 株式-通信サービス | 0.68% | — | -21.82% | |
| 19 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 0.51% | — | — | |
| 20 | ✓ | Eros Intl PLC | 株式-その他 | 0.40% | — | — | |
| 21 | ✓ | Vasco Data Securit Usd 0.001 Com | 株式-その他 | 0.33% | — | -18.43% | |
| 22 | ANETEUR | Arista Networks INC | 株式-その他 | 0.30% | — | — | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.25% | — | — | |
| 24 | FITEUR | Fitbit INC - A | 株式-その他 | 0.23% | — | — | |
| 25 | FEYECHF | Mandiant INC | 株式-その他 | 0.08% | — | — | |
| 26 | ✓ | Hortonworks, Inc. | 株式-その他 | 0.07% | — | — | |
| 27 | ✓ | Yodlee INC | 株式-その他 | 0.07% | — | — | |
| 28 | ✓ | Ehi Car Svcs LTD | 株式-その他 | 0.05% | — | — | |
| 29 | LCEUR | Happen INC | 株式-その他 | 0.04% | — | — | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.04% | — | -37.53% | |
| 31 | SHOP | Shopify INC - Class A | 株式-IT | 0.03% | — | — | |
| 32 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.02% | -1.82% | EXIT | |
| 33 | ✓ | Idreamsky Technology Limited | 株式-その他 | 0.01% | — | — | |
| 34 | NEWREUR | New Relic INC | 株式-その他 | 0.01% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +16.8% | +327.52% | 増加 |
| 2 | NFLX | Netflix INC | +5.6% | +600.00% | 増加 |
| 3 | FLT1EUR | Fleetcor Technologies INC | +2.8% | +47.36% | 増加 |
| 4 | ✓ | Restoration Hardware Hldgs I | +0.5% | — | 変化なし |
| 5 | TDG | Transdigm Group INC | +0.3% | -2.81% | 減少 |
| 6 | ETSY | Etsy INC | +0.3% | — | 変化なし |
| 7 | VIPS | Vipshop Holdings LTD - Adr | +0.2% | +15.77% | 増加 |
| 8 | GME | Gamestop Corp-class A | +0.1% | — | 変化なし |
| 9 | PPC | Pilgrim's Pride CORP | 0% | — | 変化なし |
| 10 | ONDK | On Deck Capital INC | 0% | — | 変化なし |
| 11 | FITEUR | Fitbit INC - A | 0% | — | 変化なし |
| 12 | ✓ | Yodlee INC | 0% | — | 変化なし |
| 13 | IBM | Intl Business Machines CORP | 0% | — | 変化なし |
| 14 | SHOP | Shopify INC - Class A | 0% | — | 変化なし |
| 15 | ✓ | Ehi Car Svcs LTD | — | — | 変化なし |
| 16 | ✓ | Hortonworks, Inc. | — | — | 変化なし |
| 17 | LCEUR | Happen INC | — | — | 変化なし |
| 18 | VEEV | Veeva Systems Inc-class A | — | — | 変化なし |
| 19 | ✓ | Idreamsky Technology Limited | — | — | 変化なし |
| 20 | NEWREUR | New Relic INC | — | — | 変化なし |
| 21 | FEYECHF | Mandiant INC | 0% | — | 変化なし |
| 22 | CHTR | Charter Communications, Inc. | 0% | -21.82% | 減少 |
| 23 | SPLKCHF | Splunk INC | 0% | — | 変化なし |
| 24 | BABA | Alibaba Group Holding-sp Adr | 0% | -37.53% | 減少 |
| 25 | ✓ | Vasco Data Securit Usd 0.001 Com | -0.3% | -18.43% | 減少 |
| 26 | DATA | Tableau Software Inc-cl A | -0.5% | — | 変化なし |
| 27 | ✓ | Kate Spade & Company | -0.6% | -49.60% | 減少 |
| 28 | ATHM | Autohome Inc-adr | -1% | — | 変化なし |
| 29 | MA | Mastercard INC - A | -4.1% | -65.32% | 減少 |
| 30 | JD | Jd.com Inc-adr | -6% | -18.02% | 減少 |
| 31 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 32 | ZG | Zillow Group INC - A | — | EXIT | 全売却 |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | — | NEW | 新規購入 |
| 34 | USA | Liberty All-Star Equity Fund | — | EXIT | 全売却 |
| 35 | WUBAUSD | 58.com Inc-adr | — | EXIT | 全売却 |
| 36 | LBRDK | Liberty Broadband-c | — | EXIT | 全売却 |
| 37 | TRIP | Tripadvisor INC | — | EXIT | 全売却 |
| 38 | ✓ | Time Warner Cable INC | — | NEW | 新規購入 |
| 39 | V | Visa Inc-class A Shares | — | EXIT | 全売却 |
| 40 | TNET | Trinet Group INC | — | EXIT | 全売却 |
| 41 | ✓ | Eros Intl PLC | — | NEW | 新規購入 |
| 42 | ANETEUR | Arista Networks INC | — | NEW | 新規購入 |
| 43 | IPXLEUR | Impax Laboratories INC | — | EXIT | 全売却 |
| 44 | DOORUSD | Masonite International CORP | — | EXIT | 全売却 |