CIK: 0001276918
申告総資産額
$34.8億
| # | 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 | TSLA | Tesla INC | 株式-一般消費財 | 6.04% | — | -2.39% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.97% | -0.55% | -11.76% | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 4.39% | — | -14.16% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.36% | — | -28.40% | |
| 5 | GOOG | Alphabet A | 株式-通信サービス | 4.19% | — | -7.05% | |
| 6 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 3.96% | — | -17.14% | |
| 7 | ✓ | Linkedin CORP | 株式-その他 | 3.60% | — | -1.57% | |
| 8 | PRAA | PRA Group, Inc. | 株式-その他 | 3.51% | — | -3.28% | |
| 9 | ✓ | 株式-その他 | 3.12% | — | -7.95% | ||
| 10 | Z | Zillow Group, Inc. | 株式-通信サービス | 2.97% | — | -7.19% | |
| 11 | GE | GE Aerospace | 株式-資本財 | 2.56% | — | +1.31% | |
| 12 | BFH | Bread Financial Holdings INC | 株式-金融 | 2.48% | — | -12.66% | |
| 13 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 2.47% | — | -13.87% | |
| 14 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.34% | — | -8.67% | |
| 15 | ✓ | 株式-その他 | 2.30% | — | -32.83% | ||
| 16 | MDSOEUR | Medidata Solutions INC | 株式-その他 | 2.30% | — | +77.22% | |
| 17 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.30% | — | -6.23% | |
| 18 | CELG | Celgene CORP | 株式-その他 | 2.21% | — | -8.13% | |
| 19 | YELP | Yelp INC | 株式-その他 | 2.19% | — | -0.55% | |
| 20 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 2.17% | — | -9.13% | |
| 21 | ✓ | Pandora Media INC | 株式-その他 | 2.03% | — | +0.15% | |
| 22 | FRCB | First Republic Bank/ca | 株式-金融 | 1.98% | — | +74.47% | |
| 23 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.97% | — | — | |
| 24 | EBAY | Ebay INC | 株式-一般消費財 | 1.92% | — | -3.54% | |
| 25 | ✓ | Financial Engines INC Com | 株式-その他 | 1.91% | — | -16.40% | |
| 26 | ✓ | Homeaway INC | 株式-その他 | 1.87% | — | -6.06% | |
| 27 | PCAR | Paccar INC | 株式-資本財 | 1.82% | — | -9.19% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.75% | — | -27.00% | |
| 29 | ✓ | 株式-その他 | 1.62% | — | -8.05% | ||
| 30 | DRCEUR | Dresser-rand Group INC | 株式-その他 | 1.60% | — | -9.75% | |
| 31 | FFIV | F5 INC | 株式-IT | 1.55% | — | -46.29% | |
| 32 | FTI | TechnipFMC plc | 株式-エネルギー | 1.47% | — | -11.00% | |
| 33 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.45% | — | -10.87% | |
| 34 | ✓ | Salix Pharmaceuticals INC | 株式-その他 | 1.41% | — | -11.52% | |
| 35 | GTLS | Chart Industries INC | 株式-資本財 | 1.35% | — | +8.53% | |
| 36 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.20% | — | -49.66% | |
| 37 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 1.07% | — | +43.74% | |
| 38 | ✓ | Vince Holding CORP | 株式-その他 | 1.00% | — | — | |
| 39 | SPLKCHF | Splunk INC | 株式-その他 | 0.94% | — | -7.12% | |
| 40 | ✓ | Xoom CORP | 株式-その他 | 0.86% | — | — | |
| 41 | ✓ | Atwood Oceanics INC | 株式-その他 | 0.82% | — | -8.08% | |
| 42 | RKLB | Rocket Lab Corporation | 株式-資本財 | 0.79% | — | +711.86% | |
| 43 | NOW | Servicenow INC | 株式-IT | 0.77% | — | — | |
| 44 | ✓ | Ipc THE Hospitalist Co INC Com | 株式-その他 | 0.63% | — | -7.33% | |
| 45 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.62% | — | -8.24% | |
| 46 | WDAY | Workday Inc-class A | 株式-IT | 0.46% | — | -7.52% | |
| 47 | MITK | Mitek Systems INC | 株式-その他 | 0.34% | — | -7.87% | |
| 48 | DATA | Tableau Software Inc-cl A | 株式-その他 | 0.06% | — | +86.26% | |
| 49 | AAPL | Apple INC | 株式-IT | 0.04% | +0.63% | -0.52% | |
| 50 | TWTRUSD | Twitter INC | 株式-その他 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FRCB | First Republic Bank/ca | +1% | +74.47% | 増加 |
| 2 | GOOG | Alphabet A | +0.7% | -7.05% | 減少 |
| 3 | RKLB | Rocket Lab Corporation | +0.7% | +711.86% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.6% | -11.76% | 減少 |
| 5 | VIPS | Vipshop Holdings LTD - Adr | +0.6% | +43.74% | 増加 |
| 6 | ✓ | Homeaway INC | +0.5% | -6.06% | 減少 |
| 7 | GE | GE Aerospace | +0.5% | +1.31% | 増加 |
| 8 | SCHW | Schwab (charles) CORP | +0.4% | -6.23% | 減少 |
| 9 | ✓ | +0.3% | -7.95% | 減少 | |
| 10 | ✓ | Salix Pharmaceuticals INC | +0.3% | -11.52% | 減少 |
| 11 | BFH | Bread Financial Holdings INC | +0.2% | -12.66% | 減少 |
| 12 | MDSOEUR | Medidata Solutions INC | +0.2% | +77.22% | 増加 |
| 13 | CTSH | Cognizant Tech Solutions-a | +0.2% | -13.87% | 減少 |
| 14 | NFLX | Netflix INC | +0.2% | -14.16% | 減少 |
| 15 | ✓ | Pandora Media INC | +0.2% | +0.15% | 増加 |
| 16 | YELP | Yelp INC | +0.1% | -0.55% | 減少 |
| 17 | NOW | Servicenow INC | +0.1% | — | 変化なし |
| 18 | SPLKCHF | Splunk INC | +0.1% | -7.12% | 減少 |
| 19 | ✓ | Ipc THE Hospitalist Co INC Com | +0.1% | -7.33% | 減少 |
| 20 | DATA | Tableau Software Inc-cl A | 0% | +86.26% | 増加 |
| 21 | ✓ | Financial Engines INC Com | 0% | -16.40% | 減少 |
| 22 | PCAR | Paccar INC | 0% | -9.19% | 減少 |
| 23 | WDAY | Workday Inc-class A | 0% | -7.52% | 減少 |
| 24 | VRTX | Vertex Pharmaceuticals INC | -0.1% | -8.24% | 減少 |
| 25 | EBAY | Ebay INC | -0.1% | -3.54% | 減少 |
| 26 | ✓ | Atwood Oceanics INC | -0.1% | -8.08% | 減少 |
| 27 | BKNG | Booking Hldgs INC | -0.1% | -17.14% | 減少 |
| 28 | DRCEUR | Dresser-rand Group INC | -0.2% | -9.75% | 減少 |
| 29 | GTLS | Chart Industries INC | -0.2% | +8.53% | 増加 |
| 30 | PXDEUR | Pioneer Natural Resources Co | -0.2% | -9.13% | 減少 |
| 31 | FTI | TechnipFMC plc | -0.3% | -11.00% | 減少 |
| 32 | Z | Zillow Group, Inc. | -0.3% | -7.19% | 減少 |
| 33 | QCOM | Qualcomm INC | -0.4% | -27.00% | 減少 |
| 34 | ✓ | Linkedin CORP | -0.5% | -1.57% | 減少 |
| 35 | LULU | Lululemon Athletica INC | -0.5% | -10.87% | 減少 |
| 36 | PRAA | PRA Group, Inc. | -0.5% | -3.28% | 減少 |
| 37 | CMG | Chipotle Mexican Grill INC | -0.7% | -49.66% | 減少 |
| 38 | MELI | Mercadolibre INC | -0.8% | -8.67% | 減少 |
| 39 | ✓ | -1% | -32.83% | 減少 | |
| 40 | FFIV | F5 INC | -1.1% | -46.29% | 減少 |
| 41 | META | Meta Platforms Inc-class A | -1.1% | -28.40% | 減少 |
| 42 | TSLA | Tesla INC | -1.8% | -2.39% | 減少 |
| 43 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 44 | DECK | Deckers Outdoor CORP | — | EXIT | 全売却 |
| 45 | ✓ | Vince Holding CORP | — | NEW | 新規購入 |
| 46 | ✓ | Xoom CORP | — | NEW | 新規購入 |
| 47 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 48 | FEYECHF | Mandiant INC | — | NEW | 新規購入 |
| 49 | CRTO | Criteo Sa-spon Adr | — | NEW | 新規購入 |
| 50 | MSFT | Microsoft CORP | — | EXIT | 全売却 |