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 | 6.62% | — | +2.48% | |
| 2 | ✓ | Linkedin CORP | 株式-その他 | 5.29% | — | +1.89% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.57% | -0.55% | +3.91% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.51% | — | +4.18% | |
| 5 | CELG | Celgene CORP | 株式-その他 | 4.48% | — | -1.48% | |
| 6 | NFLX | Netflix INC | 株式-通信サービス | 4.43% | — | +16.53% | |
| 7 | ZG | Zillow Group INC - A | 株式-通信サービス | 3.94% | — | — | |
| 8 | PRAA | Pra Group INC | 株式-その他 | 3.90% | — | +2.21% | |
| 9 | XPO | Xpo INC | 株式-資本財 | 3.87% | — | +4.71% | |
| 10 | GOOG | Alphabet A | 株式-通信サービス | 3.27% | — | -5.18% | |
| 11 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.15% | — | +25.21% | |
| 12 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 3.10% | — | -10.30% | |
| 13 | BFH | Bread Financial Holdings INC | 株式-金融 | 2.95% | — | +2.78% | |
| 14 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.94% | — | +0.19% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.86% | — | +92.14% | |
| 16 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.58% | — | +2.38% | |
| 17 | MDSOEUR | Medidata Solutions INC | 株式-その他 | 2.48% | — | +7.11% | |
| 18 | YELP | Yelp INC | 株式-その他 | 2.30% | — | +20.27% | |
| 19 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 2.25% | — | +893.71% | |
| 20 | ✓ | 株式-その他 | 2.14% | — | -33.31% | ||
| 21 | ✓ | Homeaway INC | 株式-その他 | 2.10% | — | +16.89% | |
| 22 | PANW | Palo Alto Networks INC | 株式-IT | 1.98% | -0.74% | +1.79% | |
| 23 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.96% | — | +9.13% | |
| 24 | ✓ | Pandora Media INC | 株式-その他 | 1.87% | — | +7.95% | |
| 25 | FRCB | First Republic Bank/ca | 株式-金融 | 1.85% | — | +4.24% | |
| 26 | ✓ | Salix Pharmaceuticals INC | 株式-その他 | 1.84% | — | -0.79% | |
| 27 | ✓ | 株式-その他 | 1.76% | — | -27.46% | ||
| 28 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.72% | — | -16.22% | |
| 29 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.69% | — | -3.99% | |
| 30 | NOW | Servicenow INC | 株式-IT | 1.55% | — | +26.30% | |
| 31 | SPLKCHF | Splunk INC | 株式-その他 | 1.51% | — | +20.82% | |
| 32 | TWTRUSD | Twitter INC | 株式-その他 | 1.29% | — | -1.84% | |
| 33 | ✓ | 株式-その他 | 1.28% | — | -16.06% | ||
| 34 | ✓ | Xoom CORP | 株式-その他 | 1.07% | — | +14.93% | |
| 35 | ✓ | Qihoo 360 Technology Co LTD | 株式-その他 | 1.06% | — | +16.32% | |
| 36 | ✓ | Vince Holding CORP | 株式-その他 | 0.88% | — | +2.50% | |
| 37 | MBLY | Mobileye Global Inc. | 株式-その他 | 0.52% | — | +96.16% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.22% | — | +1026.71% | |
| 39 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.19% | — | — | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.17% | — | — | |
| 41 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.13% | — | — | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.12% | — | — | |
| 43 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.11% | — | — | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.11% | — | +552.92% | |
| 45 | BIIB | Biogen INC | 株式-ヘルスケア | 0.10% | — | — | |
| 46 | CRTO | Criteo Sa-spon Adr | 株式-その他 | 0.10% | — | +31.98% | |
| 47 | DATA | Tableau Software Inc-cl A | 株式-その他 | 0.10% | — | -8.19% | |
| 48 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.09% | — | — | |
| 49 | ✓ | 株式-その他 | 0.09% | — | — | ||
| 50 | ASML | ASML Holding N.V. | 株式-IT | 0.09% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +1.6% | +92.14% | 増加 |
| 2 | SCHW | Schwab (charles) CORP | +0.7% | +25.21% | 増加 |
| 3 | CELG | Celgene CORP | +0.7% | -1.48% | 減少 |
| 4 | ✓ | Linkedin CORP | +0.7% | +1.89% | 増加 |
| 5 | XPO | Xpo INC | +0.5% | +4.71% | 増加 |
| 6 | PRAA | Pra Group INC | +0.5% | +2.21% | 増加 |
| 7 | NOW | Servicenow INC | +0.5% | +26.30% | 増加 |
| 8 | BFH | Bread Financial Holdings INC | +0.5% | +2.78% | 増加 |
| 9 | MELI | Mercadolibre INC | +0.5% | +2.38% | 増加 |
| 10 | PANW | Palo Alto Networks INC | +0.4% | +1.79% | 増加 |
| 11 | MDSOEUR | Medidata Solutions INC | +0.4% | +7.11% | 増加 |
| 12 | SPLKCHF | Splunk INC | +0.4% | +20.82% | 増加 |
| 13 | CMG | Chipotle Mexican Grill INC | +0.2% | +9.13% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +1026.71% | 増加 |
| 15 | LULU | Lululemon Athletica INC | +0.2% | -16.22% | 減少 |
| 16 | FRCB | First Republic Bank/ca | +0.2% | +4.24% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +4.18% | 増加 |
| 18 | MBLY | Mobileye Global Inc. | +0.2% | +96.16% | 増加 |
| 19 | SLB | Slb LTD | +0.1% | +552.92% | 増加 |
| 20 | ✓ | Xoom CORP | -0.1% | +14.93% | 増加 |
| 21 | MITK | Mitek Systems INC | -0.1% | -81.49% | 減少 |
| 22 | ✓ | Google INC Class C | -0.1% | -48.55% | 減少 |
| 23 | ✓ | Vince Holding CORP | -0.1% | +2.50% | 増加 |
| 24 | ✓ | -0.2% | -16.06% | 減少 | |
| 25 | TSLA | Tesla INC | -0.3% | +2.48% | 増加 |
| 26 | GILD | Gilead Sciences INC | -0.3% | +0.19% | 増加 |
| 27 | BKNG | Booking Hldgs INC | -0.4% | -10.30% | 減少 |
| 28 | ✓ | Pandora Media INC | -0.4% | +7.95% | 増加 |
| 29 | ✓ | -0.4% | -33.31% | 減少 | |
| 30 | GOOG | Alphabet A | -0.5% | -5.18% | 減少 |
| 31 | NFLX | Netflix INC | -0.5% | +16.53% | 増加 |
| 32 | TWTRUSD | Twitter INC | -0.6% | -1.84% | 減少 |
| 33 | ✓ | -0.6% | -27.46% | 減少 | |
| 34 | PXDEUR | Pioneer Natural Resources Co | -0.6% | -3.99% | 減少 |
| 35 | ✓ | Salix Pharmaceuticals INC | -0.6% | -0.79% | 減少 |
| 36 | ZG | Zillow Group INC - A | — | NEW | 新規購入 |
| 37 | Z | Zillow Group, Inc. | — | EXIT | 全売却 |
| 38 | ✓ | Financial Engines INC Com | — | EXIT | 全売却 |
| 39 | APAM | Artisan Partners Asset Ma -a | — | EXIT | 全売却 |
| 40 | ✓ | Ipc THE Hospitalist Co INC Com | — | EXIT | 全売却 |
| 41 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 42 | LAB | Standard Biotools INC | — | EXIT | 全売却 |
| 43 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 44 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 45 | REGN | Regeneron Pharmaceuticals | — | NEW | 新規購入 |
| 46 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 47 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新規購入 |
| 48 | BIIB | Biogen INC | — | NEW | 新規購入 |
| 49 | BMRN | Biomarin Pharmaceutical INC | — | NEW | 新規購入 |
| 50 | ✓ | — | NEW | 新規購入 |