| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 165 | 702,120 | NVDA, GOOGL, META, CMG | 13F-HR | 3/3/2025 | 000136472525000002 |
| Q3 2024 | 164 | 694,186 | NVDA, PGR, META, NVO | 13F-HR | 1/16/2025 | 000136472525000001 |
| Q2 2024 | 158 | 665,195 | NVDA, NVO, PGR, ISTB | 13F-HR | 9/6/2024 | 000136472524000008 |
| Q1 2024 | 153 | 660,858 | NVDA, NVO, CMG, META | 13F-HR | 5/20/2024 | 000136472524000006 |
| Q4 2023 | 151 | 642,067 | NVDA, NVO, CMG, META | 13F-HR | 2/23/2024 | 000136472524000002 |
| Q3 2023 | 144 | 524,930 | NVDA, NVO, ISTB, GOOGL | 13F-HR | 5/17/2024 | 000136472524000005 |
| Q2 2023 | 154 | 535,319 | NVDA, CMG, AAPL, SNPS | 13F-HR | 5/17/2024 | 000136472524000004 |
| Q1 2023 | 146 | 504,701 | ISTB, SNPS, GOOGL, AAPL | 13F-HR | 5/17/2024 | 000136472524000003 |
| Q4 2022 | 149 | 504,136 | ISTB, TSCO, PGR, SNPS | 13F-HR | 2/10/2023 | 000136472523000002 |
| Q3 2022 | 149 | 474,452 | PGR, AAPL, TSCO, UNH | 13F-HR | 11/2/2022 | 000136472522000009 |
| Q2 2022 | 147 | 481,832 | AAPL, PGR, NVO, TSCO | 13F-HR | 7/11/2022 | 000136472522000008 |
| Q1 2022 | 148 | 537,281 | AAPL, NVO, TSCO, EW | 13F-HR | 4/12/2022 | 000136472522000007 |
| Q4 2021 | 147 | 535,781 | AAPL, TSCO, GOOGL, MBB | 13F-HR | 1/26/2022 | 000136472522000001 |
| Q3 2021 | 161 | 643,180 | TSCO, GOOGL, AAPL, CMG | 13F-HR | 11/8/2021 | 000136472521000006 |
| Q2 2021 | 161 | 614,673 | CMG, AAPL, NKE, GOOGL | 13F-HR | 8/9/2021 | 000136472521000005 |
| Q1 2021 | 159 | 557,775 | TSCO, AAPL, MBB, GOOGL | 13F-HR | 5/11/2021 | 000136472521000004 |
| Q4 2020 | 163 | 541,608 | AAPL, CMG, PYPL, NKE | 13F-HR | 2/8/2021 | 000136472521000001 |
| Q3 2020 | 146 | 490,945 | CMG, AAPL, PYPL, AMZN | 13F-HR | 11/6/2020 | 000136472520000002 |
| Q2 2020 | 111 | 341,316 | AAPL, TSCO, PYPL, CMG | 13F-HR | 8/7/2020 | 000108514620002065 |
| Q1 2020 | 102 | 263,529 | AAPL, NVO, EW, PGR | 13F-HR | 5/5/2020 | 000122107320000076 |
| Q4 2019 | 108 | 319,136 | AAPL, EW, NKE, MA | 13F-HR | 2/13/2020 | 000108514620000690 |
| Q3 2019 | 98 | 290,061 | EW, MA, CMG, NKE | 13F-HR | 10/15/2019 | 000108514619002534 |
| Q2 2019 | 110 | 290,065 | PYPL, MA, EW, TSCO | 13F-HR | 7/22/2019 | 000108514619001942 |
| Q1 2019 | 106 | 272,070 | CMG, EW, PYPL, MA | 13F-HR | 5/6/2019 | 000108514619001373 |
| Q4 2018 | 97 | 228,654 | EW, PYPL, TSCO, MA | 13F-HR | 1/29/2019 | 000108514619000251 |
| Q3 2018 | 113 | 273,630 | EW, MA, PYPL, TSCO | 13F-HR | 10/29/2018 | 000108514618002435 |
| Q2 2018 | 108 | 277,445 | ISRG, PYPL, EW, NKE | 13F-HR | 7/10/2018 | 000108514618001662 |
| Q1 2018 | 96 | 257,838 | ISRG, MA, EW, PYPL | 13F-HR | 4/5/2018 | 000108514618000985 |
| Q4 2017 | 97 | 255,039 | PYPL, ISRG, MA, MNST | 13F-HR | 1/23/2018 | 000108514618000178 |
| Q3 2017 | 95 | 241,541 | PYPL, ISRG, META, MA | 13F-HR | 11/3/2017 | 000108514617002207 |
| Q2 2017 | 92 | 233,684 | PYPL, BKNG, ISRG, AAPL | 13F-HR | 8/9/2017 | 000108514617001693 |
| Q1 2017 | 87 | 221,622 | BKNG, AAPL, META, PYPL | 13F-HR | 4/18/2017 | 000108514617000982 |
| Q4 2016 | 84 | 199,315 | BKNG, PYPL, AAPL, MA | 13F-HR | 1/24/2017 | 000108514617000161 |
| Q3 2016 | 88 | 213,235 | EW, BKNG, META, ISRG | 13F-HR | 10/17/2016 | 000108514616004503 |
| Q2 2016 | 82 | 200,038 | EW, TSCO, ISRG, BKNG | 13F-HR | 7/15/2016 | 000108514616003988 |
| Q1 2016 | 76 | 202,354 | EW, NKE, TSCO, BKNG | 13F-HR | 4/19/2016 | 000108514616003475 |
| Q4 2015 | 76 | 205,971 | MNST, META, NKE, MA | 13F-HR | 1/26/2016 | 000108514616002677 |
| Q3 2015 | 75 | 198,106 | NKE, MNST, CTSH, SBUX | 13F-HR | 10/30/2015 | 000108514615002100 |
| Q2 2015 | 80 | 211,055 | TSCO, MNST, CTSH, MA | 13F-HR | 7/16/2015 | 000108514615001451 |
| Q1 2015 | 81 | 213,997 | NVO, CTSH, MNST, TSCO | 13F-HR | 4/17/2015 | 000108514615000941 |
| Q4 2014 | 77 | 211,427 | AAPL, CMG, TSCO, GMCR | 13F-HR | 1/21/2015 | 000108514615000130 |
| Q3 2014 | 78 | 201,433 | MNST, GMCR, AAPL, CMG | 13F-HR | 10/28/2014 | 000108514614002033 |
| Q2 2014 | 75 | 198,506 | GMCR, CMG, NVO, AGN | 13F-HR | 7/16/2014 | 000108514614001343 |
| Q1 2014 | 76 | 187,849 | NVO, CMG, GMCR, GOOGL | 13F-HR | 4/18/2014 | 000108514614000876 |
| Q4 2013 | 66 | 183,499 | CMG, MA, TSCO, GOOGL | 13F-HR | 1/14/2014 | 000108514614000092 |