| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 89 | 816,798 | AAPL, GOOGL, NVDA, ISRG | 13F-HR | 8/13/2026 | 000145517626000007 |
| Q1 2026 | 82 | 779,854 | ISRG, AAPL, NVDA, GOOGL | 13F-HR | 5/14/2026 | 000145517626000005 |
| Q4 2025 | 86 | 827,099 | ISRG, AAPL, NVDA, GOOGL | 13F-HR | 2/13/2026 | 000145517626000002 |
| Q3 2025 | 88 | 798,509 | NVDA, AAPL, ISRG, GOOGL | 13F-HR | 11/12/2025 | 000145517625000013 |
| Q2 2025 | 89 | 758,507 | ISRG, NVDA, AAPL, MA | 13F-HR | 8/8/2025 | 000145517625000007 |
| Q1 2025 | 85 | 704,544 | ISRG, AAPL, MA, NVDA | 13F-HR | 5/14/2025 | 000145517625000005 |
| Q4 2024 | 90 | 725,629 | ISRG, AAPL, NVDA, MA | 13F-HR | 2/12/2025 | 000145517625000002 |
| Q3 2024 | 92 | 729,560 | ISRG, AAPL, NVDA, MA | 13F-HR | 11/12/2024 | 000145517624000011 |
| Q2 2024 | 89 | 675,560 | ISRG, AAPL, NVDA, GOOGL | 13F-HR | 8/13/2024 | 000145517624000007 |
| Q1 2024 | 90 | 646,726 | ISRG, AAPL, NVDA, MA | 13F-HR | 5/13/2024 | 000145517624000005 |
| Q4 2023 | 84 | 588,351 | AAPL, ISRG, MA, NVDA | 13F-HR | 2/12/2024 | 000145517624000002 |
| Q3 2023 | 78 | 530,868 | AAPL, ISRG, MA, NVDA | 13F-HR | 11/9/2023 | 000145517623000009 |
| Q2 2023 | 75 | 541,008 | AAPL, ISRG, MA, NVDA | 13F-HR | 8/11/2023 | 000145517623000007 |
| Q1 2023 | 76 | 494,598 | AAPL, ISRG, MA, IDXX | 13F-HR | 5/9/2023 | 000145517623000005 |
| Q4 2022 | 73 | 448,918 | ISRG, AAPL, MA, IDXX | 13F-HR | 2/9/2023 | 000145517623000002 |
| Q3 2022 | 74 | 433,679 | AAPL, ISRG, MA, ABMD | 13F-HR | 11/7/2022 | 000145517622000009 |
| Q2 2022 | 76 | 454,175 | AAPL, ISRG, MA, GOOGL | 13F-HR | 8/11/2022 | 000145517622000007 |
| Q1 2022 | 79 | 567,554 | AAPL, ISRG, MA, GOOGL | 13F-HR | 5/12/2022 | 000145517622000005 |
| Q4 2021 | 82 | 600,054 | AAPL, ISRG, IDXX, GOOGL | 13F-HR | 2/8/2022 | 000145517622000002 |
| Q3 2021 | 85 | 582,647 | ISRG, AAPL, IDXX, ABMD | 13F-HR | 11/9/2021 | 000145517621000009 |
| Q2 2021 | 85 | 582,117 | ISRG, AAPL, IDXX, MA | 13F-HR | 8/3/2021 | 000145517621000007 |
| Q1 2021 | 81 | 502,131 | AAPL, ISRG, MA, ABMD | 13F-HR | 5/11/2021 | 000145517621000005 |
| Q4 2020 | 85 | 521,831 | AAPL, ISRG, MA, XYZ | 13F-HR | 2/4/2021 | 000145517621000002 |
| Q3 2020 | 83 | 461,247 | AAPL, ISRG, XYZ, MA | 13F-HR | 11/5/2020 | 000145517620000010 |
| Q2 2020 | 77 | 396,066 | AAPL, ISRG, MA, ABMD | 13F-HR | 8/7/2020 | 000145517620000008 |
| Q1 2020 | 70 | 301,826 | ISRG, AAPL, MA, VRTX | 13F-HR | 5/8/2020 | 000145517620000006 |
| Q4 2019 | 87 | 433,380 | ISRG, AAPL, MA, RETA | 13F-HR | 2/6/2020 | 000145517620000003 |
| Q3 2019 | 86 | 391,268 | ISRG, MA, AAPL, ILMN | 13F-HR | 11/5/2019 | 000145517619000008 |
| Q2 2019 | 88 | 421,784 | MA, ISRG, AAPL, EXAS | 13F-HR | 8/6/2019 | 000145517619000006 |
| Q1 2019 | 81 | 398,608 | ISRG, MA, AAPL, ABMD | 13F-HR | 5/8/2019 | 000145517619000004 |
| Q4 2018 | 79 | 331,263 | ISRG, MA, ABMD, AAPL | 13F-HR | 2/8/2019 | 000145517619000002 |
| Q3 2018 | 80 | 421,050 | ISRG, MA, AAPL, ABMD | 13F-HR | 11/7/2018 | 000145517618000008 |
| Q2 2018 | 81 | 396,535 | ISRG, MA, ABMD, AAPL | 13F-HR | 8/2/2018 | 000145517618000006 |
| Q1 2018 | 88 | 383,876 | MA, ISRG, AAPL, ABMD | 13F-HR | 5/2/2018 | 000145517618000004 |
| Q4 2017 | 96 | 395,812 | MA, ISRG, AAPL, META | 13F-HR | 2/7/2018 | 000145517618000002 |
| Q3 2017 | 93 | 363,570 | ISRG, MA, AAPL, CELG | 13F-HR | 11/8/2017 | 000145517617000008 |
| Q2 2017 | 79 | 345,754 | ISRG, MA, AAPL, CELG | 13F-HR | 8/11/2017 | 000145517617000006 |
| Q1 2017 | 76 | 279,934 | ISRG, MA, CELG, JPMWS | 13F-HR | 5/1/2017 | 000145517617000004 |
| Q4 2016 | 75 | 302,364 | MA, ISRG, CELG, BACWSA | 13F-HR | 2/6/2017 | 000145517617000002 |
| Q3 2016 | 77 | 295,620 | ISRG, MA, AAPL, CELG | 13F-HR | 11/3/2016 | 000145517616000017 |
| Q2 2016 | 76 | 280,248 | ISRG, MA, CELG, JPMWS | 13F-HR | 7/21/2016 | 000145517616000015 |
| Q1 2016 | 73 | 263,808 | MA, ISRG, CELG, META | 13F-HR | 5/9/2016 | 000145517616000013 |
| Q4 2015 | 79 | 301,467 | CELG, MA, PCRX, ISRG | 13F-HR | 1/29/2016 | 000145517616000012 |
| Q3 2015 | 82 | 300,793 | CELG, MA, AAPL, GILD | 13F-HR | 11/10/2015 | 000145517615000010 |
| Q2 2015 | 85 | 333,203 | CELG, MA, GILD, AAPL | 13F-HR | 7/23/2015 | 000145517615000008 |
| Q1 2015 | 81 | 337,212 | PCRX, CELG, MA, AAPL | 13F-HR | 5/5/2015 | 000145517615000005 |
| Q4 2014 | 84 | 332,473 | PCRX, CELG, MA, JPMWS | 13F-HR | 1/5/2015 | 000145517615000003 |
| Q3 2014 | 85 | 325,491 | PCRX, CELG, GILD, MA | 13F-HR | 10/6/2014 | 000145517614000006 |
| Q2 2014 | 91 | 317,137 | PCRX, CELG, JPMWS, MA | 13F-HR | 7/8/2014 | 000145517614000004 |
| Q1 2014 | 93 | 301,737 | JPMWS, PCRX, MA, F | 13F-HR | 4/3/2014 | 000145517614000003 |
| Q4 2013 | 98 | 292,846 | MA, CELG, JPMWS, F | 13F-HR | 1/9/2014 | 000145517614000002 |