| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 16 | 22,275 | T, ERIC, TXN, LITE | 13F-HR | 11/14/2024 | 000093583624000686 |
| Q2 2024 | 19 | 7,240 | TSM, ERIC, WDC, NVDA | RESTATEMENT | 9/27/2024 | 000093583624000613 |
| Q1 2024 | 17 | 724,563 | DELL, T, AVGO, NVDA | 13F-HR | 5/15/2024 | 000093583624000388 |
| Q4 2023 | 2 | 2,016 | NEP, NEE | 13F-HR | 2/14/2024 | 000093583624000155 |
| Q3 2023 | 2 | 769 | NEP, NEE | 13F-HR | 11/14/2023 | 000093583623000691 |
| Q2 2023 | 17 | 227,334 | MSFT, NFLX, UBER, META | 13F-HR | 8/14/2023 | 000093583623000566 |
| Q1 2023 | 19 | 174,104 | META, RBLX, NOW, PANW | 13F-HR | 5/15/2023 | 000093583623000401 |
| Q4 2022 | 23 | 247,963 | AVGO, META, OKTA, NFLX | 13F-HR | 2/14/2023 | 000093583623000215 |
| Q3 2022 | 37 | 794,949 | NFLX, TSLA, PANW, MRVL | 13F-HR | 11/14/2022 | 000156761922019855 |
| Q2 2022 | 31 | 1,070,985 | PANW, AMD, DDOG, MPWR | 13F-HR | 8/15/2022 | 000156761922016009 |
| Q1 2022 | 33 | 1,309,545 | AMD, PANW, LYFT, MPWR | 13F-HR | 5/16/2022 | 000156761922010742 |
| Q4 2021 | 36 | 880,414 | MU, QCOM, AMD, AVGO | 13F-HR | 2/14/2022 | 000156761922003919 |
| Q3 2021 | 52 | 1,005,735 | AMD, PANW, LYFT, MRVL | 13F-HR | 11/15/2021 | 000156761921020186 |
| Q2 2021 | 38 | 919,943 | MRVL, ROKU, MSFT, MPWR | 13F-HR | 8/16/2021 | 000156761921015616 |
| Q1 2021 | 38 | 1,077,918 | INTC, MSFT, MPWR, ERIC | 13F-HR | 5/17/2021 | 000156761921010323 |
| Q4 2020 | 30 | 1,276,201 | MU, PANW, DIS, RNG | 13F-HR | 2/16/2021 | 000156761921003820 |
| Q3 2020 | 29 | 922,547 | SWKS, MU puts, MU, TXN | 13F-HR | 11/13/2020 | 000156761920019427 |
| Q2 2020 | 33 | 771,027 | ADI, MSFT, MPWR, RNG | 13F-HR | 8/14/2020 | 000156761920015260 |
| Q1 2020 | 32 | 907,006 | SPY, MU, IPHI, RNG | 13F-HR | 5/15/2020 | 000156761920010296 |
| Q4 2019 | 27 | 688,595 | MU, META, TSLA, MSFT | 13F-HR | 2/14/2020 | 000156761920003574 |
| Q3 2019 | 25 | 426,262 | AMD, NOK, MSFT, TXN | 13F-HR | 11/14/2019 | 000156761919021347 |
| Q2 2019 | 24 | 623,914 | ADI, XLNX puts, AMD, META | 13F-HR | 8/14/2019 | 000156761919016712 |
| Q1 2019 | 19 | 339,942 | MSFT, ERIC, CIEN, TMUS | 13F-HR | 5/15/2019 | 000156761919010996 |
| Q4 2018 | 22 | 429,331 | ERIC, QCOM, CIEN, TXN calls | 13F-HR | 2/14/2019 | 000156761919004027 |
| Q3 2018 | 17 | 353,412 | MSFT, QRVO, TXN, CRM | 13F-HR | 11/14/2018 | 000156761918006031 |
| Q2 2018 | 13 | 235,805 | MSFT, MPWR, CRM, BABA | 13F-HR | 8/14/2018 | 000156761918000752 |
| Q1 2018 | 21 | 350,373 | MSFT, MU, INTC, WDC | 13F-HR | 5/14/2018 | 000114036118023214 |
| Q4 2017 | 21 | 342,613 | MSFT, MCHP, TXN, NFLX | 13F-HR | 2/14/2018 | 000114036118007895 |
| Q3 2017 | 21 | 396,029 | MU, MSFT, TXN, MCHP | 13F-HR | 11/14/2017 | 000114036117042478 |
| Q2 2017 | 25 | 252,241 | BABA, WDC, AMZN, MU | 13F-HR | 8/14/2017 | 000114036117031677 |
| Q1 2017 | 26 | 245,332 | AAPL, MU, ADI, AMZN | 13F-HR | 5/15/2017 | 000114036117020427 |
| Q4 2016 | 22 | 151,398 | AAPL, AMZN, MU, TMUS | 13F-HR | 2/13/2017 | 000114036117006103 |
| Q3 2016 | 23 | 119,818 | META, MU, WDC, AMD | 13F-HR | 11/14/2016 | 000114036116086139 |
| Q2 2016 | 20 | 92,296 | AVGO, MU, META, BIDU | 13F-HR | 8/12/2016 | 000114036116076096 |
| Q1 2016 | 19 | 67,140 | META, AVGO, AABA, MPWR | RESTATEMENT | 5/13/2016 | 000114036116065169 |
| Q4 2015 | 20 | 54,620 | NVDA, META, GOOG, MPWR | 13F-HR | 2/12/2016 | 000114036116052064 |