| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 39 | 16,090,175 | MSFT, GOOGL, AMZN, TJX | 13F-HR | 1/17/2024 | 000106299324000929 |
| Q3 2023 | 33 | 13,272,216 | GOOGL, MSFT, AMZN, TJX | 13F-HR | 10/12/2023 | 000106299323019258 |
| Q2 2023 | 23 | 13,859,324 | MSFT, GOOGL, AMZN, TJX | 13F-HR | 7/14/2023 | 000106299323014891 |
| Q1 2023 | 23 | 15,875,671 | MSFT, GOOGL, TJX, AMZN | 13F-HR | 5/12/2023 | 000106299323010854 |
| Q4 2022 | 27 | 16,905,243 | MSFT, GOOGL, TJX, APH | 13F-HR | 2/6/2023 | 000106299323002174 |
| Q3 2022 | 29 | 16,371,251 | MSFT, GOOGL, AMZN, TJX | 13F-HR | 11/3/2022 | 000106299322021461 |
| Q2 2022 | 31 | 17,344,888 | MSFT, GOOGL, AMZN, TJX | 13F-HR | 7/13/2022 | 000106299322016292 |
| Q1 2022 | 31 | 20,520,570 | MSFT, GOOGL, AMZN, APH | 13F-HR | 5/13/2022 | 000106299322012318 |
| Q4 2021 | 34 | 22,993,404 | MSFT, GOOGL, AMZN, TJX | 13F-HR | 2/7/2022 | 000106299322002810 |
| Q3 2021 | 35 | 21,075,669 | MSFT, GOOGL, AMZN, TJX | 13F-HR | 10/26/2021 | 000106299321009858 |
| Q2 2021 | 38 | 21,742,571 | MSFT, GOOGL, AMZN, TJX | 13F-HR | 8/9/2021 | 000106299321007187 |
| Q1 2021 | 38 | 19,341,786 | MSFT, GOOGL, TJX, AMZN | 13F-HR | 4/22/2021 | 000106299321003776 |
| Q4 2020 | 39 | 18,092,295 | MSFT, GOOGL, TJX, AMZN | 13F-HR | 1/25/2021 | 000106299321000563 |
| Q3 2020 | 40 | 15,560,058 | MSFT, GOOGL, TJX, V | 13F-HR | 10/19/2020 | 000106299320004987 |
| Q2 2020 | 40 | 14,304,170 | MSFT, GOOGL, V, TJX | 13F-HR | 7/24/2020 | 000106299320003456 |
| Q1 2020 | 40 | 11,543,238 | MSFT, GOOGL, TJX, V | 13F-HR | 4/28/2020 | 000106299320001962 |
| Q4 2019 | 37 | 13,708,789 | MSFT, GOOGL, TJX, V | 13F-HR | 1/21/2020 | 000106299320000241 |
| Q3 2019 | 38 | 12,507,577 | MSFT, GOOGL, TJX, V | 13F-HR | 10/22/2019 | 000106299319003972 |
| Q2 2019 | 38 | 12,212,769 | MSFT, GOOGL, TJX, V | 13F-HR | 7/30/2019 | 000106299319003066 |
| Q1 2019 | 34 | 11,678,808 | MSFT, GOOGL, TJX, WFC | 13F-HR | 4/25/2019 | 000106299319001870 |
| Q4 2018 | 34 | 9,776,631 | GOOGL, MSFT, TJX, WFC | 13F-HR | 1/31/2019 | 000106299319000423 |
| Q3 2018 | 35 | 11,715,267 | GOOGL, MSFT, TJX, WFC | 13F-HR | 11/13/2018 | 000106299318004538 |
| Q2 2018 | 36 | 11,970,936 | GOOGL, MSFT, ALV, TJX | 13F-HR | 7/5/2018 | 000106299318002819 |
| Q1 2018 | 33 | 11,626,477 | GOOGL, ALV, MSFT, WFC | 13F-HR | 5/9/2018 | 000106299318002001 |
| Q4 2017 | 35 | 12,313,028 | GOOGL, ALV, WFC, MSFT | 13F-HR | 2/8/2018 | 000106299318000482 |
| Q3 2017 | 35 | 11,659,948 | GOOGL, ALV, WFC, MSFT | 13F-HR | 11/2/2017 | 000106299317004617 |
| Q2 2017 | 35 | 11,306,211 | GOOGL, ALV, WFC, TJX | 13F-HR | 7/6/2017 | 000106299317003118 |
| Q1 2017 | 36 | 11,152,797 | GOOGL, ALV, WFC, TJX | 13F-HR | 5/3/2017 | 000106299317002168 |
| Q4 2016 | 34 | 10,824,933 | GOOGL, ALV, WFC, TJX | 13F-HR | 1/18/2017 | 000106299317000250 |
| Q3 2016 | 33 | 10,435,004 | GOOGL, ALV, TJX, LB | 13F-HR | 11/1/2016 | 000106299316011942 |
| Q2 2016 | 32 | 10,217,435 | GOOGL, TJX, ALV, WFC | 13F-HR | 7/5/2016 | 000106299316010399 |
| Q1 2016 | 31 | 10,377,935 | GOOGL, ALV, TJX, LB | 13F-HR | 4/8/2016 | 000106299316008817 |
| Q4 2015 | 29 | 9,616,113 | GOOGL, ALV, LB, TJX | 13F-HR | 1/22/2016 | 000106299316007209 |
| Q3 2015 | 27 | 8,355,524 | ALV, GOOGL, TJX, LB | 13F-HR | 10/15/2015 | 000106299315005425 |
| Q2 2015 | 28 | 8,220,840 | ALV, TJX, WFC, GOOGL | 13F-HR | 7/2/2015 | 000106299315003650 |
| Q1 2015 | 25 | 8,086,283 | ALV, TJX, LB, GOOGL | 13F-HR | 4/24/2015 | 000095012315004607 |
| Q4 2014 | 27 | 6,900,020 | ALV, LB, GOOGL, TJX | 13F-HR | 2/9/2015 | 000095012315001164 |