| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 50 | 2,251,999 | MSFT, GOOGL, NVDA, AAPL | 13F-HR | 5/9/2025 | 000106299325008948 |
| Q4 2024 | 49 | 2,627,856 | MSFT, GOOGL, NVDA, TSM | 13F-HR | 2/7/2025 | 000106299325001827 |
| Q3 2024 | 50 | 2,875,525 | MSFT, GOOGL, TSM, NVDA | 13F-HR | 11/8/2024 | 000106299324018655 |
| Q2 2024 | 58 | 2,934,973 | MSFT, GOOGL, TSM, A | 13F-HR | 7/12/2024 | 000106299324013664 |
| Q1 2024 | 57 | 3,198,719 | MSFT, GOOGL, TSM, A | 13F-HR | 5/13/2024 | 000106299324009986 |
| Q4 2023 | 60 | 3,351,232 | MSFT, GOOGL, INTU, A | RESTATEMENT | 2/13/2024 | 000106299324003009 |
| Q3 2023 | 64 | 2,778,449 | MSFT, GOOGL, INTU, EL | 13F-HR | 10/18/2023 | 000106299323019495 |
| Q2 2023 | 65 | 2,893,702 | MSFT, EL, GOOGL, TSM | 13F-HR | 7/6/2023 | 000106299323014601 |
| Q1 2023 | 66 | 3,591,161 | MSFT, EL, GOOGL, INTU | 13F-HR | 4/17/2023 | 000106299323009226 |
| Q4 2022 | 64 | 3,419,994 | MSFT, EL, GOOGL, A | 13F-HR | 1/19/2023 | 000106299323001065 |
| Q3 2022 | 67 | 3,271,348 | MSFT, GOOGL, EL, A | 13F-HR | 10/13/2022 | 000106299322020745 |
| Q2 2022 | 66 | 3,288,097 | MSFT, EL, GOOGL, UNH | 13F-HR | 7/13/2022 | 000106299322016307 |
| Q1 2022 | 70 | 3,518,090 | MSFT, GOOGL, EL, CTSH | 13F-HR | 4/13/2022 | 000106299322010188 |
| Q4 2021 | 74 | 3,760,346 | MSFT, EL, CTSH, AKAM | 13F-HR | 1/14/2022 | 000106299322001047 |
| Q3 2021 | 73 | 3,317,610 | MSFT, EL, CTSH, GOOGL | 13F-HR | 10/13/2021 | 000106299321009463 |
| Q2 2021 | 74 | 3,533,334 | MSFT, GOOGL, EL, AKAM | 13F-HR | 7/20/2021 | 000106299321006617 |
| Q1 2021 | 70 | 3,055,788 | GOOGL, MSFT, EL, UNH | 13F-HR | 4/20/2021 | 000106299321003738 |
| Q4 2020 | 69 | 2,887,854 | GOOGL, MSFT, EL, UNH | 13F-HR | 1/19/2021 | 000106299321000400 |
| Q3 2020 | 66 | 2,383,004 | GOOGL, MSFT, EL, UNH | 13F-HR | 10/13/2020 | 000106299320004882 |
| Q2 2020 | 65 | 2,018,667 | GOOGL, MSFT, AKAM, EL | 13F-HR | 7/9/2020 | 000106299320003207 |
| Q1 2020 | 69 | 1,554,894 | GOOGL, MSFT, UNH, EL | 13F-HR | 4/7/2020 | 000106299320001667 |
| Q4 2019 | 69 | 1,687,741 | GOOGL, UNH, CL, NEM | 13F-HR | 1/10/2020 | 000106299320000091 |
| Q3 2019 | 71 | 1,517,588 | GOOGL, UNH, AKAM, EL | 13F-HR | 10/7/2019 | 000106299319003828 |
| Q2 2019 | 72 | 1,359,330 | GOOGL, UNH, EL, CERN | 13F-HR | 7/10/2019 | 000106299319002837 |
| Q1 2019 | 73 | 1,355,722 | GOOGL, EL, CERN, CELG | 13F-HR | 4/11/2019 | 000106299319001655 |
| Q4 2018 | 71 | 1,206,857 | EL, GOOGL, CERN, CL | 13F-HR | 1/14/2019 | 000106299319000161 |
| Q3 2018 | 55 | 1,288,876 | EL, CL, CERN, MRK | 13F-HR | 10/18/2018 | 000106299318004132 |
| Q2 2018 | 58 | 1,283,448 | CERN, CL, MRK, GOOGL | 13F-HR | 7/13/2018 | 000106299318002897 |
| Q1 2018 | 59 | 1,168,086 | MSFT, GOOGL, CL, CTSH | 13F-HR | 4/12/2018 | 000106299318001605 |
| Q4 2017 | 60 | 1,069,748 | GOOGL, MRK, AKAM, KDP | 13F-HR | 1/11/2018 | 000106299318000118 |
| Q3 2017 | 63 | 993,457 | GOOGL, CELG, MRK, AKAM | 13F-HR | 10/11/2017 | 000106299317004380 |
| Q2 2017 | 66 | 996,389 | GOOGL, BIIB, CTSH, CELG | 13F-HR | 7/25/2017 | 000106299317003374 |
| Q1 2017 | 68 | 878,817 | GOOGL, MRK, BIIB, CTSH | 13F-HR | 4/20/2017 | 000106299317001981 |
| Q4 2016 | 67 | 735,026 | BIIB, CTSH, AAPL, GOOGL | 13F-HR | 1/13/2017 | 000106299317000185 |
| Q3 2016 | 66 | 713,343 | INDA, BIIB, ISRG, GOOGL | 13F-HR | 10/11/2016 | 000106299316011675 |
| Q2 2016 | 57 | 576,252 | ARCC, EMC, BIIB, SJR-B.TO | 13F-HR | 7/11/2016 | 000106299316010480 |
| Q1 2016 | 51 | 553,702 | ORCL, MRK, CL, MDLZ | 13F-HR | 4/8/2016 | 000106299316008819 |
| Q4 2015 | 55 | 443,824 | ORCL, MRK, CL, BIIB | 13F-HR | 1/8/2016 | 000106299316006952 |
| Q3 2015 | 46 | 341,943 | ORCL, CL, MCD, AWK | 13F-HR | 10/19/2015 | 000106299315005489 |
| Q2 2015 | 50 | 351,622 | MCD, AWK, ORCL, CL | RESTATEMENT | 7/30/2015 | 000106299315004074 |
| Q1 2015 | 72 | 387,986 | BAX, MCD, TUR, AWK | 13F-HR | 5/21/2015 | 000106299315003008 |
| Q4 2014 | 65 | 392,474 | IEMG, TUR, MCD, BAX | 13F-HR | 5/21/2015 | 000106299315003006 |
| Q3 2014 | 59 | 387,530 | IEMG, MCD, TUR, BAX | 13F-HR | 5/21/2015 | 000106299315003002 |
| Q2 2014 | 64 | 425,069 | IEMG, TUR, UNH, AAPL | 13F-HR | 5/15/2015 | 000106299315002791 |