| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 22 | 2,182,125 | MA, EW, ANSS, WDAY | 13F-HR | 5/1/2025 | 000165673525000003 |
| Q4 2024 | 22 | 2,718,189 | MA, EW, ANSS, WDAY | 13F-HR | 2/3/2025 | 000165673525000001 |
| Q3 2024 | 23 | 3,129,061 | MA, INTU, ANSS, WDAY | 13F-HR | 11/4/2024 | 000165673524000007 |
| Q2 2024 | 22 | 3,698,884 | INTU, MA, EW, ANSS | 13F-HR | 8/5/2024 | 000165673524000006 |
| Q1 2024 | 21 | 4,370,764 | INTU, ANSS, MA, WDAY | 13F-HR | 5/2/2024 | 000165673524000003 |
| Q4 2023 | 21 | 4,483,349 | ANSS, INTU, WDAY, MA | 13F-HR | 2/5/2024 | 000165673524000001 |
| Q3 2023 | 19 | 3,992,425 | INTU, ANSS, MA, WDAY | 13F-HR | 11/3/2023 | 000165673523000006 |
| Q2 2023 | 20 | 5,706,855 | ANSS, INTU, WDAY, MA | 13F-HR | 8/2/2023 | 000165673523000004 |
| Q1 2023 | 20 | 5,684,213 | ANSS, INTU, MKTX, TW | 13F-HR | 5/9/2023 | 000165673523000003 |
| Q4 2022 | 20 | 5,095,943 | INTU, MA, ANSS, MKTX | 13F-HR | 2/7/2023 | 000165673523000002 |
| Q3 2022 | 23 | 5,172,509 | INTU, EW, CSGP, MA | 13F-HR | 10/11/2022 | 000165673522000005 |
| Q2 2022 | 23 | 5,821,008 | INTU, MA, EW, TW | 13F-HR | 8/10/2022 | 000165673522000004 |
| Q1 2022 | 25 | 7,573,951 | MA, EW, TW, INTU | 13F-HR | 4/25/2022 | 000165673522000003 |
| Q4 2021 | 24 | 9,235,968 | INTU, MA, TW, ANSS | 13F-HR | 2/1/2022 | 000165673522000001 |
| Q3 2021 | 24 | 8,828,524 | INTU, MA, EW, MASI | 13F-HR | 11/8/2021 | 000165673521000008 |
| Q2 2021 | 23 | 8,596,668 | MA, MKTX, INTU, EW | 13F-HR | 8/9/2021 | 000165673521000006 |
| Q1 2021 | 21 | 7,688,558 | MA, MKTX, ANSS, TW | 13F-HR | 5/11/2021 | 000165673521000005 |
| Q4 2020 | 20 | 7,098,137 | MA, MKTX, ANSS, MASI | RESTATEMENT | 2/11/2021 | 000165673521000003 |
| Q3 2020 | 20 | 4,810,253 | MA, MKTX, ANSS, MASI | 13F-HR | 11/6/2020 | 000165673520000007 |
| Q2 2020 | 20 | 3,757,213 | MKTX, MA, ANSS, PYPL | 13F-HR | 8/11/2020 | 000165673520000006 |
| Q1 2020 | 20 | 2,317,838 | MA, ANSS, MKTX, MASI | 13F-HR | 5/13/2020 | 000165673520000005 |
| Q4 2019 | 22 | 2,659,574 | MA, ANSS, MKTX, CME | 13F-HR | 2/14/2020 | 000165673520000002 |
| Q3 2019 | 22 | 2,163,731 | MA, CME, ANSS, MKTX | 13F-HR | 11/14/2019 | 000165673519000008 |
| Q2 2019 | 23 | 2,211,193 | MA, MKTX, CME, ANSS | 13F-HR | 8/2/2019 | 000165673519000007 |
| Q1 2019 | 22 | 1,994,992 | MA, VAR, PYPL, ANSS | 13F-HR | 5/3/2019 | 000165673519000005 |
| Q4 2018 | 22 | 1,560,949 | MA, VAR, CME, PYPL | 13F-HR | 2/4/2019 | 000165673519000004 |
| Q3 2018 | 21 | 1,715,083 | MA, ANSS, Edwards, PYPL | RESTATEMENT | 11/6/2018 | 000165673518000007 |
| Q2 2018 | 19 | 1,517,900 | MA, Edwards, ANSS, FRC | 13F-HR | 8/1/2018 | 000165673518000004 |
| Q1 2018 | 18 | 1,487,263 | MA, Edwards, FRC, ANSS | 13F-HR | 5/7/2018 | 000165673518000003 |
| Q4 2017 | 18 | 1,431,163 | MA, HXL, ANSS, FRC | 13F-HR | 1/30/2018 | 000165673518000002 |
| Q3 2017 | 16 | 1,261,081 | MA, FRC, MTD, V | 13F-HR | 11/14/2017 | 000165673517000006 |
| Q2 2017 | 15 | 1,040,821 | MA, FRC, MTD, HXL | 13F-HR | 7/28/2017 | 000165673517000005 |
| Q1 2017 | 15 | 880,824 | MA, FRC, HXL, V | 13F-HR | 5/5/2017 | 000165673517000003 |
| Q4 2016 | 15 | 807,807 | FRC, MA, HXL, WAT | 13F-HR | 2/6/2017 | 000165673517000001 |
| Q3 2016 | 14 | 804,248 | MA, WAT, FRC, MTD | 13F-HR | 11/4/2016 | 000165673516000008 |
| Q2 2016 | 14 | 624,095 | MA, WAT, FRC, MTD | 13F-HR | 7/26/2016 | 000165673516000007 |
| Q1 2016 | 13 | 574,975 | MA, MTD, JWN, FRC | 13F-HR | 5/3/2016 | 000165673516000005 |
| Q4 2015 | 15 | 599,884 | MA, HXL, MTD, FRC | 13F-HR | 2/2/2016 | 000165673516000004 |
| Q3 2015 | 15 | 570,060 | MA, JWN, HXL, MTD | RESTATEMENT | 11/12/2015 | 000165673515000003 |