| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 105 | 1,917,105 | GS, MSFT, V, RACE | 13F-HR | 10/16/2024 | 000109991024000348 |
| Q2 2024 | 98 | 1,909,400 | NVDA, MSFT, QCOM, GOOG | 13F-HR | 7/24/2024 | 000109991024000274 |
| Q1 2024 | 97 | 2,088,964 | MSFT, NVDA, QCOM, LLY | 13F-HR | 4/11/2024 | 000109991024000181 |
| Q4 2023 | 90 | 1,810,915 | MSFT, NVDA, QCOM, RACE | 13F-HR | 1/16/2024 | 000109991024000036 |
| Q3 2023 | 121 | 1,661,083 | MSFT, RACE, CTVA, CAT | 13F-HR | 10/17/2023 | 000109991023000182 |
| Q2 2023 | 96 | 1,859,254 | MSFT, RACE, PANW, ORCL | 13F-HR | 8/2/2023 | 000109991023000146 |
| Q1 2023 | 106 | 1,797,248 | MSFT, MSI, NEE, CTVA | 13F-HR | 5/2/2023 | 000109991023000079 |
| Q4 2022 | 133 | 1,663,852 | MSFT, NEE, CTVA, TTEK | 13F-HR | 2/2/2023 | 000164033423000149 |
| Q3 2022 | 145 | 1,484,413 | MSFT, DE, NEE, EOG | 13F-HR | 11/9/2022 | 000173544522000008 |
| Q2 2022 | 136 | 1,332,199 | MSFT, DE, EOG, ACN | 13F-HR | 7/29/2022 | 000173544522000006 |
| Q1 2022 | 137 | 2,078,547 | MSFT, EOG, ACN, CRM | 13F-HR | 5/2/2022 | 000173544522000004 |
| Q4 2021 | 138 | 2,290,737 | MSFT, CRM, ACN, QCOM | 13F-HR | 1/21/2022 | 000173544522000001 |
| Q3 2021 | 109 | 1,940,374 | MSFT, ACN, AMT, CRM | 13F-HR | 10/21/2021 | 000173544521000008 |
| Q2 2021 | 100 | 1,980,416 | MSFT, ACN, BILI, AMT | 13F-HR | 7/26/2021 | 000173544521000006 |
| Q1 2021 | 85 | 1,511,392 | MSFT, ACN, BILI, AMT | 13F-HR | 4/26/2021 | 000173544521000005 |
| Q4 2020 | 78 | 1,376,654 | BILI, ACN, MSFT, QCOM | 13F-HR | 2/12/2021 | 000173544521000001 |
| Q3 2020 | 71 | 1,223,901 | EDU, BILI, AMT, MSFT | 13F-HR | 10/13/2020 | 000173544520000006 |
| Q2 2020 | 67 | 1,431,638 | MSFT, DPZ, ACN, VEEV | 13F-HR | 8/7/2020 | 000173544520000005 |
| Q1 2020 | 61 | 942,941 | DPZ, ACN, ZM, NFLX | 13F-HR | 4/20/2020 | 000173544520000003 |
| Q4 2019 | 52 | 970,548 | V, QCOM, GOOG, MSFT | 13F-HR | 2/3/2020 | 000173544520000002 |
| Q3 2019 | 14 | 879,355 | INTU, V, META, GOOG | 13F-HR | 10/4/2019 | 000173544519000008 |
| Q2 2019 | 12 | 746,916 | INTU, V, OLLI, MSFT | 13F-HR | 7/23/2019 | 000173544519000007 |
| Q1 2019 | 14 | 822,151 | OLLI, INTU, V, MSFT | 13F-HR | 5/6/2019 | 000173544519000005 |
| Q4 2018 | 13 | 669,016 | MSFT, AMZN, V, INTU | 13F-HR | 2/12/2019 | 000173544519000002 |
| Q3 2018 | 12 | 695,340 | AMZN, MSFT, V, META | 13F-HR | 11/13/2018 | 000173544518000007 |
| Q2 2018 | 8 | 706,781 | AMZN, V, MSFT, META | 13F-HR | 7/19/2018 | 000173544518000006 |
| Q1 2018 | 8 | 583,408 | AMZN, V, MSFT, META | RESTATEMENT | 7/19/2018 | 000173544518000005 |
| Q4 2017 | 2 | 131,438 | MSFT, AMZN | 13F-HR | 4/20/2018 | 000173544518000003 |