| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 23 | 1,470,993 | MPWR, NVDA, MRVL, AMD | 13F-HR | 11/14/2024 | 000142050624002481 |
| Q2 2024 | 23 | 1,009,222 | NVDA, TSM, MPWR, AMAT | 13F-HR | 8/14/2024 | 000175338424000008 |
| Q1 2024 | 24 | 717,022 | NVDA, TSM, AMAT, SNPS | 13F-HR | 5/15/2024 | 000175338424000004 |
| Q4 2023 | 23 | 432,484 | AMD, NVDA, AMAT, MTSI | 13F-HR | 2/14/2024 | 000175338424000002 |
| Q3 2023 | 20 | 373,078 | NVDA, ON, AVGO, AMD | 13F-HR | 11/14/2023 | 000175338423000009 |
| Q2 2023 | 20 | 360,141 | ON, NVDA, AVGO, AMD | 13F-HR | 8/14/2023 | 000175338423000007 |
| Q1 2023 | 20 | 329,725 | NVDA, AVGO, AMD, ON | 13F-HR | 5/15/2023 | 000175338423000005 |
| Q4 2022 | 20 | 230,160 | AVGO, KLAC, SNPS, FN | 13F-HR | 2/6/2023 | 000175338423000003 |
| Q3 2022 | 18 | 178,355 | ON, AVGO, MCHP, KLAC | 13F-HR | 10/21/2022 | 000175338422000009 |
| Q2 2022 | 17 | 184,092 | AVGO, KLAC, MCHP, ON | 13F-HR | 8/10/2022 | 000175338422000007 |
| Q1 2022 | 19 | 294,543 | AVGO, AMD, MRVL, AMAT | 13F-HR | 5/13/2022 | 000175338422000005 |
| Q4 2021 | 20 | 367,165 | MRVL, AMD, AMAT, CALX | 13F-HR | 2/14/2022 | 000175338422000003 |
| Q3 2021 | 21 | 288,806 | AMAT, MRVL, ON, STM | 13F-HR | 10/27/2021 | 000175338421000011 |
| Q2 2021 | 20 | 249,193 | AMAT, MU, MRVL, MTSI | 13F-HR | 8/5/2021 | 000175338421000009 |
| Q1 2021 | 22 | 246,072 | AMAT, MU, AVGO, MCHP | 13F-HR | 4/29/2021 | 000175338421000007 |
| Q4 2020 | 23 | 165,763 | MU, AVGO, MCHP, MRVL | RESTATEMENT | 2/16/2021 | 000175338421000005 |