| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 12 | 190,245 | MSFT, META, MNDY, GOOGL | 13F-HR | 5/15/2025 | 000175578425000003 |
| Q4 2024 | 12 | 202,677 | MSFT, META, GOOGL, MNDY | 13F-HR | 2/14/2025 | 000182253125000003 |
| Q3 2024 | 11 | 211,411 | MSFT, META, MNDY, GOOGL | 13F-HR | 11/14/2024 | 000175578424000008 |
| Q2 2024 | 13 | 259,848 | MSFT, META, GOOGL, MNDY | 13F-HR | 8/14/2024 | 000175578424000007 |
| Q1 2024 | 13 | 322,418 | MSFT, META, GOOGL, CRM | 13F-HR | 5/15/2024 | 000175578424000004 |
| Q4 2023 | 13 | 336,768 | MSFT, META, CRM, GOOGL | 13F-HR | 2/14/2024 | 000175578424000002 |
| Q3 2023 | 16 | 357,841 | MSFT, META, GOOGL, CRM | 13F-HR | 11/14/2023 | 000117266123003883 |
| Q2 2023 | 14 | 406,817 | MSFT, META, GOOGL, CRM | 13F-HR | 8/14/2023 | 000117266123003110 |
| Q1 2023 | 10 | 377,530 | GOOGL, MSFT, AMZN, CRM | 13F-HR | 5/15/2023 | 000117266123002157 |
| Q4 2022 | 11 | 310,221 | GOOGL, MSFT, AMZN, CRM | 13F-HR | 2/14/2023 | 000117266123000882 |
| Q3 2022 | 13 | 356,355 | GOOGL, CRM, MSFT, AMZN | 13F-HR | 11/14/2022 | 000117266122002409 |
| Q2 2022 | 13 | 454,414 | GOOGL, CRM, MSFT, AMZN | 13F-HR | 8/15/2022 | 000117266122001863 |
| Q1 2022 | 14 | 602,712 | GOOGL, CRM, MSFT, AMZN | 13F-HR | 5/16/2022 | 000117266122001330 |
| Q4 2021 | 16 | 701,311 | GOOGL, CRM, META, AMZN | 13F-HR | 2/14/2022 | 000117266122000460 |
| Q3 2021 | 15 | 723,580 | CRM, GOOGL, META, DASH | 13F-HR | 11/15/2021 | 000117266121002364 |
| Q2 2021 | 16 | 694,189 | GOOGL, META, CRM, DASH | 13F-HR | 8/16/2021 | 000117266121001800 |
| Q1 2021 | 15 | 559,910 | GOOGL, META, CRM, MSFT | 13F-HR | 5/17/2021 | 000117266121001270 |
| Q4 2020 | 13 | 519,212 | GOOGL, META, CRM, AMZN | 13F-HR | 2/17/2021 | 000117266121000866 |
| Q3 2020 | 12 | 453,492 | GOOGL, CRM, META, AMZN | 13F-HR | 11/16/2020 | 000117266120002292 |
| Q2 2020 | 13 | 403,509 | GOOGL, META, CRM, AMZN | 13F-HR | 8/14/2020 | 000117266120001809 |
| Q1 2020 | 12 | 248,468 | GOOGL, META, AMZN, CRM | 13F-HR | 4/28/2020 | 000117266120001104 |
| Q4 2019 | 13 | 219,790 | GOOGL, META, AMZN, BABA | 13F-HR | 4/28/2020 | 000117266120001103 |