| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | 3,151,355 | LRCX, AMAT, NVDA, SNDK | 13F-HR | 8/13/2026 | 000180154726000005 |
| Q1 2026 | 26 | 2,102,864 | LRCX, NVDA, MSI, LITE | 13F-HR | 5/14/2026 | 000180154726000003 |
| Q4 2025 | 24 | 1,948,714 | NVDA, LRCX, FLUT, VRT | 13F-HR | 2/13/2026 | 000180154726000002 |
| Q3 2025 | 23 | 1,808,036 | NVDA, LRCX, TSM, AVGO | 13F-HR | 11/13/2025 | 000180154725000010 |
| Q2 2025 | 20 | 1,527,724 | NVDA, LRCX, AVGO, TSM | 13F-HR | 8/12/2025 | 000180154725000005 |
| Q1 2025 | 21 | 1,235,176 | NVDA, LRCX, AVGO, APO | 13F-HR | 5/14/2025 | 000180154725000002 |
| Q4 2024 | 19 | 1,346,311 | AVGO, LRCX, NVDA, TSM | 13F-HR | 2/13/2025 | 000180154725000001 |
| Q3 2024 | 20 | 1,284,803 | AMAT, AVGO, NVDA, VRT | 13F-HR | 11/13/2024 | 000180154724000005 |
| Q2 2024 | 19 | 1,048,509 | AMAT, NVDA, MSFT, SCHW | 13F-HR | 8/13/2024 | 000180154724000003 |
| Q1 2024 | 16 | 947,284 | NVDA, LRCX, MSFT, SCHW | 13F-HR | 5/14/2024 | 000180154724000002 |
| Q4 2023 | 17 | 779,730 | NVDA, MSFT, SCHW, LRCX | 13F-HR | 2/13/2024 | 000180154724000001 |
| Q3 2023 | 16 | 620,882 | NVDA, MSFT, LRCX, SCHW | 13F-HR | 11/13/2023 | 000180154723000005 |
| Q2 2023 | 14 | 651,383 | NVDA, MSFT, LRCX, SCHW | 13F-HR | 8/10/2023 | 000180154723000004 |
| Q1 2023 | 16 | 604,844 | NVDA, SCHW, LRCX, VEEV | 13F-HR | 5/15/2023 | 000180154723000003 |
| Q4 2022 | 16 | 586,681 | SCHW, MSFT, VEEV, LRCX | RESTATEMENT | 2/21/2023 | 000180154723000002 |
| Q3 2022 | 16 | 559,316 | MSFT, SCHW, TEAM, INTU | 13F-HR | 11/14/2022 | 000180154722000004 |
| Q2 2022 | 17 | 680,295 | MSFT, NVDA, SCHW, TEAM | 13F-HR | 8/12/2022 | 000180154722000003 |
| Q1 2022 | 19 | 1,040,209 | NVDA, MSFT, TEAM, GOOGL | 13F-HR | 5/16/2022 | 000180154722000002 |
| Q4 2021 | 19 | 1,228,344 | MSFT, NVDA, TEAM, MA | 13F-HR | 2/11/2022 | 000180154722000001 |
| Q3 2021 | 20 | 1,053,551 | MSFT, NVDA, TEAM, ADBE | 13F-HR | 11/12/2021 | 000180154721000008 |
| Q2 2021 | 18 | 880,416 | MSFT, ADBE, META, V | 13F-HR | 8/13/2021 | 000180154721000007 |
| Q1 2021 | 18 | 757,927 | MSFT, META, ADBE, V | 13F-HR | 5/14/2021 | 000180154721000005 |
| Q4 2020 | 18 | 702,572 | MSFT, ADBE, ADSK, V | 13F-HR | 2/16/2021 | 000180154721000002 |
| Q3 2020 | 16 | 517,669 | ADBE, MSFT, V, ADSK | 13F-HR | 11/13/2020 | 000180154720000007 |
| Q2 2020 | 17 | 370,129 | MSFT, ADBE, V, ADSK | 13F-HR | 8/13/2020 | 000180154720000005 |
| Q1 2020 | 17 | 226,699 | MSFT, ADBE, ADSK, AMZN | 13F-HR | 5/14/2020 | 000180154720000004 |
| Q4 2019 | 16 | 199,259 | MSFT, ADBE, V, ADSK | 13F-HR | 2/13/2020 | 000180154720000002 |