|
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.MX
|
13F-HR
|
8/12/2022 |
000180154722000003 |
|
Q1 2022
|
19 |
1,040,209 |
NVDA, MSFT, TEAM.MX, GOOGL
|
13F-HR
|
5/16/2022 |
000180154722000002 |
|
Q4 2021
|
19 |
1,228,344 |
MSFT, NVDA, TEAM.MX, MA
|
13F-HR
|
2/11/2022 |
000180154722000001 |
|
Q3 2021
|
20 |
1,053,551 |
MSFT, NVDA, TEAM.MX, 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 |