| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 58 | 2,564,976 | GOOG, MSFT, TXN, PGR | 13F-HR | 11/14/2024 | 000181661624000009 |
| Q2 2024 | 58 | 2,438,358 | GOOG, MSFT, TXN, FISV | 13F-HR | 8/14/2024 | 000181661624000005 |
| Q1 2024 | 54 | 2,409,648 | MSFT, GOOG, NVDA, FISV | 13F-HR | 5/15/2024 | 000181661624000003 |
| Q4 2023 | 55 | 1,898,346 | MSFT, GOOG, WDAY, CDNS | 13F-HR | 2/14/2024 | 000181661624000002 |
| Q3 2023 | 65 | 1,856,944 | MSFT, GOOG, WDAY, CDNS | 13F-HR | 11/14/2023 | 000181661623000005 |
| Q2 2023 | 64 | 1,999,004 | MSFT, WDAY, GOOG, TXN | 13F-HR | 8/11/2023 | 000181661623000004 |
| Q1 2023 | 65 | 1,887,845 | MSFT, WDAY, TXN, CDNS | 13F-HR | 5/12/2023 | 000181661623000003 |
| Q4 2022 | 64 | 1,168,293 | MSFT, GOOG, WDAY, TMUS | 13F-HR | 2/14/2023 | 000181661623000002 |
| Q3 2022 | 67 | 1,085,281 | MSFT, GOOG, CRM, WDAY | 13F-HR | 11/14/2022 | 000181661622000008 |
| Q2 2022 | 62 | 935,033 | CRM, MSFT, GOOG, WDAY | 13F-HR | 8/15/2022 | 000181661622000005 |
| Q1 2022 | 65 | 989,381 | GOOG, MSFT, CRM, WDAY | 13F-HR | 5/16/2022 | 000181661622000004 |
| Q4 2021 | 68 | 1,140,260 | MSFT, GOOG, CRM, MCHP | 13F-HR | 2/14/2022 | 000181661622000003 |
| Q3 2021 | 68 | 1,012,805 | MSFT, GOOG, CRM, TXN | 13F-HR | 11/12/2021 | 000181661621000007 |
| Q2 2021 | 62 | 1,087,742 | MSFT, GOOG, CRM, TXN | 13F-HR | 7/21/2021 | 000181661621000005 |