| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 23 | 1,629,410 | CRM, PTC, AMZN, FIS | 13F-HR | 11/13/2024 | 000182773424000007 |
| Q2 2024 | 22 | 1,504,268 | CRM, PTC, AMZN, FIS | 13F-HR | 8/13/2024 | 000182773424000006 |
| Q1 2024 | 19 | 1,302,629 | PTC, TMUS, CRM, AMZN | 13F-HR | 5/15/2024 | 000182773424000005 |
| Q4 2023 | 21 | 1,180,258 | CRM, PTC, TMUS, AMZN | 13F-HR | 2/14/2024 | 000182773424000002 |
| Q3 2023 | 21 | 1,035,752 | CRM, PTC, INTU, IT | 13F-HR | 11/14/2023 | 000182773423000007 |
| Q2 2023 | 24 | 1,009,577 | PTC, CRM, INTU, TMUS | 13F-HR | 8/11/2023 | 000182773423000005 |
| Q1 2023 | 21 | 887,628 | PTC, CRM, BKNG, TMUS | 13F-HR | 5/15/2023 | 000182773423000004 |
| Q4 2022 | 22 | 695,897 | CRM, TMUS, PTC, WDAY | 13F-HR | 2/13/2023 | 000182773423000002 |
| Q3 2022 | 19 | 729,610 | TMUS, WDAY, MSFT, CRM | 13F-HR | 11/14/2022 | 000182773422000007 |
| Q2 2022 | 19 | 693,939 | TMUS, PTC, MSFT, BKNG | 13F-HR | 8/12/2022 | 000182773422000006 |
| Q1 2022 | 19 | 969,140 | TMUS, WDAY, MSFT, AMZN | 13F-HR | 5/13/2022 | 000182773422000005 |
| Q4 2021 | 20 | 1,002,951 | TMUS, WDAY, META, BKNG | 13F-HR | 2/11/2022 | 000182773422000004 |
| Q3 2021 | 17 | 821,393 | WDAY, MSFT, TMUS, NFLX | 13F-HR | 11/12/2021 | 000182773421000006 |
| Q2 2021 | 16 | 819,455 | META, MSFT, AMZN, TMUS | 13F-HR | 8/13/2021 | 000182773421000004 |
| Q1 2021 | 14 | 748,259 | TMUS, MSFT, META, NFLX | 13F-HR | 5/14/2021 | 000182556421000003 |
| Q4 2020 | 16 | 602,087 | MSFT, TMUS, ATVI, GOOGL | 13F-HR | 2/12/2021 | 000182773421000003 |