| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 26 | 149,788 | NVDA, AMZN, NOW, AAPL | 13F-HR | 5/14/2025 | 000139834425009333 |
| Q4 2024 | 26 | 171,534 | NVDA, NOW, AMZN, AAPL | 13F-HR | 2/13/2025 | 000139834425002604 |
| Q3 2024 | 27 | 167,329 | NVDA, NOW, AMZN, KLAC | 13F-HR | 11/13/2024 | 000139834424020529 |
| Q2 2024 | 28 | 162,322 | NVDA, AMZN, KLAC, NOW | 13F-HR | 8/13/2024 | 000139834424014428 |
| Q1 2024 | 28 | 149,043 | NVDA, AMZN, NOW, MSFT | 13F-HR | 5/13/2024 | 000139834424009212 |
| Q4 2023 | 30 | 138,081 | NOW, AMZN, MSFT, AAPL | 13F-HR | 2/13/2024 | 000139834424002666 |
| Q3 2023 | 31 | 120,011 | AMZN, NOW, MSFT, AAPL | 13F-HR | 11/13/2023 | 000139834423020440 |
| Q2 2023 | 32 | 123,361 | AAPL, AMZN, MSFT, NOW | 13F-HR | 8/11/2023 | 000139834423014588 |
| Q1 2023 | 30 | 104,461 | AAPL, MSFT, NOW, AMZN | 13F-HR | 5/12/2023 | 000139834423009555 |
| Q4 2022 | 30 | 99,263 | UNH, MA, AMZN, MSFT | 13F-HR | 2/13/2023 | 000139834423002783 |
| Q3 2022 | 29 | 102,037 | AMZN, UNH, AAPL, TSLA | 13F-HR | 11/10/2022 | 000139834422021753 |
| Q2 2022 | 27 | 105,110 | UNH, AMZN, NOW, MSFT | 13F-HR | 8/15/2022 | 000139834422015531 |
| Q1 2022 | 28 | 139,064 | AMZN, NOW, UNH, TSLA | 13F-HR | 5/16/2022 | 000139834422009631 |
| Q4 2021 | 28 | 166,355 | AMZN, NOW, EPAM, ADBE | 13F-HR | 2/14/2022 | 000139834422002924 |
| Q3 2021 | 29 | 163,934 | AMZN, PYPL, NOW, ADBE | 13F-HR | 11/15/2021 | 000139834421021440 |
| Q2 2021 | 29 | 162,476 | AMZN, PYPL, ADBE, META | 13F-HR | 8/16/2021 | 000139834421016212 |
| Q1 2021 | 29 | 137,615 | AMZN, PYPL, TSLA, META | 13F-HR | 5/17/2021 | 000139834421010818 |
| Q4 2020 | 29 | 135,192 | AMZN, PYPL, TSLA, NOW | 13F-HR | 2/16/2021 | 000139834421003369 |