| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 25 | 93,330 | GOOG, AMZN, ISRG, PLTR | 13F-HR | 11/4/2026 | 000121465926013734 |
| Q2 2026 | 24 | 92,393 | GOOG, AMZN, ISRG, PLTR | 13F-HR | 8/5/2026 | 000121465926009606 |
| Q1 2026 | 26 | 85,970 | GOOG, AMZN, PLTR, ISRG | 13F-HR | 5/13/2026 | 000121465926006113 |
| Q4 2025 | 20 | 68,942 | GOOG, PLTR, ISRG, ORCL | 13F-HR | 2/10/2026 | 000121465926001404 |
| Q3 2025 | 18 | 69,088 | ORCL, GOOG, PLTR, IMPP | 13F-HR | 11/7/2025 | 000121465925016081 |
| Q2 2025 | 18 | 53,286 | ORCL, PLTR, ISRG, GOOG | 13F-HR | 8/4/2025 | 000121465925011399 |
| Q1 2025 | 41 | 44,900 | GOOG, ISRG, ORCL, PLTR | 13F-HR | 5/8/2025 | 000121465925007136 |
| Q4 2024 | 35 | 38,183 | ORCL, ISRG, PLTR, IMPP | 13F-HR | 2/6/2025 | 000121465925002092 |
| Q3 2024 | 38 | 54,510 | ORCL, ISRG, IMPP, PLTR | 13F-HR | 11/13/2024 | 000121465924018806 |
| Q2 2024 | 55 | 59,333 | ORCL, ISRG, AAPL, NVDA | 13F-HR | 7/30/2024 | 000121465924013133 |
| Q1 2024 | 56 | 56,059 | ORCL, AAPL, ISRG, MSFT | 13F-HR | 5/6/2024 | 000121465924008397 |
| Q4 2023 | 53 | 29,991 | ISRG, AAPL, MSFT, ENVX | 13F-HR | 2/5/2024 | 000121465924001958 |
| Q3 2023 | 61 | 41,629 | AAPL, ISRG, MSFT, ATVI | 13F-HR | 10/31/2023 | 000121465923014151 |
| Q2 2023 | 97 | 73,117 | AAPL, MSFT, ISRG, NVDA | RESTATEMENT | 8/11/2023 | 000121465923011113 |
| Q1 2023 | 90 | 59,438 | NVDA, ISRG, AAPL, ORCL calls | 13F-HR | 5/12/2023 | 000121465923006967 |
| Q4 2022 | 65 | 33,533 | NVDA, ISRG, AAPL, ORCL calls | 13F-HR | 2/2/2023 | 000121465923001539 |
| Q3 2022 | 33 | 23,976 | NVDA, AAPL, ISRG, MSFT | 13F-HR | 11/10/2022 | 000121465922013508 |
| Q2 2022 | 49 | 26,022 | NVDA, AAPL, ISRG, MSFT | 13F-HR | 7/26/2022 | 000121465922009213 |
| Q1 2022 | 74 | 77,721 | NVDA, SPY, QQQ, ISRG | 13F-HR | 5/16/2022 | 000121465922007056 |
| Q4 2021 | 72 | 67,574 | AMZN, AAPL, ISRG, NVDA | 13F-HR | 2/14/2022 | 000121465922002664 |