| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 66 | 825,261 | STX, MSFT, ASML, AMZN | 13F-HR | 5/15/2025 | 000121465925007839 |
| Q4 2024 | 66 | 900,607 | MSFT, AMZN, EQIX, MCHP | 13F-HR | 2/14/2025 | 000121465925002850 |
| Q3 2024 | 59 | 572,986 | WDC, CMCSA, MSFT, TRMB | 13F-HR | 11/14/2024 | 000121465924019147 |
| Q2 2024 | 51 | 542,780 | WDC, AMZN, OLED, V | 13F-HR | 8/14/2024 | 000121465924014693 |
| Q1 2024 | 45 | 607,986 | WDC, AMZN, FISV, MSFT | 13F-HR | 5/15/2024 | 000121465924009318 |
| Q4 2023 | 48 | 593,164 | WDC, AMZN, FLEX, MA | 13F-HR | 2/14/2024 | 000121465924002836 |
| Q3 2023 | 49 | 446,826 | NVDA, MSFT, ADI, V | 13F-HR | 11/14/2023 | 000121465923015135 |
| Q2 2023 | 35 | 227,284 | MA, META, GLW, WU | 13F-HR | 8/14/2023 | 000121465923011287 |
| Q1 2023 | 34 | 362,526 | QCOM, JNPR, T, META | 13F-HR | 5/15/2023 | 000121465923007187 |
| Q4 2022 | 35 | 289,934 | JNPR, SEDG, CIEN, MCHP | 13F-HR | 2/14/2023 | 000121465923002422 |
| Q3 2022 | 32 | 260,879 | CIEN, JNPR, SEDG, CHTR | 13F-HR | 11/14/2022 | 000121465922013699 |
| Q2 2022 | 23 | 208,168 | MRVL, KLAC, AMD, ON | 13F-HR | 8/15/2022 | 000121465922010210 |
| Q1 2022 | 25 | 215,576 | WDAY, SEDG, KLAC, RUN | 13F-HR | 5/16/2022 | 000121465922007027 |
| Q4 2021 | 22 | 204,557 | INTC, LRCX, NVDA, NXPI | 13F-HR | 2/14/2022 | 000121465922002635 |