| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 34 | 1,518,469 | AMZN, AVGO, LPX, DASH | 13F-HR | 2/14/2025 | 000117266125001171 |
| Q3 2024 | 28 | 1,440,287 | AMZN, TRU, DASH, LPX | 13F-HR | 11/14/2024 | 000117266124005217 |
| Q2 2024 | 27 | 1,374,226 | AMZN, MSFT, LPX, CRM | 13F-HR | 8/14/2024 | 000117266124003533 |
| Q1 2024 | 27 | 1,433,031 | AMZN, CRM, MSFT, FERG | 13F-HR | 5/15/2024 | 000117266124002514 |
| Q4 2023 | 23 | 1,172,753 | AMZN, MSFT, PTC, CRM | 13F-HR | 2/14/2024 | 000117266124001473 |
| Q3 2023 | 20 | 1,012,681 | AMZN, CHTR, PTC, DASH | 13F-HR | 11/14/2023 | 000117266123003881 |
| Q2 2023 | 22 | 986,424 | AMZN, PTC, META, DASH | 13F-HR | 8/14/2023 | 000117266123003116 |
| Q1 2023 | 20 | 728,192 | MSFT, AMZN, CRM, META | 13F-HR | 5/15/2023 | 000117266123002298 |
| Q4 2022 | 19 | 571,652 | MSFT, AMZN, HCA, MA | 13F-HR | 2/14/2023 | 000117266123001307 |