| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 21 | 384,945 | MRVL, ONTO, AMAT, VRT | 13F-HR | 11/8/2024 | 000108514624005462 |
| Q2 2024 | 31 | 456,607 | AMAT, LRCX, MRVL, ONTO | 13F-HR | 8/9/2024 | 000108514624003633 |
| Q1 2024 | 19 | 506,986 | AMD, SMCI, LRCX, AMAT | 13F-HR | 4/26/2024 | 000108514624002050 |
| Q4 2023 | 19 | 395,669 | AMD, LRCX, ANET, AMAT | 13F-HR | 1/19/2024 | 000108514624000338 |
| Q3 2023 | 19 | 317,352 | LRCX, AMAT, ANET, CDNS | 13F-HR | 11/7/2023 | 000108514623004189 |
| Q2 2023 | 16 | 319,744 | LRCX, AMAT, INTC, MU | 13F-HR | 8/3/2023 | 000108514623003067 |
| Q1 2023 | 19 | 282,457 | GOOGL, NVDA, TSM, MSFT | 13F-HR | 4/24/2023 | 000108514623001820 |
| Q4 2022 | 24 | 220,611 | GOOGL, TSM, ASML, MSFT | 13F-HR | 1/30/2023 | 000108514623000432 |