| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 20 | 619,778 | UNH, DHR, AMZN, TSM | 13F-HR | 11/14/2024 | 000196510424000007 |
| Q2 2024 | 19 | 568,869 | UNH, TSM, ADI, DHR | 13F-HR | 8/14/2024 | 000196510424000004 |
| Q1 2024 | 19 | 569,469 | UNH, AMZN, PCOR, DHR | 13F-HR | 5/15/2024 | 000196510424000003 |
| Q4 2023 | 20 | 307,424 | UNH, AMZN, TSM, LULU | 13F-HR | 2/14/2024 | 000196510424000002 |
| Q3 2023 | 18 | 260,966 | UNH, GOOGL, AMZN, CDNS | 13F-HR | 11/13/2023 | 000196510423000004 |
| Q2 2023 | 16 | 246,593 | UNH, DECK, SNOW, TMO | 13F-HR | 8/11/2023 | 000196510423000003 |
| Q1 2023 | 21 | 278,904 | UNH, SNOW, TMO, AMD | 13F-HR | 5/12/2023 | 000196510423000002 |
| Q4 2022 | 19 | 246,818 | UNH, SNOW, DECK, TMO | 13F-HR | 2/13/2023 | 000196510423000001 |