| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | 5,598,714 | MELI, GWRE, VEEV, RBLX | 13F-HR | 8/14/2026 | 000198547926000018 |
| Q1 2026 | 14 | 5,383,725 | GWRE, VEEV, NYT, SGI | 13F-HR | 5/15/2026 | 000198547926000011 |
| Q4 2025 | 12 | 4,419,492 | GWRE, SGI, ECHO, VEEV | 13F-HR | 2/17/2026 | 000198547926000004 |
| Q3 2025 | 10 | 3,818,942 | GWRE, VEEV, SGI, LLYVK | 13F-HR | 11/14/2025 | 000198547925000023 |
| Q2 2025 | 10 | 3,062,557 | GWRE, SGI, VEEV, LLYVK | 13F-HR | 8/14/2025 | 000198547925000006 |
| Q1 2025 | 10 | 2,544,659 | GWRE, SGI, VEEV, LLYVK | 13F-HR | 5/14/2025 | 000151271625000010 |
| Q4 2024 | 9 | 1,900,833 | GWRE, LLYVK, SGI, VEEV | 13F-HR | 2/13/2025 | 000149315225006476 |
| Q3 2024 | 9 | 1,647,227 | GWRE, LLYVK, SGI, VEEV | 13F-HR | 11/13/2024 | 000149315224044992 |
| Q2 2024 | 11 | 1,260,906 | GWRE, LLYVK, SGI, VEEV | 13F-HR | 8/14/2024 | 000149315224031958 |
| Q1 2024 | 11 | 1,100,781 | GWRE, VEEV, SGI, TDG | 13F-HR | 5/15/2024 | 000149315224019599 |
| Q4 2023 | 10 | 757,676 | GWRE, VEEV, SGI, TDG | 13F-HR | 2/13/2024 | 000149315224006092 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
7 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 9/18/2026. View all