| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 17 | 417,396 | NVDA, ANET, TXN, WDC | 13F-HR | 8/11/2025 | 000204106225000009 |
| Q1 2025 | 16 | 235,852 | NVDA, CDNS, TXN, GLW | 13F-HR | 5/12/2025 | 000204106225000006 |
| Q4 2024 | 21 | 423,309 | MRVL, NVDA, TSM, TXN | 13F-HR | 2/11/2025 | 000204106225000003 |