Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 20 | 156,485 | SITM, ALAB, META, CPRT | 13F-HR | 7/15/2025 | 000205330325000004 |
Q1 2025 | 22 | 134,014 | CPRT, LRCX, ALAB, MSFT | 13F-HR | 5/1/2025 | 000205330325000003 |
Q4 2024 | 24 | 172,392 | ALAB, AMZN, CPRT, TNA | 13F-HR | 1/30/2025 | 000205330325000001 |