| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 291,333 | ALAB, KLAC, COHR, ARM | 13F-HR | 8/14/2026 | 000200032426003395 |
| Q1 2026 | 26 | 134,295 | COHR, KRMN, KLAC, WULF | 13F-HR | 5/15/2026 | 000200032426001916 |
| Q4 2025 | 21 | 142,693 | ALAB, COHR, CRDO, MRVL | 13F-HR | 3/13/2026 | 000200032426000887 |