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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 38 | $555,939,258 | +$32,649,019 | -$66,783,485 | -$34,134,466 | GOOG, MSFT, AMZN, IQV, V | 13F-HR | 10 Feb 2026, 10:58 |
| Q3 2025 | 39 | $564,194,778 | +$63,793,565 | -$24,044,800 | +$39,748,765 | MSFT, GOOG, AMZN, TMUS, V | 13F-HR | 12 Nov 2025, 09:19 |
| Q2 2025 | 37 | $489,886,299 | +$70,525,956 | -$83,371,345 | -$12,845,389 | MSFT, GOOG, AMZN, V, TMUS | 13F-HR | 12 Aug 2025, 16:53 |
| Q1 2025 | 41 | $471,828,369 | +$72,519,262 | -$102,828,332 | -$30,309,070 | MSFT, TMUS, GOOG, V, AMZN | 13F-HR | 12 May 2025, 13:07 |
| Q4 2024 | 46 | $513,464,058 | +$68,676,613 | -$79,941,750 | -$11,265,137 | MSFT, GOOG, AMZN, TMUS, V | 13F-HR | 13 Feb 2025, 13:00 |
| Q3 2024 | 45 | $530,120,861 | +$30,104,035 | -$18,739,275 | +$11,364,760 | MSFT, GOOG, TMUS, UNH, AMZN | 13F-HR | 12 Nov 2024, 06:12 |
| Q2 2024 | 49 | $505,182,449 | +$30,920,975 | -$45,642,987 | -$14,722,012 | MSFT, GOOG, AMZN, NXPI, TMUS | 13F-HR | 12 Aug 2024, 14:18 |
| Q1 2024 | 48 | $497,892,164 | +$48,760,177 | -$37,143,095 | +$11,617,082 | MSFT, GOOG, NXPI, AMZN, TMUS | 13F-HR | 09 May 2024, 13:19 |
| Q4 2023 | 47 | $462,969,237 | +$58,186,885 | -$13,984,894 | +$44,201,991 | MSFT, GOOG, NXPI, TMUS, UNH | 13F-HR | 12 Feb 2024, 06:00 |
| Q3 2023 | 36 | $373,772,815 | +$47,548,639 | -$22,330,212 | +$25,218,427 | MSFT, GOOG, NXPI, UNH, TMUS | 13F-HR | 09 Nov 2023, 14:00 |
| Q2 2023 | 38 | $357,524,781 | +$91,905,715 | -$7,008,607 | +$84,897,108 | MSFT, GOOG, NXPI, AMZN, TMUS | 13F-HR | 11 Aug 2023, 16:30 |
| Q1 2023 | 32 | $250,864,473 | +$146,751,523 | -$2,899,170 | +$143,852,353 | MSFT, GOOG, NXPI, TMUS, NOC | 13F-HR | 15 May 2023, 06:08 |
| Q4 2022 | 24 | $96,756,597 | +$4,182,768 | -$9,151,069 | -$4,968,301 | MSFT, GOOG, NXPI, V, AAPL | 13F-HR | 10 Feb 2023, 15:47 |
| Q3 2022 | 24 | $98,800,000 | +$15,768,473 | -$7,533,041 | +$8,235,432 | MSFT, AAPL, GOOG, NXPI, AMZN | 13F-HR | 10 Nov 2022, 15:19 |
| Q2 2022 | 25 | $106,026,000 | +$9,740,244 | -$3,229,201 | +$6,511,043 | MSFT, GOOG, AAPL, NXPI, AMZN | 13F-HR | 12 Aug 2022, 16:02 |
| Q1 2022 | 25 | $126,123,000 | +$7,968,710 | -$4,023,317 | +$3,945,393 | MSFT, GOOG, AAPL, AMZN, NXPI | 13F-HR | 13 May 2022, 08:54 |
| Q4 2021 | 26 | $126,865,000 | +$1,823,580 | -$333,716,057 | -$331,892,477 | MSFT, GOOG, AAPL, NXPI, AMZN | 13F-HR | 14 Feb 2022, 10:13 |
| Q3 2021 | 29 | $421,412,000 | +$22,048,174 | -$106,097,704 | -$84,049,530 | MSFT, GOOG, NXPI, PRU, AMZN | 13F-HR | 12 Nov 2021, 11:25 |
| Q2 2021 | 34 | $511,552,000 | +$53,302,183 | -$37,099,112 | +$16,203,071 | MSFT, GOOG, NXPI, META, PRU | 13F-HR | 12 Aug 2021, 15:26 |
| Q1 2021 | 34 | $453,852,000 | +$39,893,354 | -$15,227,744 | +$24,665,610 | MSFT, NXPI, GOOG, KSU, PRU | 13F-HR | 14 May 2021, 14:17 |
| Q4 2020 | 36 | $396,411,000 | +$81,585,351 | -$26,622,865 | +$54,962,486 | MSFT, NXPI, GOOG, AMZN, TMUS | 13F-HR | 12 Feb 2021, 11:35 |
| Q3 2020 | 31 | $309,160,000 | +$64,029,988 | -$32,310,816 | +$31,719,172 | MSFT, AMZN, GOOG, NXPI, TMUS | 13F-HR | 16 Nov 2020, 13:25 |
| Q2 2020 | 30 | $267,622,000 | +$41,483,417 | -$35,036,086 | +$6,447,331 | MSFT, AMZN, GOOG, NXPI, TMUS | 13F-HR | 12 Aug 2020, 16:01 |
| Q1 2020 | 28 | $216,348,000 | +$30,537,000 | -$38,525,098 | -$7,988,098 | MSFT, AMZN, GOOG, KSU, SCHO | 13F-HR | 14 May 2020, 16:00 |
| Q4 2019 | 39 | $263,936,000 | +$40,992,247 | -$22,479,564 | +$18,512,683 | MSFT, T, GOOG, KSU, NXPI | 13F-HR | 12 Feb 2020, 06:03 |
| Q3 2019 | 38 | $226,643,000 | +$44,968,381 | -$16,096,126 | +$28,872,255 | MSFT, T, GOOG, KSU, BKNG | 13F-HR | 13 Nov 2019, 06:03 |
| Q2 2019 | 37 | $192,296,000 | +$29,440,817 | -$19,828,063 | +$9,612,754 | MSFT, T, GOOG, GM, KSU | 13F-HR | 14 Aug 2019, 07:53 |
| Q1 2019 | 38 | $173,862,000 | +$23,765,252 | -$8,189,447 | +$15,575,805 | MSFT, GOOG, T, ENB, GM | 13F-HR | 10 May 2019, 20:43 |
| Q4 2018 | 36 | $142,313,000 | $0 | $0 | $0 | MSFT, GOOG, T, GM, ENB | 13F-HR | 14 Feb 2019, 06:11 |