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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 24 | $1,948,714,663 | +$453,441,946 | -$395,780,572 | +$57,661,374 | NVDA, LRCX, FLUT, VRT, TSM | 13F-HR | 13 Feb 2026, 10:16 |
| Q3 2025 | 23 | $1,808,036,544 | +$355,155,805 | -$267,980,417 | +$87,175,388 | NVDA, LRCX, TSM, AVGO, VRT | 13F-HR | 13 Nov 2025, 10:42 |
| Q2 2025 | 20 | $1,527,724,740 | +$229,218,132 | -$276,156,950 | -$46,938,818 | NVDA, LRCX, AVGO, TSM, APO | 13F-HR | 12 Aug 2025, 18:03 |
| Q1 2025 | 21 | $1,235,176,748 | +$216,641,284 | -$194,091,487 | +$22,549,797 | NVDA, LRCX, AVGO, APO, TSM | 13F-HR | 14 May 2025, 11:40 |
| Q4 2024 | 19 | $1,346,311,942 | +$371,357,734 | -$303,852,377 | +$67,505,357 | AVGO, LRCX, NVDA, TSM, FLUT | 13F-HR | 13 Feb 2025, 10:14 |
| Q3 2024 | 20 | $1,284,803,037 | +$424,627,299 | -$327,238,114 | +$97,389,185 | AMAT, AVGO, NVDA, VRT, LRCX | 13F-HR | 13 Nov 2024, 09:42 |
| Q2 2024 | 19 | $1,038,480,416 | +$299,556,973 | -$80,217,173 | +$219,339,800 | AMAT, NVDA, MSFT, SCHW, LRCX | 13F-HR | 13 Aug 2024, 10:36 |
| Q1 2024 | 16 | $947,284,681 | +$132,715,528 | -$123,049,062 | +$9,666,466 | NVDA, LRCX, MSFT, SCHW, AMAT | 13F-HR | 14 May 2024, 10:36 |
| Q4 2023 | 17 | $779,730,301 | +$142,638,880 | -$77,686,749 | +$64,952,131 | NVDA, MSFT, SCHW, LRCX, MA | 13F-HR | 13 Feb 2024, 10:22 |
| Q3 2023 | 16 | $620,882,592 | +$45,837,742 | -$68,281,897 | -$22,444,155 | NVDA, MSFT, LRCX, SCHW, MA | 13F-HR | 13 Nov 2023, 11:52 |
| Q2 2023 | 14 | $651,383,601 | +$89,308,352 | -$131,799,336 | -$42,490,984 | NVDA, MSFT, LRCX, SCHW, VEEV | 13F-HR | 10 Aug 2023, 07:57 |
| Q1 2023 | 16 | $604,844,569 | +$32,965,510 | -$95,365,778 | -$62,400,268 | NVDA, SCHW, LRCX, VEEV, MSFT | 13F-HR | 15 May 2023, 06:25 |
| Q4 2022 | 16 | $586,681,816 | +$65,217,030 | -$83,782,384 | -$18,565,354 | SCHW, MSFT, VEEV, LRCX, NVDA | Restatement | 21 Feb 2023, 06:28 |
| Q3 2022 | 16 | $559,316,000 | +$69,118,261 | -$143,439,061 | -$74,320,800 | MSFT, SCHW, TEAM, INTU, MA | 13F-HR | 14 Nov 2022, 07:41 |
| Q2 2022 | 17 | $679,257,000 | +$100,961,760 | -$106,088,150 | -$5,126,390 | MSFT, NVDA, SCHW, TEAM, LRCX | 13F-HR | 12 Aug 2022, 11:03 |
| Q1 2022 | 19 | $1,040,209,000 | +$172,664,220 | -$177,045,375 | -$4,381,155 | NVDA, MSFT, TEAM, GOOGL, SCHW | 13F-HR | 16 May 2022, 06:35 |
| Q4 2021 | 19 | $1,228,344,000 | +$333,369,209 | -$228,687,606 | +$104,681,603 | MSFT, NVDA, TEAM, MA, INTU | 13F-HR | 11 Feb 2022, 09:18 |
| Q3 2021 | 20 | $1,053,551,000 | +$171,388,681 | -$91,832,739 | +$79,555,942 | MSFT, NVDA, TEAM, ADBE, INTU | 13F-HR | 12 Nov 2021, 11:38 |
| Q2 2021 | 18 | $873,555,000 | +$51,404,583 | -$42,736,540 | +$8,668,043 | MSFT, ADBE, META, V, INTU | 13F-HR | 13 Aug 2021, 11:37 |
| Q1 2021 | 18 | $757,927,000 | +$145,802,387 | -$84,882,811 | +$60,919,576 | MSFT, META, ADBE, V, MA | 13F-HR | 14 May 2021, 10:05 |
| Q4 2020 | 18 | $702,572,000 | +$138,307,276 | $0 | +$138,307,276 | MSFT, ADBE, ADSK, V, META | 13F-HR | 16 Feb 2021, 07:49 |
| Q3 2020 | 16 | $517,669,000 | +$135,361,374 | -$23,117,090 | +$112,244,284 | ADBE, MSFT, V, ADSK, MA | 13F-HR | 13 Nov 2020, 13:12 |
| Q2 2020 | 17 | $370,129,000 | +$81,083,260 | -$8,249,188 | +$72,834,072 | MSFT, ADBE, V, ADSK, AMZN | 13F-HR | 13 Aug 2020, 08:02 |
| Q1 2020 | 17 | $226,699,000 | +$74,179,962 | -$26,113,712 | +$48,066,250 | MSFT, ADBE, ADSK, AMZN, BSX | 13F-HR | 14 May 2020, 17:25 |
| Q4 2019 | 16 | $199,259,000 | $0 | $0 | $0 | MSFT, ADBE, V, ADSK, META | 13F-HR | 13 Feb 2020, 10:03 |