| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 106 | $2.44B | +$890M | -$3.54B | -$2.65B | T, EQIX, INTU, WDC, NVDA | 13F-HR | 2/14/2025, 02:43 PM |
| Q3 2024 | 162 | $4.81B | +$2.14B | -$2.92B | -$785M | T, MRVL, MSFT, WDC, ST | 13F-HR | 11/14/2024, 04:00 PM |
| Q2 2024 | 121 | $5.25B | +$2.54B | -$1.54B | +$993M | TWLO, HUBS, GPN, T, PH | 13F-HR | 8/14/2024, 04:02 PM |
| Q1 2024 | 102 | $4.28B | +$1.57B | -$2.51B | -$937M | ADBE, T, PNR, PH, XYL | 13F-HR | 5/15/2024, 10:09 AM |
| Q4 2023 | 105 | $4.9B | MSFT, WDC, ORCL, PNR, GOOGL | 13F-HR | 2/13/2024, 09:24 AM |