| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 29 | $143M | +$64.9M | -$27.3M | +$37.5M | NVDA, AMZN, META, AMAT, PANW | 13F-HR | 7/22/2024, 04:25 PM |
| Q1 2024 | 31 | $126M | +$657K | -$249K | +$408K | NVDA, GE, AMZN, META, AMAT | 13F-HR | 5/10/2024, 01:03 PM |
| Q4 2023 | 19 | $41.3M | $0 | $0 | PANW, MSFT, AMD, SNPS, MPWR | 13F-HR | 5/21/2024, 01:44 PM |