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CIK 0001214639 • 6 13F filings • May 13, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $734K | 0.0% | 1,263 SH | New |
| AEROVIRONMENT INC | COM | $209K | 0.0% | 1,264 SH | New |
| ALPHABET INC | CAP STK CL A | $546.2M | 9.4%Prev: 6.0% | 1,528,522 SH | Increased-759,020 SH |
| ALPHABET INC | CAP STK CL C | $540K | 0.0% | 1,529 SH | New |
| AMAZON COM INC | COM | $315.7M | 5.4%Prev: 8.8% | 1,324,786 SH | Decreased-1,401,178 SH |
| AMPHENOL CORP | CL A | $125.2M | 2.1% | 710,204 SH | New |
| APPLIED OPTOELECTRONICS INC | COM | $210K | 0.0% | 1,415 SH | New |
| ARISTA NETWORKS INC | COM SHS | $447.1M | 7.7%Prev: 7.6% | 2,632,116 SH | Decreased-2,383,178 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $688K | 0.0% | 1,940 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $8.9M | 0.2% | 4,449 SH | New |
| ASTERA LABS INC | COM | $594K | 0.0% | 1,229 SH | New |
| ATI INC | COM | $86.9M | 1.5% | 441,048 SH | New |
| AUTODESK INC | COM | $64.3M | 1.1%Prev: 1.9% | 330,503 SH | Decreased-79,592 SH |
| BILLIONTOONE INC | CL A | $267K | 0.0% | 2,229 SH | New |
| BOOKING HOLDINGS INC | COM | $93.3M | 1.6%Prev: 1.6% | 523,243 SH | Decreased+504,676 SH |
| BOSTON SCIENTIFIC CORP | COM | $21.9M | 0.4%Prev: 0.0% | 511,968 SH | Increased+509,110 SH |
| BROADCOM INC | COM | $534.4M | 9.2%Prev: 3.7% | 1,414,647 SH | Increased+517,750 SH |
| BWX TECHNOLOGIES INC | COM | $293K | 0.0% | 1,506 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $93.9M | 1.6%Prev: 1.2% | 250,103 SH | Increased-15,818 SH |
| COHERENT CORP | COM | $70.9M | 1.2% | 179,782 SH | New |
| COHU INC | COM | $330K | 0.0% | 4,466 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $429K | 0.0% | 1,576 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $259K | 0.0% | 339 SH | New |
| DATADOG INC | CL A COM | $543K | 0.0% | 2,086 SH | New |
| DELL TECHNOLOGIES INC | CL C | $91.4M | 1.6% | 211,754 SH | New |
| DEXCOM INC | COM | $91.5M | 1.6%Prev: 1.9% | 1,359,135 SH | Decreased-76,161 SH |
| ENTEGRIS INC | COM | $86.8M | 1.5% | 482,799 SH | New |
| EVERPURE INC | CL A | $133.6M | 2.3% | 1,695,275 SH | New |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | $219K | 0.0% | 7,131 SH | New |
| FORMFACTOR INC | COM | $305K | 0.0% | 1,907 SH | New |
| FORTINET INC | COM | $211K | 0.0%Prev: 4.0% | 1,374 SH | Decreased-2,527,103 SH |
| GE AEROSPACE | COM NEW | $124.7M | 2.1%Prev: 2.2% | 333,572 SH | Decreased-236,947 SH |
| GE VERNOVA INC | COM | $225.5M | 3.9%Prev: 1.5% | 191,962 SH | Increased-5,029 SH |
| GUIDEWIRE SOFTWARE INC | COM | $232K | 0.0% | 1,882 SH | New |
| HEICO CORP NEW | COM | $411K | 0.0% | 1,155 SH | New |
| HOWMET AEROSPACE INC | COM | $173.9M | 3.0%Prev: 2.0% | 646,621 SH | Increased-71,584 SH |
| INTEL CORP | COM | $689K | 0.0% | 4,931 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $211K | 0.0% | 531 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $389K | 0.0%Prev: 0.0% | 3,131 SH | Increased+2,456 SH |
| JOBY AVIATION INC | COMMON STOCK | $99K | 0.0% | 11,110 SH | New |
| KEYSIGHT TECHNOLOGIES INC | COM | $92.8M | 1.6% | 265,207 SH | New |
| KLAVIYO INC | COM SER A | $209K | 0.0% | 13,813 SH | New |
| LUMENTUM HLDGS INC | COM | $403K | 0.0% | 470 SH | New |
| MACOM TECH SOLUTIONS HLDGS I | COM | $307K | 0.0% | 807 SH | New |
| MARVELL TECHNOLOGY INC | COM | $876K | 0.0% | 2,941 SH | New |
| MASTERCARD INCORPORATED | CL A | $17.6M | 0.3%Prev: 1.6% | 34,237 SH | Decreased-158,716 SH |
| META PLATFORMS INC | CL A | $309.1M | 5.3%Prev: 8.1% | 548,698 SH | Decreased-192,451 SH |
| MICROSOFT CORP | COM | $316.3M | 5.4%Prev: 10.2% | 847,829 SH | Decreased-534,654 SH |
| MONGODB INC | CL A | $337K | 0.0% | 1,002 SH | New |
| NETAPP INC | COM | $40.6M | 0.7% | 262,656 SH | New |
| NETFLIX INC. | COM | $88.5M | 1.5% | 1,239,364 SH | New |
| NVIDIA CORPORATION | COM | $941.0M | 16.1%Prev: 14.5% | 4,702,822 SH | Decreased-1,509,282 SH |
| ORACLE CORP | COM | $104.8M | 1.8%Prev: 0.2% | 715,341 SH | Increased+662,285 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $521K | 0.0% | 4,462 SH | New |
| PALO ALTO NETWORKS INC | COM | $283K | 0.0% | 831 SH | New |
| QUALCOMM INC | COM | $227K | 0.0% | 1,227 SH | New |
| REDDIT INC | CL A | $143.2M | 2.5% | 825,061 SH | New |
| SAILPOINT INC | COM | $211K | 0.0% | 14,425 SH | New |
| SAMSARA INC | COM CL A | $204K | 0.0% | 6,298 SH | New |
| SERVICENOW INC | COM | $59.4M | 1.0% | 598,708 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $470K | 0.0% | 4,112 SH | New |
| SNOWFLAKE INC | COM SHS | $269K | 0.0% | 1,056 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $75.0M | 1.3% | 163,443 SH | New |
| STRYKER CORPORATION | COM | $8.0M | 0.1%Prev: 0.0% | 25,544 SH | Increased+21,038 SH |
| SYNOPSYS INC | COM | $274K | 0.0%Prev: 0.8% | 615 SH | Decreased-101,167 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $75.7M | 1.3% | 158,437 SH | New |
| TERADYNE INC | COM | $95.3M | 1.6% | 196,967 SH | New |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $5.0M | 0.1% | 19,046 SH | New |
| UBER TECHNOLOGIES INC | COM | $112.9M | 1.9%Prev: 3.6% | 1,564,094 SH | Decreased-1,061,382 SH |
| VISA INC | COM CL A | $4.7M | 0.1%Prev: 2.4% | 13,688 SH | Decreased-436,848 SH |
| 13F-HR |
| 0001172661-26-003020 |
| $5.84B |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002718 | $6.77B | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001568 | $5.66B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001730 | $5.72B | View |