NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455,498 shares; 2025Q1: 449,322 shares; 2025Q2: 156,521 shares 156,521 $24.7M 20.8% -292,801 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,855 shares; 2025Q1: 19,337 shares; 2025Q2: 15,329 shares 15,329 $11.3M 9.52% -4,008 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,716 shares; 2025Q1: 51,711 shares; 2025Q2: 45,892 shares 45,892 $10.1M 8.47% -5,819 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,670 shares; 2025Q1: 156,486 shares; 2025Q2: 73,168 shares 73,168 $9.97M 8.39% -83,318 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,037 shares; 2025Q1: 31,419 shares; 2025Q2: 34,965 shares 34,965 $9.64M 8.11% +3,546 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,434 shares; 2025Q1: 52,292 shares; 2025Q2: 43,231 shares 43,231 $8.85M 7.44% -9,061 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,570 shares; 2025Q2: 70,433 shares 70,433 $6.57M 5.53% +54,863 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,908 shares; 2025Q1: 5,900 shares; 2025Q2: 28,396 shares 28,396 $5.2M 4.37% +22,496 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 3,823 shares; 2025Q2: 9,714 shares 9,714 $4.95M 4.16% +5,891 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,915 shares; 2025Q1: 2,935 shares; 2025Q2: 3,250 shares 3,250 $4.35M 3.66% +315 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,669 shares; 2025Q2: 18,877 shares 18,877 $4.28M 3.6% +2,208 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 533 shares; 2025Q2: 4,660 shares 4,660 $3.41M 2.87% +4,127 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,760 shares; 2025Q1: 6,490 shares; 2025Q2: 37,085 shares 37,085 $2.87M 2.41% +30,595 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,560 shares; 2025Q1: 15,227 shares; 2025Q2: 16,160 shares 16,160 $2.85M 2.4% +933 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,451 shares; 2025Q1: 10,872 shares; 2025Q2: 8,905 shares 8,905 $1.83M 1.54% -1,967 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,415 shares; 2025Q1: 798 shares; 2025Q2: 3,128 shares 3,128 $1.6M 1.35% +2,330 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,246 shares; 2025Q1: 3,946 shares; 2025Q2: 2,957 shares 2,957 $1.47M 1.24% -989 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,550 shares; 2025Q2: 6,550 shares 6,550 $638K 0.54% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,419 shares; 2025Q1: 27,821 shares; 2025Q2: 1,438 shares 1,438 $457K 0.38% -26,383 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,405 shares 40,405 $438K 0.37% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,989 shares; 2025Q1: 848 shares; 2025Q2: 768 shares 768 $432K 0.36% -80 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,250 shares; 2025Q2: 1,195 shares 1,195 $424K 0.36% -55 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,570 shares; 2025Q1: 1,962 shares; 2025Q2: 1,087 shares 1,087 $421K 0.35% -875 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares 1,314 $394K 0.33% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,723 shares; 2025Q1: 7,326 shares; 2025Q2: 2,764 shares 2,764 $392K 0.33% -4,562 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares 11,600 $371K 0.31% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares 316 $313K 0.26% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 940 shares 940 $293K 0.25% +420 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,300 shares; 2025Q1: 25,300 shares; 2025Q2: 18,184 shares 18,184 $195K 0.16% -7,116 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,216 shares; 2025Q1: 12,216 shares; 2025Q2: 12,216 shares 12,216 $170K 0.14% 0 Timeline