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: 240,900 shares; 2025Q1: 240,900 shares; 2025Q2: 240,900 shares 240,900 $120M 12.71% 0 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: 496,000 shares; 2025Q1: 496,000 shares; 2025Q2: 496,000 shares 496,000 $87.4M 9.27% 0 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: 371,700 shares; 2025Q1: 371,700 shares; 2025Q2: 371,700 shares 371,700 $76.3M 8.09% 0 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: 285,680 shares; 2025Q1: 285,680 shares; 2025Q2: 285,680 shares 285,680 $62.7M 6.65% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 191,060 shares; 2025Q1: 191,060 shares; 2025Q2: 191,060 shares 191,060 $60M 6.36% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 43,650 shares; 2025Q1: 51,480 shares; 2025Q2: 51,480 shares 51,480 $52.9M 5.61% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 52,500 shares; 2025Q1: 52,500 shares; 2025Q2: 52,500 shares 52,500 $47M 4.99% 0 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: 180,000 shares; 2025Q1: 160,100 shares; 2025Q2: 106,700 shares 106,700 $37.9M 4.02% -53,400 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: 113,000 shares; 2025Q1: 100,900 shares; 2025Q2: 67,300 shares 67,300 $37.8M 4.01% -33,600 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: not reported; 2025Q1: 51,000 shares; 2025Q2: 51,000 shares 51,000 $37.6M 3.99% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,360 shares; 2025Q1: 56,300 shares; 2025Q2: 67,300 shares 67,300 $35.3M 3.75% +11,000 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: 73,000 shares; 2025Q2: 150,700 shares 150,700 $34.1M 3.62% +77,700 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE 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: 117,890 shares; 2025Q1: 117,890 shares; 2025Q2: 117,890 shares 117,890 $32.1M 3.41% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 91,400 shares; 2025Q1: 91,400 shares; 2025Q2: 60,900 shares 60,900 $32.1M 3.41% -30,500 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 90,000 shares; 2025Q1: 78,800 shares; 2025Q2: 78,800 shares 78,800 $32M 3.39% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346,500 shares; 2025Q1: 426,700 shares; 2025Q2: 426,700 shares 426,700 $29.5M 3.12% 0 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: 135,200 shares; 2025Q1: 135,200 shares; 2025Q2: 135,200 shares 135,200 $27.7M 2.93% 0 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: 53,600 shares; 2025Q1: 53,600 shares; 2025Q2: 53,600 shares 53,600 $27.3M 2.89% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 174,400 shares; 2025Q1: 174,400 shares; 2025Q2: 174,400 shares 174,400 $27.2M 2.88% 0 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: 60,020 shares; 2025Q1: 60,020 shares; 2025Q2: 60,020 shares 60,020 $23.2M 2.46% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 387,100 shares; 2025Q1: 310,700 shares; 2025Q2: 310,700 shares 310,700 $23M 2.44% 0 Timeline