MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240,900 shares; 2025Q1: 240,900 shares; 2025Q2: 240,900 shares; 2025Q3: 240,900 shares; 2025Q4: 240,900 shares; 2026Q1: 258,320 shares; 2026Q2: 258,320 shares; 2026Q3: 258,320 shares 258,320 $132M 11.41% 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; 2024Q4: 496,000 shares; 2025Q1: 496,000 shares; 2025Q2: 496,000 shares; 2025Q3: 496,000 shares; 2025Q4: 496,000 shares; 2026Q1: 449,000 shares; 2026Q2: 370,200 shares; 2026Q3: 370,200 shares 370,200 $127M 10.97% 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; 2024Q4: 371,700 shares; 2025Q1: 371,700 shares; 2025Q2: 371,700 shares; 2025Q3: 371,700 shares; 2025Q4: 371,700 shares; 2026Q1: 371,700 shares; 2026Q2: 371,700 shares; 2026Q3: 371,700 shares 371,700 $124M 10.66% 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; 2024Q4: 285,680 shares; 2025Q1: 285,680 shares; 2025Q2: 285,680 shares; 2025Q3: 285,680 shares; 2025Q4: 352,880 shares; 2026Q1: 352,880 shares; 2026Q2: 352,880 shares; 2026Q3: 352,880 shares 352,880 $87.9M 7.57% 0 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; 2024Q4: not reported; 2025Q1: 73,000 shares; 2025Q2: 150,700 shares; 2025Q3: 150,700 shares; 2025Q4: 150,700 shares; 2026Q1: 150,700 shares; 2026Q2: 150,700 shares; 2026Q3: 150,700 shares 150,700 $68.7M 5.92% 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; 2024Q4: 135,200 shares; 2025Q1: 135,200 shares; 2025Q2: 135,200 shares; 2025Q3: 135,200 shares; 2025Q4: 135,200 shares; 2026Q1: 135,200 shares; 2026Q2: 135,200 shares; 2026Q3: 135,200 shares 135,200 $53.7M 4.62% 0 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; 2024Q4: 90,000 shares; 2025Q1: 78,800 shares; 2025Q2: 78,800 shares; 2025Q3: 78,800 shares; 2025Q4: 78,800 shares; 2026Q1: 78,800 shares; 2026Q2: 78,800 shares; 2026Q3: 78,800 shares 78,800 $53.2M 4.58% 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; 2024Q4: 46,360 shares; 2025Q1: 56,300 shares; 2025Q2: 67,300 shares; 2025Q3: 67,300 shares; 2025Q4: 67,300 shares; 2026Q1: 67,300 shares; 2026Q2: 67,300 shares; 2026Q3: 67,300 shares 67,300 $51M 4.39% 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; 2024Q4: 53,600 shares; 2025Q1: 53,600 shares; 2025Q2: 53,600 shares; 2025Q3: 53,600 shares; 2025Q4: 53,600 shares; 2026Q1: 53,600 shares; 2026Q2: 53,600 shares; 2026Q3: 180,100 shares 180,100 $47.7M 4.1% +126,500 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,500 shares; 2025Q1: 52,500 shares; 2025Q2: 52,500 shares; 2025Q3: 29,600 shares; 2025Q4: 29,600 shares; 2026Q1: 29,600 shares; 2026Q2: 242,000 shares; 2026Q3: 242,000 shares 242,000 $47.2M 4.06% 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; 2024Q4: 180,000 shares; 2025Q1: 160,100 shares; 2025Q2: 106,700 shares; 2025Q3: 106,700 shares; 2025Q4: 106,700 shares; 2026Q1: 106,700 shares; 2026Q2: 106,700 shares; 2026Q3: 106,700 shares 106,700 $38.3M 3.3% 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; 2024Q4: 191,060 shares; 2025Q1: 191,060 shares; 2025Q2: 191,060 shares; 2025Q3: 191,060 shares; 2025Q4: 191,060 shares; 2026Q1: 191,060 shares; 2026Q2: 191,060 shares; 2026Q3: 191,060 shares 191,060 $38.1M 3.28% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,000 shares; 2025Q1: 100,900 shares; 2025Q2: 67,300 shares; 2025Q3: 67,300 shares; 2025Q4: 67,300 shares; 2026Q1: 67,300 shares; 2026Q2: 67,300 shares; 2026Q3: 67,300 shares 67,300 $37.1M 3.19% 0 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; 2024Q4: not reported; 2025Q1: 51,000 shares; 2025Q2: 51,000 shares; 2025Q3: 51,000 shares; 2025Q4: 51,000 shares; 2026Q1: 51,000 shares; 2026Q2: 51,000 shares; 2026Q3: 51,000 shares 51,000 $37M 3.18% 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; 2024Q4: 91,400 shares; 2025Q1: 91,400 shares; 2025Q2: 60,900 shares; 2025Q3: 60,900 shares; 2025Q4: 91,850 shares; 2026Q1: 91,850 shares; 2026Q2: 91,850 shares; 2026Q3: 91,850 shares 91,850 $36.2M 3.12% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,900 shares; 2025Q4: 154,900 shares; 2026Q1: 154,900 shares; 2026Q2: 154,900 shares; 2026Q3: 154,900 shares 154,900 $35.4M 3.05% 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; 2024Q4: 43,650 shares; 2025Q1: 51,480 shares; 2025Q2: 51,480 shares; 2025Q3: 51,480 shares; 2025Q4: 257,400 shares; 2026Q1: 257,400 shares; 2026Q2: 257,400 shares; 2026Q3: 257,400 shares 257,400 $34.5M 2.97% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,000 shares; 2026Q2: 83,000 shares; 2026Q3: 83,000 shares 83,000 $29.1M 2.51% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 317,700 shares; 2026Q3: 317,700 shares 317,700 $22.1M 1.9% 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; 2024Q4: 387,100 shares; 2025Q1: 310,700 shares; 2025Q2: 310,700 shares; 2025Q3: 310,700 shares; 2025Q4: 310,700 shares; 2026Q1: 310,700 shares; 2026Q2: 310,700 shares; 2026Q3: 310,700 shares 310,700 $20.3M 1.75% 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; 2024Q4: 346,500 shares; 2025Q1: 426,700 shares; 2025Q2: 426,700 shares; 2025Q3: 426,700 shares; 2025Q4: 426,700 shares; 2026Q1: 426,700 shares; 2026Q2: 426,700 shares; 2026Q3: 426,700 shares 426,700 $16.2M 1.39% 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; 2024Q4: 174,400 shares; 2025Q1: 174,400 shares; 2025Q2: 174,400 shares; 2025Q3: 174,400 shares; 2025Q4: 174,400 shares; 2026Q1: 174,400 shares; 2026Q2: 174,400 shares; 2026Q3: 174,400 shares 174,400 $12.2M 1.05% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,400 shares; 2025Q1: 95,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,400 shares; 2026Q1: 52,400 shares; 2026Q2: 52,400 shares; 2026Q3: 52,400 shares 52,400 $12M 1.03% 0 Timeline