NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205,994 shares; 2024Q4: 1,171,220 shares; 2025Q1: 1,144,373 shares; 2025Q2: 1,092,582 shares; 2025Q3: 1,012,563 shares; 2025Q4: 951,762 shares; 2026Q1: 932,066 shares; 2026Q2: 878,980 shares 878,980 $176M 19.54% -53,086 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,256 shares; 2024Q4: 287,034 shares; 2025Q1: 297,028 shares; 2025Q2: 318,679 shares; 2025Q3: 303,618 shares; 2025Q4: 298,314 shares; 2026Q1: 290,778 shares; 2026Q2: 273,112 shares 273,112 $96.5M 10.72% -17,666 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,050 shares; 2024Q4: 35,148 shares; 2025Q1: 36,593 shares; 2025Q2: 38,823 shares; 2025Q3: 37,463 shares; 2025Q4: 37,763 shares; 2026Q1: 37,372 shares; 2026Q2: 34,952 shares 34,952 $69.5M 7.73% -2,420 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; 2024Q3: 260,606 shares; 2024Q4: 274,713 shares; 2025Q1: 292,261 shares; 2025Q2: 304,787 shares; 2025Q3: 294,091 shares; 2025Q4: 299,216 shares; 2026Q1: 297,063 shares; 2026Q2: 281,682 shares 281,682 $67.1M 7.46% -15,381 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; 2024Q3: 99,093 shares; 2024Q4: 100,596 shares; 2025Q1: 103,793 shares; 2025Q2: 125,903 shares; 2025Q3: 120,517 shares; 2025Q4: 121,534 shares; 2026Q1: 119,970 shares; 2026Q2: 113,252 shares 113,252 $63.8M 7.09% -6,718 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; 2024Q3: 90,600 shares; 2024Q4: 187,202 shares; 2025Q1: 194,104 shares; 2025Q2: 201,379 shares; 2025Q3: 192,843 shares; 2025Q4: 193,227 shares; 2026Q1: 196,965 shares; 2026Q2: 185,946 shares 185,946 $63.4M 7.04% -11,019 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,132 shares; 2024Q4: 203,239 shares; 2025Q1: 217,910 shares; 2025Q2: 162,001 shares; 2025Q3: 156,391 shares; 2025Q4: 157,467 shares; 2026Q1: 156,174 shares; 2026Q2: 148,882 shares 148,882 $43.1M 4.79% -7,292 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,977 shares; 2024Q4: 24,086 shares; 2025Q1: 25,122 shares; 2025Q2: 26,229 shares; 2025Q3: 25,081 shares; 2025Q4: 25,216 shares; 2026Q1: 24,301 shares; 2026Q2: 23,135 shares 23,135 $39.3M 4.36% -1,166 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,168 shares; 2024Q4: 80,226 shares; 2025Q1: 81,024 shares; 2025Q2: 83,986 shares; 2025Q3: 80,608 shares; 2025Q4: 81,750 shares; 2026Q1: 80,418 shares; 2026Q2: 76,229 shares 76,229 $39.2M 4.35% -4,189 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,750 shares; 2024Q4: 91,616 shares; 2025Q1: 91,599 shares; 2025Q2: 91,359 shares; 2025Q3: 91,433 shares; 2025Q4: 90,430 shares; 2026Q1: 90,441 shares; 2026Q2: 86,646 shares 86,646 $31M 3.44% -3,795 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,714 shares; 2026Q1: 27,183 shares; 2026Q2: 25,770 shares 25,770 $30.9M 3.43% -1,413 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,773 shares; 2024Q4: 6,101 shares; 2025Q1: 6,130 shares; 2025Q2: 6,401 shares; 2025Q3: 6,112 shares; 2025Q4: 6,169 shares; 2026Q1: 6,211 shares; 2026Q2: 145,347 shares 145,347 $25.9M 2.88% +139,136 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,719 shares; 2024Q4: 68,064 shares; 2025Q1: 69,766 shares; 2025Q2: 73,621 shares; 2025Q3: 69,407 shares; 2025Q4: 70,955 shares; 2026Q1: 70,382 shares; 2026Q2: 64,436 shares 64,436 $25.6M 2.85% -5,946 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; 2024Q3: 175,812 shares; 2024Q4: 195,930 shares; 2025Q1: 317,920 shares; 2025Q2: 342,282 shares; 2025Q3: 328,881 shares; 2025Q4: 329,556 shares; 2026Q1: 334,839 shares; 2026Q2: 312,962 shares 312,962 $22.6M 2.51% -21,877 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433,124 shares; 2025Q3: 1,672,709 shares; 2025Q4: 1,688,819 shares; 2026Q1: 1,682,438 shares; 2026Q2: 1,588,187 shares 1,588,187 $21.2M 2.36% -94,251 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,547 shares 43,547 $20.8M 2.31% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,257 shares; 2024Q4: 280,766 shares; 2025Q1: 289,813 shares; 2025Q2: 310,631 shares; 2025Q3: 307,747 shares; 2025Q4: 305,149 shares; 2026Q1: 299,552 shares; 2026Q2: 283,168 shares 283,168 $19.1M 2.12% -16,384 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,367 shares; 2024Q4: 41,116 shares; 2025Q1: 46,434 shares; 2025Q2: 49,411 shares; 2025Q3: 47,701 shares; 2025Q4: 48,135 shares; 2026Q1: 50,214 shares; 2026Q2: 47,506 shares 47,506 $15M 1.66% -2,708 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238,389 shares 238,389 $13.2M 1.47% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,874 shares; 2026Q2: 51,112 shares 51,112 $11.3M 1.25% -1,762 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,485 shares; 2024Q4: 16,171 shares; 2025Q1: 45,874 shares; 2025Q2: 12,322 shares; 2025Q3: not reported; 2025Q4: 34,093 shares; 2026Q1: 42,117 shares; 2026Q2: 32,029 shares 32,029 $5.03M 0.56% -10,088 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,513 shares; 2026Q1: 1,572 shares; 2026Q2: 5,224 shares 5,224 $820K 0.09% +3,652 Timeline