NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,150 shares; 2026Q2: 76,930 shares 76,930 $15.4M 15.2% +59,780 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: not loaded; 2024Q4: not loaded; 2025Q1: 38,390 shares; 2025Q2: 38,390 shares; 2025Q3: 13,650 shares; 2025Q4: 39,950 shares; 2026Q1: 39,950 shares; 2026Q2: 48,830 shares 48,830 $11.6M 11.49% +8,880 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,050 shares; 2025Q2: 15,050 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,407 shares; 2026Q2: 24,732 shares 24,732 $8.84M 8.73% +15,325 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,664 shares; 2026Q1: 19,664 shares; 2026Q2: 19,664 shares 19,664 $7.33M 7.24% 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,725 shares; 2026Q2: 15,770 shares 15,770 $5.96M 5.88% +1,045 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: not loaded; 2024Q4: not loaded; 2025Q1: 29,499 shares; 2025Q2: 52,300 shares; 2025Q3: not reported; 2025Q4: 76,453 shares; 2026Q1: 76,453 shares; 2026Q2: 76,453 shares 76,453 $5.52M 5.45% 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,620 shares; 2026Q1: 52,620 shares; 2026Q2: 76,420 shares 76,420 $5.46M 5.39% +23,800 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,540 shares; 2025Q2: not reported; 2025Q3: 4,100 shares; 2025Q4: 9,850 shares; 2026Q1: 4,055 shares; 2026Q2: 9,001 shares 9,001 $5.07M 5.01% +4,946 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,525 shares 23,525 $4.19M 4.14% new 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 loaded; 2024Q4: not loaded; 2025Q1: 21,930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,410 shares; 2026Q2: 7,720 shares 7,720 $3.69M 3.64% -6,690 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,645 shares; 2025Q2: 12,645 shares; 2025Q3: 12,645 shares; 2025Q4: 12,645 shares; 2026Q1: 20,845 shares; 2026Q2: 20,845 shares 20,845 $3.27M 3.22% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,500 shares; 2025Q2: 24,400 shares; 2025Q3: 24,400 shares; 2025Q4: not reported; 2026Q1: 23,360 shares; 2026Q2: 15,740 shares 15,740 $2.91M 2.87% -7,620 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $2.87M 2.83% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 30,050 shares; 2025Q3: not reported; 2025Q4: 24,850 shares; 2026Q1: 24,850 shares; 2026Q2: 24,850 shares 24,850 $2.38M 2.35% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares; 2026Q2: 14,940 shares 14,940 $2.19M 2.16% +5,890 Timeline HSAI HESAI GROUP More: the full row for HESAI GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96,380 shares 96,380 $1.76M 1.73% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 8,080 shares; 2026Q1: 8,080 shares; 2026Q2: 8,080 shares 8,080 $1.66M 1.64% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,770 shares 3,770 $1.61M 1.59% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,790 shares 4,790 $1.6M 1.58% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,710 shares; 2026Q2: 104,710 shares 104,710 $1.53M 1.51% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,460 shares 1,460 $1.05M 1.04% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,940 shares; 2025Q2: 81,500 shares; 2025Q3: 81,500 shares; 2025Q4: 40,750 shares; 2026Q1: 40,750 shares; 2026Q2: 40,750 shares 40,750 $1.04M 1.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $995K 0.98% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 952 shares 952 $992K 0.98% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,405 shares 5,405 $971K 0.96% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,900 shares 6,900 $822K 0.81% new Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,129 shares 1,129 $565K 0.56% new Timeline