OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,000 shares; 2024Q4: 77,578 shares; 2025Q1: 91,252 shares; 2025Q2: 130,720 shares; 2025Q3: 136,190 shares; 2025Q4: 181,566 shares; 2026Q1: 65,000 shares; 2026Q2: 701,163 shares 701,163 $60.7M 4.66% +636,163 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: 20,000 shares; 2024Q4: 46,784 shares; 2025Q1: 43,520 shares; 2025Q2: 44,857 shares; 2025Q3: 39,048 shares; 2025Q4: 48,662 shares; 2026Q1: 37,268 shares; 2026Q2: 28,904 shares 28,904 $57.5M 4.41% -8,364 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,000 shares; 2024Q4: 132,114 shares; 2025Q1: 71,725 shares; 2025Q2: 18,720 shares; 2025Q3: 30,634 shares; 2025Q4: 175,528 shares; 2026Q1: 120,268 shares; 2026Q2: 139,963 shares 139,963 $52.2M 4% +19,695 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,679 shares; 2025Q3: 33,956 shares; 2025Q4: not reported; 2026Q1: 162,762 shares; 2026Q2: 107,496 shares 107,496 $47.8M 3.67% -55,266 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 253,732 shares 253,732 $46.9M 3.6% new 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 reported; 2024Q4: 157,146 shares; 2025Q1: 140,002 shares; 2025Q2: 171,427 shares; 2025Q3: 157,142 shares; 2025Q4: 205,797 shares; 2026Q1: 210,568 shares; 2026Q2: 193,437 shares 193,437 $46.1M 3.54% -17,131 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: 15,500 shares; 2026Q2: 90,051 shares 90,051 $43M 3.3% +74,551 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 846,105 shares; 2026Q2: 319,217 shares 319,217 $40.9M 3.13% -526,888 Timeline INTC INTEL CORP More: the full row for INTEL CORP 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: 291,791 shares 291,791 $40.7M 3.12% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 11,402 shares; 2025Q4: 47,866 shares; 2026Q1: 91,516 shares; 2026Q2: 89,659 shares 89,659 $40M 3.07% -1,857 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: 60,000 shares; 2024Q4: 91,673 shares; 2025Q1: 78,575 shares; 2025Q2: 62,860 shares; 2025Q3: 68,567 shares; 2025Q4: 117,186 shares; 2026Q1: 114,278 shares; 2026Q2: 107,134 shares 107,134 $40M 3.06% -7,144 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 108,571 shares; 2026Q2: 493,074 shares 493,074 $38.8M 2.98% +384,503 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 720,607 shares 720,607 $37.6M 2.88% 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: 20,000 shares; 2024Q4: 35,349 shares; 2025Q1: 23,712 shares; 2025Q2: 28,573 shares; 2025Q3: 24,998 shares; 2025Q4: 37,572 shares; 2026Q1: 18,852 shares; 2026Q2: 31,723 shares 31,723 $33.1M 2.54% +12,871 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: 30,000 shares; 2024Q4: 22,599 shares; 2025Q1: 35,720 shares; 2025Q2: 27,143 shares; 2025Q3: 30,001 shares; 2025Q4: 24,863 shares; 2026Q1: 47,858 shares; 2026Q2: 56,290 shares 56,290 $31.7M 2.43% +8,432 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 216,405 shares; 2026Q1: not reported; 2026Q2: 176,385 shares 176,385 $30M 2.3% 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; 2024Q3: 35,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,860 shares; 2025Q3: not reported; 2025Q4: 72,261 shares; 2026Q1: 45,711 shares; 2026Q2: 57,142 shares 57,142 $29.3M 2.25% +11,431 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 41,793 shares; 2026Q2: 67,584 shares 67,584 $28.1M 2.15% +25,791 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,715 shares; 2025Q4: 16,085 shares; 2026Q1: 78,573 shares; 2026Q2: 147,995 shares 147,995 $26.1M 2% +69,422 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,714 shares; 2025Q1: not reported; 2025Q2: 14,743 shares; 2025Q3: not reported; 2025Q4: 57,804 shares; 2026Q1: 28,571 shares; 2026Q2: 173,849 shares 173,849 $24.7M 1.9% +145,278 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,000 shares; 2024Q4: 183,186 shares; 2025Q1: 181,366 shares; 2025Q2: 253,059 shares; 2025Q3: 276,487 shares; 2025Q4: 95,582 shares; 2026Q1: 85,966 shares; 2026Q2: 55,534 shares 55,534 $21.9M 1.68% -30,432 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 117,304 shares; 2025Q1: 11,247 shares; 2025Q2: 88,590 shares; 2025Q3: 42,875 shares; 2025Q4: 7,587 shares; 2026Q1: 32,429 shares; 2026Q2: 115,777 shares 115,777 $21.4M 1.64% +83,348 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 285,714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474,770 shares 474,770 $20.1M 1.54% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,571 shares; 2025Q2: 146,296 shares; 2025Q3: 105,041 shares; 2025Q4: 32,474 shares; 2026Q1: 39,443 shares; 2026Q2: 263,466 shares 263,466 $20M 1.53% +224,023 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,000 shares; 2024Q4: 88,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,429 shares; 2026Q2: 78,573 shares 78,573 $19.6M 1.51% -42,856 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,000 shares; 2025Q3: 70,273 shares; 2025Q4: 45,524 shares; 2026Q1: 45,000 shares; 2026Q2: 542,581 shares 542,581 $18.8M 1.44% +497,581 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000,000 shares; 2024Q4: not reported; 2025Q1: 774,284 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,402,853 shares; 2026Q2: 2,721,766 shares 2,721,766 $18.6M 1.42% +1,318,913 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,000 shares; 2024Q4: 132,856 shares; 2025Q1: 150,418 shares; 2025Q2: 244,337 shares; 2025Q3: 276,537 shares; 2025Q4: 202,595 shares; 2026Q1: not reported; 2026Q2: 89,310 shares 89,310 $17.9M 1.37% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,000 shares; 2024Q4: 578,334 shares; 2025Q1: 391,956 shares; 2025Q2: 288,986 shares; 2025Q3: 423,034 shares; 2025Q4: 244,192 shares; 2026Q1: not reported; 2026Q2: 188,938 shares 188,938 $17.2M 1.32% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,954 shares; 2026Q1: 23,000 shares; 2026Q2: 13,875 shares 13,875 $16M 1.23% -9,125 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222,034 shares; 2025Q2: 160,474 shares; 2025Q3: 43,394 shares; 2025Q4: 29,320 shares; 2026Q1: 23,977 shares; 2026Q2: 7,000 shares 7,000 $15.9M 1.22% -16,977 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,714 shares; 2025Q3: 54,287 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,969 shares 125,969 $15.4M 1.18% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 201,287 shares; 2026Q2: 107,631 shares 107,631 $15.4M 1.18% -93,656 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: 15,118 shares; 2025Q4: 10,117 shares; 2026Q1: 4,000 shares; 2026Q2: 60,507 shares 60,507 $15.3M 1.17% +56,507 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP 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: 150,000 shares 150,000 $15.2M 1.17% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP 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: 50,409 shares; 2026Q2: 49,301 shares 49,301 $14.8M 1.14% -1,108 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 781,553 shares; 2026Q2: 828,592 shares 828,592 $14.4M 1.1% +47,039 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 55,806 shares; 2026Q1: 27,305 shares; 2026Q2: 56,040 shares 56,040 $14.3M 1.09% +28,735 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,573 shares; 2025Q3: 28,571 shares; 2025Q4: 36,665 shares; 2026Q1: 21,646 shares; 2026Q2: 29,591 shares 29,591 $13.6M 1.04% +7,945 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132,191 shares; 2025Q1: not reported; 2025Q2: 172,934 shares; 2025Q3: 159,507 shares; 2025Q4: 58,900 shares; 2026Q1: 95,432 shares; 2026Q2: 57,362 shares 57,362 $13.5M 1.04% -38,070 Timeline ETSY ETSY INC More: the full row for ETSY 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: 125,716 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178,571 shares 178,571 $13.5M 1.03% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 109,683 shares; 2025Q1: 100,000 shares; 2025Q2: 45,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129,853 shares 129,853 $12.4M 0.95% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 31,746 shares; 2025Q4: not reported; 2026Q1: 90,000 shares; 2026Q2: 57,785 shares 57,785 $12.3M 0.95% -32,215 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,979 shares; 2025Q2: not reported; 2025Q3: 66,338 shares; 2025Q4: 11,128 shares; 2026Q1: 15,819 shares; 2026Q2: 30,748 shares 30,748 $11.9M 0.91% +14,929 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES 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: not reported; 2026Q2: 32,183 shares 32,183 $11.3M 0.86% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,000 shares; 2024Q4: 18,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127,664 shares 127,664 $10.4M 0.8% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: not reported; 2026Q2: 17,144 shares 17,144 $8.67M 0.66% new Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,000 shares; 2024Q4: 353,372 shares; 2025Q1: 120,680 shares; 2025Q2: 75,908 shares; 2025Q3: 152,367 shares; 2025Q4: 162,733 shares; 2026Q1: 59,092 shares; 2026Q2: 100,935 shares 100,935 $8.66M 0.66% +41,843 Timeline AVT AVNET INC More: the full row for AVNET 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: not reported; 2026Q2: 97,391 shares 97,391 $8.65M 0.66% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,000 shares; 2024Q4: 31,375 shares; 2025Q1: not reported; 2025Q2: 71,429 shares; 2025Q3: 14,284 shares; 2025Q4: 39,325 shares; 2026Q1: not reported; 2026Q2: 43,177 shares 43,177 $7.49M 0.57% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,000 shares; 2024Q4: 111,428 shares; 2025Q1: 304,169 shares; 2025Q2: 53,707 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,853 shares; 2026Q2: 7,143 shares 7,143 $6.13M 0.47% -15,710 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN 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: 168,000 shares; 2026Q2: 609,206 shares 609,206 $6.03M 0.46% +441,206 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,299 shares; 2025Q4: not reported; 2026Q1: 107,147 shares; 2026Q2: 35,714 shares 35,714 $5.99M 0.46% -71,433 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: not reported; 2025Q4: 101,164 shares; 2026Q1: 981,100 shares; 2026Q2: 679,715 shares 679,715 $5.04M 0.39% -301,385 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,716 shares; 2025Q3: not reported; 2025Q4: 419,103 shares; 2026Q1: 142,857 shares; 2026Q2: 157,139 shares 157,139 $4.37M 0.34% +14,282 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; 2024Q3: 1,131,651 shares; 2024Q4: 714,285 shares; 2025Q1: 1,278,327 shares; 2025Q2: 1,509,899 shares; 2025Q3: 200,000 shares; 2025Q4: 323,726 shares; 2026Q1: 927,628 shares; 2026Q2: 890,588 shares 890,588 $4.21M 0.32% -37,040 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 85,714 shares; 2026Q2: 95,693 shares 95,693 $3.45M 0.26% +9,979 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 54,380 shares; 2025Q1: 38,000 shares; 2025Q2: 37,143 shares; 2025Q3: 35,715 shares; 2025Q4: 39,380 shares; 2026Q1: 58,863 shares; 2026Q2: 10,029 shares 10,029 $3.37M 0.26% -48,834 Timeline FFIV F5 INC More: the full row for F5 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: 58,843 shares; 2026Q2: 7,103 shares 7,103 $2.95M 0.23% -51,740 Timeline TSLA TESLA INC More: the full row for TESLA 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: not reported; 2026Q2: 6,500 shares 6,500 $2.73M 0.21% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES 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: not reported; 2026Q2: 336,666 shares 336,666 $2.59M 0.2% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS 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: not reported; 2026Q2: 9,002 shares 9,002 $2.07M 0.16% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,000 shares; 2024Q4: 448,887 shares; 2025Q1: 279,370 shares; 2025Q2: 90,160 shares; 2025Q3: 44,000 shares; 2025Q4: 26,303 shares; 2026Q1: not reported; 2026Q2: 35,000 shares 35,000 $1.79M 0.14% new 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; 2024Q3: not reported; 2024Q4: 7,143 shares; 2025Q1: 21,428 shares; 2025Q2: 39,303 shares; 2025Q3: 55,715 shares; 2025Q4: 66,305 shares; 2026Q1: 64,296 shares; 2026Q2: 4,285 shares 4,285 $1.75M 0.13% -60,011 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,577 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,711 shares; 2026Q1: not reported; 2026Q2: 16,654 shares 16,654 $1.65M 0.13% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,809 shares; 2025Q2: not reported; 2025Q3: 51,827 shares; 2025Q4: 10,116 shares; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $1.45M 0.11% new Timeline BETA BETA TECHNOLOGIES INC More: the full row for BETA TECHNOLOGIES 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: not reported; 2026Q2: 86,000 shares 86,000 $1.44M 0.11% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,573 shares; 2025Q2: not reported; 2025Q3: 16,425 shares; 2025Q4: 26,834 shares; 2026Q1: 72,976 shares; 2026Q2: 5,013 shares 5,013 $1.31M 0.1% -67,963 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 22,713 shares; 2026Q2: 7,706 shares 7,706 $968K 0.07% -15,007 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,689 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,428 shares; 2025Q4: 16,159 shares; 2026Q1: not reported; 2026Q2: 5,200 shares 5,200 $949K 0.07% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,286 shares; 2025Q3: 88,569 shares; 2025Q4: 76,380 shares; 2026Q1: 56,206 shares; 2026Q2: 16,372 shares 16,372 $934K 0.07% -39,834 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,000 shares; 2024Q4: 99,999 shares; 2025Q1: not reported; 2025Q2: 950,000 shares; 2025Q3: 155,399 shares; 2025Q4: 121,398 shares; 2026Q1: not reported; 2026Q2: 140,000 shares 140,000 $850K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,857 shares; 2025Q4: 39,889 shares; 2026Q1: 3,000 shares; 2026Q2: 2,423 shares 2,423 $826K 0.06% -577 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73,815 shares; 2025Q1: not reported; 2025Q2: 56,000 shares; 2025Q3: 242,260 shares; 2025Q4: 126,153 shares; 2026Q1: 233,197 shares; 2026Q2: 5,000 shares 5,000 $810K 0.06% -228,197 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 57,143 shares; 2025Q4: 116,344 shares; 2026Q1: not reported; 2026Q2: 3,069 shares 3,069 $633K 0.05% new Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD 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: 2,209,273 shares; 2025Q4: 1,015,791 shares; 2026Q1: 38,970 shares; 2026Q2: 39,551 shares 39,551 $30.1K <0.01% +581 Timeline