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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,050 shares; 2025Q1: 60,700 shares; 2025Q2: 62,070 shares; 2025Q3: 68,470 shares; 2025Q4: 60,000 shares; 2026Q1: 61,300 shares 61,300 $12.8M 7.21% +1,300 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,280 shares; 2025Q1: 16,844 shares; 2025Q2: 24,684 shares; 2025Q3: 22,000 shares; 2025Q4: 25,000 shares; 2026Q1: 30,000 shares 30,000 $11.1M 6.27% +5,000 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,400 shares; 2025Q1: 37,000 shares; 2025Q2: 46,640 shares; 2025Q3: 32,070 shares; 2025Q4: 48,300 shares; 2026Q1: 62,480 shares 62,480 $10.9M 6.16% +14,180 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 19,415 shares; 2025Q2: 19,835 shares; 2025Q3: 20,165 shares; 2025Q4: 21,000 shares; 2026Q1: 18,000 shares 18,000 $10.3M 5.82% -3,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,575 shares; 2025Q1: 15,300 shares; 2025Q2: not reported; 2025Q3: 12,870 shares; 2025Q4: 16,020 shares; 2026Q1: 30,820 shares 30,820 $8.84M 4.99% +14,800 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,400 shares; 2025Q2: 11,630 shares; 2025Q3: 18,030 shares; 2025Q4: 20,130 shares; 2026Q1: 23,570 shares 23,570 $8.76M 4.95% +3,440 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 22,000 shares; 2025Q2: 19,850 shares; 2025Q3: 27,250 shares; 2025Q4: 26,900 shares; 2026Q1: 27,760 shares 27,760 $8.59M 4.85% +860 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,570 shares; 2025Q1: 41,060 shares; 2025Q2: 67,690 shares; 2025Q3: 57,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,150 shares 40,150 $8.17M 4.61% +150 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 148,000 shares; 2025Q3: 188,000 shares; 2025Q4: 160,000 shares; 2026Q1: 131,980 shares 131,980 $5.82M 3.29% -28,020 Timeline SOLAREDGE TECHNOLOGIES INC SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700,000 shares; 2025Q4: 4,700,000 shares; 2026Q1: 3,000,000 shares 3,000,000 $5.18M 2.93% -1,700,000 ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000,000 shares; 2026Q1: 4,000,000 shares 4,000,000 $5.16M 2.91% 0 NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,200 shares; 2026Q1: 35,300 shares 35,300 $3.69M 2.08% +26,100 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,000 shares; 2025Q4: 20,400 shares; 2026Q1: 22,500 shares 22,500 $3.61M 2.04% +2,100 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,060 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: 35,300 shares 35,300 $3.39M 1.92% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,000 shares; 2025Q4: 15,000 shares; 2026Q1: 23,000 shares 23,000 $3.38M 1.91% +8,000 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 9,200 shares; 2026Q1: 10,220 shares 10,220 $3.25M 1.84% +1,020 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,650 shares; 2025Q1: 29,000 shares; 2025Q2: 50,000 shares; 2025Q3: 35,000 shares; 2025Q4: 25,000 shares; 2026Q1: 21,381 shares 21,381 $3.24M 1.83% -3,619 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $3.15M 1.78% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 2,000 shares 2,000 $2.94M 1.66% +365 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,500 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 39,750 shares 39,750 $2.86M 1.62% +9,750 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,800 shares; 2025Q2: 25,310 shares; 2025Q3: 11,950 shares; 2025Q4: 17,150 shares; 2026Q1: 8,100 shares 8,100 $2.77M 1.56% -9,050 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 8,000 shares 8,000 $2.7M 1.53% -5,000 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 10,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $2.61M 1.47% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 15,000 shares; 2025Q4: 17,000 shares; 2026Q1: 13,230 shares 13,230 $2.57M 1.45% -3,770 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,900 shares 12,900 $2.52M 1.42% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: 10,000 shares 10,000 $2.45M 1.38% +4,400 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares; 2026Q1: 15,500 shares 15,500 $2.34M 1.32% +8,400 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,000 shares; 2025Q1: not reported; 2025Q2: 70,000 shares; 2025Q3: 170,000 shares; 2025Q4: 80,000 shares; 2026Q1: 154,950 shares 154,950 $2.14M 1.21% +74,950 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320,000 shares; 2026Q1: 250,000 shares 250,000 $2.01M 1.14% -70,000 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $1.99M 1.12% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,500 shares 15,500 $1.9M 1.08% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 90,000 shares; 2026Q1: 50,000 shares 50,000 $1.89M 1.07% -40,000 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 57,150 shares 57,150 $1.8M 1.02% +17,150 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,500 shares; 2025Q1: not reported; 2025Q2: 23,150 shares; 2025Q3: 13,000 shares; 2025Q4: 25,000 shares; 2026Q1: 20,000 shares 20,000 $1.8M 1.02% -5,000 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,525 shares 27,525 $1.7M 0.96% new Timeline SMWB SIMILARWEB LTD More: the full row for SIMILARWEB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,145 shares; 2025Q1: 296,755 shares; 2025Q2: 402,878 shares; 2025Q3: 462,878 shares; 2025Q4: 480,000 shares; 2026Q1: 615,000 shares 615,000 $1.61M 0.91% +135,000 Timeline UNITY SOFTWARE INC UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500,000 shares 1,500,000 $1.5M 0.85% new TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 18,600 shares; 2026Q1: 15,000 shares 15,000 $1.46M 0.83% -3,600 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,800 shares; 2026Q1: 27,800 shares 27,800 $1.36M 0.77% +5,000 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 3,500 shares; 2025Q2: 5,360 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 7,400 shares 7,400 $1.29M 0.73% +2,400 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 25,000 shares; 2025Q2: 38,000 shares; 2025Q3: 30,000 shares; 2025Q4: 20,000 shares; 2026Q1: 12,300 shares 12,300 $1.14M 0.64% -7,700 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares 14,500 $1.11M 0.63% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,530 shares; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $1.04M 0.59% new Timeline RTAC RENATUS TACTICAL ACQUIS More: the full row for RENATUS TACTICAL ACQUIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $1.03M 0.58% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,350 shares; 2025Q1: 24,560 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares; 2025Q4: 12,000 shares; 2026Q1: 5,500 shares 5,500 $1.03M 0.58% -6,500 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000 $908K 0.51% new Timeline VARONIS SYS INC VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500,000 shares; 2026Q1: 1,000,000 shares 1,000,000 $874K 0.49% -1,500,000 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $789K 0.45% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135,000 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $731K 0.41% 0 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $675K 0.38% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,590 shares 7,590 $642K 0.36% new Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 343,845 shares; 2025Q4: 433,500 shares; 2026Q1: 433,500 shares 433,500 $551K 0.31% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000 $515K 0.29% new Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,000 shares; 2025Q1: 30,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $468K 0.26% 0 Timeline