TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,500 shares; 2025Q1: 345,895 shares; 2025Q2: 414,661 shares; 2025Q3: 448,661 shares; 2025Q4: 448,661 shares; 2026Q1: 448,661 shares; 2026Q2: 448,661 shares; 2026Q3: 510,661 shares 510,661 $181M 12.38% +62,000 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 642,898 shares; 2025Q1: 757,098 shares; 2025Q2: 757,098 shares; 2025Q3: 757,098 shares; 2025Q4: 757,098 shares; 2026Q1: 757,098 shares; 2026Q2: 757,098 shares; 2026Q3: 757,098 shares 757,098 $173M 11.81% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,537 shares; 2025Q1: 748,500 shares; 2025Q2: 748,500 shares; 2025Q3: 811,992 shares; 2025Q4: 838,992 shares; 2026Q1: 838,992 shares; 2026Q2: 838,992 shares; 2026Q3: 838,992 shares 838,992 $157M 10.72% 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: 274,000 shares; 2025Q1: 300,300 shares; 2025Q2: 300,300 shares; 2025Q3: 300,300 shares; 2025Q4: 300,300 shares; 2026Q1: 300,300 shares; 2026Q2: 325,300 shares; 2026Q3: 325,300 shares 325,300 $114M 7.8% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP 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: 50,900 shares; 2026Q2: 58,500 shares; 2026Q3: 64,100 shares 64,100 $112M 7.62% +5,600 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,000 shares; 2026Q2: 50,800 shares; 2026Q3: 60,800 shares 60,800 $64.8M 4.42% +10,000 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285,000 shares; 2025Q1: 3,806,935 shares; 2025Q2: 3,806,935 shares; 2025Q3: 3,521,935 shares; 2025Q4: 3,521,935 shares; 2026Q1: 3,521,935 shares; 2026Q2: 3,521,935 shares; 2026Q3: 3,521,935 shares 3,521,935 $55.4M 3.79% 0 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; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares; 2026Q3: 29,000 shares 29,000 $52.5M 3.59% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,411,704 shares; 2025Q1: 4,627,704 shares; 2025Q2: 2,783,508 shares; 2025Q3: 3,121,346 shares; 2025Q4: 3,121,346 shares; 2026Q1: 3,121,346 shares; 2026Q2: 3,121,346 shares; 2026Q3: 3,121,346 shares 3,121,346 $51.7M 3.53% 0 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 259,000 shares; 2025Q2: 259,000 shares; 2025Q3: 502,902 shares; 2025Q4: 502,902 shares; 2026Q1: 657,235 shares; 2026Q2: 702,635 shares; 2026Q3: 702,635 shares 702,635 $49M 3.34% 0 WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP 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: 90,500 shares; 2026Q2: 101,600 shares; 2026Q3: 101,600 shares 101,600 $46.2M 3.15% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 36,800 shares; 2026Q2: 43,500 shares; 2026Q3: 43,500 shares 43,500 $40.1M 2.74% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 768,900 shares; 2026Q2: 768,900 shares; 2026Q3: 768,900 shares 768,900 $33.7M 2.3% 0 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX 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: not reported; 2026Q3: 178,600 shares 178,600 $32.9M 2.25% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 153,500 shares; 2025Q2: 153,500 shares; 2025Q3: 153,500 shares; 2025Q4: 153,500 shares; 2026Q1: 153,500 shares; 2026Q2: 153,500 shares; 2026Q3: 153,500 shares 153,500 $32.2M 2.2% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,840 shares; 2025Q1: 89,000 shares; 2025Q2: 89,000 shares; 2025Q3: 89,000 shares; 2025Q4: 89,000 shares; 2026Q1: 89,000 shares; 2026Q2: 89,000 shares; 2026Q3: 89,000 shares 89,000 $25.8M 1.76% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,985 shares; 2026Q1: 30,985 shares; 2026Q2: 30,985 shares; 2026Q3: 30,985 shares 30,985 $22.5M 1.54% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP 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: 74,000 shares; 2026Q2: 74,000 shares; 2026Q3: 74,000 shares 74,000 $20.5M 1.4% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 67,500 shares; 2025Q2: 67,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,400 shares; 2026Q3: 75,400 shares 75,400 $19.9M 1.36% +41,000 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,200 shares; 2026Q2: 19,800 shares; 2026Q3: 19,800 shares 19,800 $19.2M 1.31% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285,000 shares; 2025Q1: 412,467 shares; 2025Q2: 412,467 shares; 2025Q3: 412,467 shares; 2025Q4: 484,467 shares; 2026Q1: 484,467 shares; 2026Q2: 484,467 shares; 2026Q3: 144,311 shares 144,311 $18.9M 1.29% -340,156 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,434 shares; 2025Q3: 41,434 shares; 2025Q4: 41,434 shares; 2026Q1: 41,434 shares; 2026Q2: 41,434 shares; 2026Q3: 41,434 shares 41,434 $15.2M 1.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,591 shares; 2026Q2: 152,483 shares; 2026Q3: 152,483 shares 152,483 $15.1M 1.03% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP 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: 16,831 shares; 2026Q2: 35,231 shares; 2026Q3: 35,231 shares 35,231 $12.4M 0.85% 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: not reported; 2025Q1: 29,500 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares; 2026Q1: 29,500 shares; 2026Q2: 29,500 shares; 2026Q3: 29,500 shares 29,500 $11.7M 0.8% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO 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: 41,200 shares; 2026Q3: 41,200 shares 41,200 $11.5M 0.79% 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: 91,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,000 shares; 2026Q2: 31,000 shares; 2026Q3: 31,000 shares 31,000 $10.7M 0.73% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 114,900 shares; 2026Q3: 114,900 shares 114,900 $10.4M 0.71% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,900 shares; 2025Q2: 31,900 shares; 2025Q3: 31,900 shares; 2025Q4: 31,900 shares; 2026Q1: 31,900 shares; 2026Q2: 31,900 shares; 2026Q3: 31,900 shares 31,900 $9.26M 0.63% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 53,300 shares; 2026Q3: 53,300 shares 53,300 $8.2M 0.56% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 375,000 shares; 2026Q1: 375,000 shares; 2026Q2: 375,000 shares; 2026Q3: 375,000 shares 375,000 $7.08M 0.48% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 459,374 shares; 2026Q2: 459,374 shares; 2026Q3: 459,374 shares 459,374 $6.47M 0.44% 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; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares; 2026Q3: 40,000 shares 40,000 $5.49M 0.38% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP 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: 14,000 shares; 2026Q3: 14,000 shares 14,000 $4.03M 0.28% 0 Timeline 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,600 shares; 2026Q3: 31,600 shares 31,600 $3.88M 0.27% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 344,853 shares; 2025Q1: 656,279 shares; 2025Q2: 552,518 shares; 2025Q3: 362,279 shares; 2025Q4: 362,279 shares; 2026Q1: 362,279 shares; 2026Q2: 362,279 shares; 2026Q3: 362,279 shares 362,279 $3.06M 0.21% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS 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: 110,000 shares; 2026Q1: 110,000 shares; 2026Q2: 110,000 shares; 2026Q3: 110,000 shares 110,000 $3.01M 0.21% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 51,000 shares; 2026Q3: 51,000 shares 51,000 $3M 0.21% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 27,147 shares; 2026Q1: 27,147 shares; 2026Q2: 27,147 shares; 2026Q3: 27,147 shares 27,147 $1.14M 0.08% 0 Timeline