Timothy G. Youngquist 2020 Irrevocable Trust

13F filer · CIK 0002109159

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$510MU.S. long equity reported on 13F

Positions6328 new · 378 closed

Net flow last quarter-$62MBuys minus sells

Top 10 positions weight18.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202663 positions
CHRSCoherus Oncology, Inc.	$18.3M	3.58%	8.45%	+6.2%	Q4 2025
RLAYRelay Therapeutics, Inc.	$15M	2.94%	0.37%	+60.6%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$11.4M	2.23%	Not reported	New	Q2 2026
VKTXViking Therapeutics, Inc.	$10.6M	2.08%	0.23%	+141.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$9.24M	1.81%	0.00%	+175.3%	Q4 2025
HOODRobinhood Markets, Inc.	$9.02M	1.77%	0.04%	+26.7%	Q1 2026
AAOIApplied Optoelectronics, Inc.	$8.27M	1.62%	0.07%	+16.5%	Q4 2025
MUMicron Technology Inc	$5.32M	1.04%	0.00%	-31.5%	Q4 2025
LRCXLam Research Corp	$4.49M	0.88%	0.00%	+456.9%	Q1 2026
IONQIonQ, Inc.	$3.43M	0.67%	0.02%	New	Q2 2026
BEBloom Energy Corp	$3.34M	0.65%	0.00%	+32.3%	Q4 2025
SIMOSilicon Motion Technology CORP	$3.23M	0.63%	0.01%	New	Q2 2026
SNDKSandisk Corp	$3.17M	0.62%	0.00%	-52.3%	Q1 2026
ANETArista Networks, Inc.	$2.96M	0.58%	0.00%	+4676.7%	Q1 2026
NVDANvidia Corp	$2.79M	0.55%	0.00%	-67.8%	Q4 2025
MLYSMineralys Therapeutics, Inc.	$2.72M	0.53%	0.11%	New	Q2 2026
SITMSITIME Corp	$2.7M	0.53%	0.01%	New	Q2 2026
LITELumentum Holdings Inc.	$2.63M	0.52%	0.00%	-5.0%	Q4 2025
APLDApplied Digital Corp.	$2.61M	0.51%	0.02%	New	Q2 2026
ALABAstera Labs, Inc.	$2.61M	0.51%	0.00%	-59.5%	Q1 2026
AMZNAmazon Com Inc	$2.45M	0.48%	0.00%	-43.4%	Q1 2026
GEVGE Vernova Inc.	$2.35M	0.46%	0.00%	+0.3%	Q4 2025
COHRCoherent Corp.	$2.34M	0.46%	0.00%	+34.0%	Q4 2025
AVGOBroadcom Inc.	$2.25M	0.44%	0.00%	+19.9%	Q4 2025
KNSAKiniksa Pharmaceuticals International, plc	$2.2M	0.43%	Not reported	New	Q2 2026
NEENextera Energy Inc	$1.73M	0.34%	0.00%	+2592.1%	Q1 2026
AVAVAeroVironment Inc	$1.47M	0.29%	0.02%	New	Q2 2026
MXLMaxlinear, Inc	$1.39M	0.27%	0.01%	New	Q2 2026
PENGPenguin Solutions, Inc.	$1.36M	0.27%	0.04%	New	Q2 2026
GLWCorning Inc	$1.28M	0.25%	0.00%	+1718.5%	Q1 2026
ICHRIchor Holdings, Ltd.	$1.21M	0.24%	0.03%	New	Q2 2026
NESRNational Energy Services Reunited Corp.	$1.18M	0.23%	0.04%	+33.8%	Q1 2026
ALTOAlto Ingredients, Inc.	$1.08M	0.21%	0.24%	New	Q2 2026
MYRGMyr Group Inc.	$1.05M	0.21%	0.01%	New	Q2 2026
SEZLSezzle Inc.	$1.04M	0.20%	0.02%	New	Q2 2026
CLSCelestica Inc	$1.01M	0.20%	0.00%	-32.1%	Q1 2026
BTSGBrightSpring Health Services, Inc.	$1M	0.20%	0.01%	New	Q2 2026
DARDarling Ingredients Inc.	$994K	0.19%	0.01%	New	Q2 2026
RFILR F Industries Ltd	$993K	0.19%	0.43%	-22.0%	Q1 2026
AUGOAura Minerals Inc.	$990K	0.19%	0.02%	+51.0%	Q1 2026
RYRoyal Bank of Canada	$981K	0.19%	0.00%	+15.9%	Q1 2026
CNCCentene Corp	$959K	0.19%	0.00%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$948K	0.19%	0.00%	-44.9%	Q4 2025
NBRNabors Industries Ltd	$947K	0.19%	0.07%	+45.3%	Q1 2026
BACBank of America Corp	$945K	0.19%	0.00%	+598.8%	Q1 2026
OSCROscar Health, Inc.	$940K	0.18%	Not reported	New	Q2 2026
PBRPetrobras - Petroleo Brasileiro SA	$931K	0.18%	0.00%	New	Q2 2026
GMGeneral Motors Co	$922K	0.18%	0.00%	+31.3%	Q1 2026
TTETotalEnergies SE	$920K	0.18%	0.00%	New	Q2 2026
RXTRackspace Technology, Inc.	$909K	0.18%	0.06%	New	Q2 2026

Q1 2026Reported Aug 7, 2026413 positions
CHRSCoherus Oncology, Inc.	$20.8M	8.96%	7.97%	+108.5%	Q4 2025
NVDANvidia Corp	$7.55M	3.26%	0.00%	+270.5%	Q4 2025
RLAYRelay Therapeutics, Inc.	$4.97M	2.14%	0.26%	Not reported	Q4 2025
HOODRobinhood Markets, Inc.	$4.92M	2.12%	0.03%	New	Q1 2026
MSFTMicrosoft Corp	$4.7M	2.03%	0.00%	New	Q1 2026
RDDTReddit, Inc.	$4.51M	1.95%	Not reported	+332.2%	Q4 2025
AAOIApplied Optoelectronics, Inc.	$4.05M	1.75%	0.06%	-2.8%	Q4 2025
AMZNAmazon Com Inc	$3.78M	1.63%	0.00%	New	Q1 2026
VKTXViking Therapeutics, Inc.	$3.66M	1.58%	0.10%	Not reported	Q4 2025
KLACKla Corp	$3.34M	1.44%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$3.09M	1.33%	Not reported	New	Q1 2026
AAPLApple Inc.	$2.86M	1.23%	0.00%	New	Q1 2026
CATCaterpillar Inc	$2.72M	1.17%	0.00%	New	Q1 2026
CHRWC. H. Robinson Worldwide, Inc.	$2.63M	1.14%	0.01%	New	Q1 2026
GEGeneral Electric Co	$2.58M	1.11%	0.00%	New	Q1 2026
DIASPDR Dow Jones Industrial Average ETF Trust	$2.56M	1.11%	Not reported	New	Q1 2026
APHAmphenol Corp	$2.52M	1.09%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$2.41M	1.04%	0.00%	New	Q1 2026
DELLDell Technologies Inc.	$2.34M	1.01%	0.00%	New	Q1 2026
TELTE Connectivity plc	$2.28M	0.98%	0.00%	New	Q1 2026
MUMicron Technology Inc	$2.27M	0.98%	0.00%	+505.3%	Q4 2025
LITELumentum Holdings Inc.	$2.27M	0.98%	0.00%	+276.7%	Q4 2025
MKSIMKS Inc	$2.01M	0.87%	0.01%	New	Q1 2026
RKLBRocket Lab Corp	$1.97M	0.85%	0.01%	New	Q1 2026
SHOPShopify Inc.	$1.95M	0.84%	0.00%	+9.0%	Q4 2025
TTTrane Technologies plc	$1.95M	0.84%	0.00%	New	Q1 2026
LMNDLemonade, Inc.	$1.95M	0.84%	0.04%	Not reported	Q4 2025
CVNACarvana Co.	$1.94M	0.84%	Not reported	New	Q1 2026
SANMSanmina Corp	$1.91M	0.82%	0.03%	New	Q1 2026
LUVSouthwest Airlines Co	$1.89M	0.81%	0.01%	New	Q1 2026
SNDKSandisk Corp	$1.85M	0.80%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$1.76M	0.76%	Not reported	-76.1%	Q4 2025
GEVGE Vernova Inc.	$1.74M	0.75%	0.00%	-67.2%	Q4 2025
GOOGLAlphabet Inc.	$1.74M	0.75%	0.00%	New	Q1 2026
CERTCertara, Inc.	$1.65M	0.71%	0.19%	Not reported	Q4 2025
CDXSCodexis, Inc.	$1.59M	0.69%	1.08%	Not reported	Q4 2025
AVGOBroadcom Inc.	$1.54M	0.66%	0.00%	+85.5%	Q4 2025
ALABAstera Labs, Inc.	$1.46M	0.63%	0.01%	New	Q1 2026
TMDXTransMedics Group, Inc.	$1.44M	0.62%	0.04%	+50.0%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.18M	0.51%	0.00%	+32.3%	Q4 2025
CLSCelestica Inc	$1.15M	0.50%	0.00%	New	Q1 2026
DAWNDay One Biopharmaceuticals, Inc.	$1.14M	0.49%	0.05%	New	Q1 2026
BEBloom Energy Corp	$1.13M	0.49%	0.00%	+68.0%	Q4 2025
TSLATesla, Inc.	$1.13M	0.49%	0.00%	-84.4%	Q4 2025
GOOGAlphabet Inc.	$1.12M	0.48%	Not reported	New	Q1 2026
COHRCoherent Corp.	$1.06M	0.46%	0.00%	+34.7%	Q4 2025
PTCPTC Inc.	$1.03M	0.44%	0.01%	New	Q1 2026
BSYBentley Systems Inc	$1.01M	0.44%	Not reported	New	Q1 2026
PLTRPalantir Technologies Inc.	$944K	0.41%	0.00%	-52.5%	Q4 2025
GLDSPDR Gold Trust	$942K	0.41%	0.00%	New	Q1 2026

Q4 2025Reported Aug 7, 202634 positions
BOILProShares Trust II	$19.7M	14.43%	Not reported	New	Q4 2025
TSLATesla, Inc.	$8.72M	6.39%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$8.47M	6.21%	Not reported	New	Q4 2025
CHRSCoherus Oncology, Inc.	$8.37M	6.13%	4.87%	New	Q4 2025
HRMYHarmony Biosciences Holdings, Inc.	$4.71M	3.45%	0.22%	New	Q4 2025
RLAYRelay Therapeutics, Inc.	$4.22M	3.09%	0.29%	New	Q4 2025
GEVGE Vernova Inc.	$3.97M	2.91%	0.00%	New	Q4 2025
VKTXViking Therapeutics, Inc.	$3.96M	2.90%	0.10%	New	Q4 2025
CERTCertara, Inc.	$2.55M	1.87%	0.18%	New	Q4 2025
INTCIntel Corp	$2.53M	1.86%	0.00%	New	Q4 2025
SHOPShopify Inc.	$2.43M	1.78%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$2.41M	1.77%	0.00%	New	Q4 2025
CRDOCredo Technology Group Holding Ltd	$2.24M	1.64%	0.01%	New	Q4 2025
LMNDLemonade, Inc.	$2.21M	1.62%	0.04%	New	Q4 2025
NVDANvidia Corp	$2.18M	1.60%	0.00%	New	Q4 2025
ALBAlbemarle Corp	$2.07M	1.51%	0.01%	New	Q4 2025
RDDTReddit, Inc.	$1.78M	1.31%	Not reported	New	Q4 2025
AAOIApplied Optoelectronics, Inc.	$1.72M	1.26%	0.07%	New	Q4 2025
CDXSCodexis, Inc.	$1.59M	1.17%	1.08%	New	Q4 2025
TMDXTransMedics Group, Inc.	$1.17M	0.86%	0.03%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$935K	0.69%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$926K	0.68%	0.00%	New	Q4 2025
APPAppLovin Corp	$860K	0.63%	0.00%	New	Q4 2025
COHRCoherent Corp.	$607K	0.44%	0.00%	New	Q4 2025
BEBloom Energy Corp	$431K	0.32%	0.00%	New	Q4 2025
MUMicron Technology Inc	$317K	0.23%	0.00%	New	Q4 2025
LITELumentum Holdings Inc.	$316K	0.23%	0.00%	New	Q4 2025
NETCloudflare, Inc.	$303K	0.22%	Not reported	New	Q4 2025
BTCGrayscale Bitcoin Mini Trust ETF	$297K	0.22%	0.01%	New	Q4 2025
CRWVCoreWeave, Inc.	$262K	0.19%	Not reported	New	Q4 2025
CTMXCytomX Therapeutics, Inc.	$218K	0.16%	0.03%	New	Q4 2025
CALCCalciMedica, Inc.	$157K	0.11%	0.15%	New	Q4 2025
GLNKGrayscale Chainlink Trust ETF	$148K	0.11%	0.20%	New	Q4 2025
MGNXMacrogenics Inc	$127K	0.09%	0.12%	New	Q4 2025

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