Timothy G. Youngquist 2020 Irrevocable Trust
Long book
$204.8M
Q1 2026
Positions
432
Top-10 weight
31%
concentration
Last quarter
+18.6%
SPY +18.6%
Turnover
93%
of book per quarter
Strategy in plain words
auto-generated from filingsTimothy G. Youngquist 2020 Irrevocable Trust is an institutional manager, running a $204.8M US long book across 432 positions.
The portfolio is moderately concentrated (top 10 ≈ 31% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: COHERUS ONCOLOGY INC, NVIDIA CORP, DIREX DAIL SEMI BU 3X ET-USD, RELAY THERAPEUTICS INC, ROBINHOOD MARKETS INC - A.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.5%
Q1 2026
+18.6%
Sector allocation
Technology 41%
Healthcare 20%
Industrials 13%
Consumer discretionary 7%
Financials 7%
Other 5%
Materials 4%
Energy 1%
Long book by quarter
What does Timothy G. own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CHRS COHERUS ONCOLOGY INC | Healthcare | 12.3M | $20.8M | 10.1% | +108.5% |
| NVDA NVIDIA CORP | Technology | 43.3K | $7.6M | 3.7% | +270.5% |
| RLAY RELAY THERAPEUTICS INC | Healthcare | 499.1K | $5.0M | 2.4% | Held |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 71.0K | $4.9M | 2.4% | New |
| MSFT MICROSOFT CORP | Technology | 12.7K | $4.7M | 2.3% | New |
| RDDT REDDIT INC-CL A | Technology | 33.5K | $4.5M | 2.2% | +332.2% |
| AAOI APPLIED OPTOELECTRONICS INC | Technology | 47.9K | $4.1M | 2.0% | -2.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 18.1K | $3.8M | 1.8% | New |
| VKTX VIKING THERAPEUTICS INC | Healthcare | 112.5K | $3.7M | 1.8% | Held |
| KLAC KLA CORP | Other | 2.3K | $3.3M | 1.6% | New |
| AAPL APPLE INC | Technology | 11.3K | $2.9M | 1.4% | New |
| CAT CATERPILLAR INC | Industrials | 3.8K | $2.7M | 1.3% | New |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 15.9K | $2.6M | 1.3% | New |
| GE GENERAL ELECTRIC | Industrials | 9.1K | $2.6M | 1.3% | New |
| APH AMPHENOL CORP-CL A | Technology | 20.0K | $2.5M | 1.2% | New |
| AMAT APPLIED MATERIALS INC | Technology | 7.1K | $2.4M | 1.2% | New |
| DELL DELL TECHNOLOGIES -C | Technology | 14.2K | $2.3M | 1.1% | New |
| TEL TE CONNECTIVITY PLC | Consumer discretionary | 10.9K | $2.3M | 1.1% | New |
| MU MICRON TECHNOLOGY INC | Technology | 6.7K | $2.3M | 1.1% | +505.3% |
| LITE LUMENTUM HOLDINGS INC | Technology | 3.2K | $2.3M | 1.1% | +276.7% |
| MKSI MKS INC | Technology | 8.8K | $2.0M | 1.0% | New |
| RKLB ROCKET LAB CORP | Industrials | 30.6K | $2.0M | 1.0% | New |
| SHOP SHOPIFY INC - CLASS A | Technology | 16.5K | $2.0M | 1.0% | +9.0% |
| TT TRANE TECHNOLOGIES PLC | Technology | 4.7K | $1.9M | 1.0% | New |
| LMND LEMONADE INC | Financials | 31.1K | $1.9M | 1.0% | Held |
| CVNA CARVANA CO | Consumer discretionary | 6.2K | $1.9M | 0.9% | New |
| SANM SANMINA CORP | Technology | 14.7K | $1.9M | 0.9% | New |
| LUV SOUTHWEST AIRLINES CO | Industrials | 50.2K | $1.9M | 0.9% | New |
| SNDK SANDISK CORP | Technology | 2.9K | $1.9M | 0.9% | New |
| META META PLATFORMS INC-CLASS A | Technology | 3.1K | $1.8M | 0.9% | -76.1% |
| GEV GE VERNOVA INC | Industrials | 2.0K | $1.7M | 0.8% | -67.2% |
| GOOGL ALPHABET INC-CL A | Technology | 6.0K | $1.7M | 0.8% | New |
| CERT CERTARA INC | Technology | 289.3K | $1.6M | 0.8% | Held |
| CDXS CODEXIS INC | Other | 978.1K | $1.6M | 0.8% | Held |
| AVGO BROADCOM INC | Technology | 5.0K | $1.5M | 0.8% | +85.5% |
| ALAB ASTERA LABS INC | Technology | 13.3K | $1.5M | 0.7% | New |
| TMDX TRANSMEDICS GROUP INC | Healthcare | 14.4K | $1.4M | 0.7% | +50.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 5.8K | $1.2M | 0.6% | +32.3% |
| CLS CELESTICA INC | Technology | 4.1K | $1.2M | 0.6% | New |
| DAWNGBX DAY ONE BIOPHARMACEUTICALS I | — | 53.4K | $1.1M | 0.6% | New |
| BE BLOOM ENERGY CORP- A | Industrials | 8.3K | $1.1M | 0.6% | +68.0% |
| TSLA TESLA INC | Industrials | 3.0K | $1.1M | 0.6% | -84.4% |
| GOOG ALPHABET INC-CL C | Technology | 3.9K | $1.1M | 0.5% | New |
| COHR COHERENT CORP | Other | 4.4K | $1.1M | 0.5% | +34.7% |
| PTC PTC INC | Technology | 7.2K | $1.0M | 0.5% | New |
| BSY BENTLEY SYSTEMS INC-CLASS B | Technology | 28.8K | $1.0M | 0.5% | New |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 6.5K | $944K | 0.5% | -52.5% |
| WMT WALMART INC | Consumer discretionary | 7.1K | $881K | 0.4% | New |
| AUGO AURA MINERALS INC | Materials | 10.4K | $850K | 0.4% | New |
| SSRM SSR MINING INC | Financials | 27.6K | $810K | 0.4% | New |