Timothy G. Youngquist 2020 Irrevocable Trust

Timothy G. Youngquist 2020 Irrevocable Trust reported 116 holdings worth US$510M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Timothy G. Youngquist 2020 Irrevocable Trust reported 116 holdings worth US$510M as of Jun 30, 2026. Largest: Coherus Oncology, Inc., Relay Therapeutics, Inc. and Viking Therapeutics, Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
116
Value as reported
US$510M

The filing in full

CompanySharesValue as reported% of portfolio
Coherus Oncology, Inc.13.1MUS$18.3M3.6%
Relay Therapeutics, Inc.801KUS$15M2.9%
Viking Therapeutics, Inc.272KUS$10.6M2.1%
Advanced Micro Devices Inc15,904US$9.24M1.8%
Robinhood Markets, Inc.89,945US$9.02M1.8%
Applied Optoelectronics, Inc.55,796US$8.27M1.6%
Micron Technology, Inc.4,607US$5.32M1.0%
Lam Research Corporation10,370US$4.49M0.88%
Ionq, Inc.64,423US$3.43M0.67%
Bloom Energy Corporation11,018US$3.34M0.65%
Sandisk Corporation1,393US$3.17M0.62%
Arista Networks, Inc.17,435US$2.96M0.58%
Nvidia Corporation13,932US$2.79M0.55%
Mineralys Therapeutics, Inc.101KUS$2.72M0.53%
Sitime Corporation3,625US$2.7M0.53%
Lumentum Holdings Inc.3,070US$2.63M0.52%
Applied Digital Corporation70,000US$2.61M0.51%
Astera Labs, Inc.5,395US$2.61M0.51%
Amazon.com, Inc.10,260US$2.45M0.48%
Ge Vernova Inc.1,996US$2.35M0.46%
Coherent Corp.5,938US$2.34M0.46%
Broadcom Inc.5,954US$2.25M0.44%
Nextera Energy, Inc.19,760US$1.73M0.34%
Aerovironment, Inc.8,883US$1.47M0.29%
Maxlinear, Inc10,846US$1.39M0.27%
Penguin Solutions, Inc.17,950US$1.36M0.27%
Corning Incorporated5,019US$1.28M0.25%
Ichor Holdings10,762US$1.21M0.24%
National Energy Services Reunited Corp39,591US$1.18M0.23%
Alto Ingredients, Inc.190KUS$1.08M0.21%
Myr Group, Inc.2,091US$1.05M0.21%
Sezzle Inc.6,085US$1.04M0.20%
Celestica Inc.2,776US$1.01M0.20%
Brightspring Health Services, Inc.14,340US$1M0.20%
Darling Ingredients Inc.18,200US$994K0.19%
Rf Industries, Ltd.46,813US$993K0.19%
Aura Minerals Inc.15,723US$990K0.19%
Royal Bank Of Canada4,741US$981K0.19%
Centene Corporation14,934US$959K0.19%
Credo Technology Group Holding Ltd3,487US$948K0.19%
Nabors Industries Ltd.11,276US$947K0.19%
Bank Of America Corporation16,583US$945K0.19%
Oscar Health, Inc.32,965US$940K0.18%
Petroleo Brasileiro Sa63,579US$931K0.18%
General Motors Company11,964US$922K0.18%
Rackspace Technology, Inc.139KUS$909K0.18%
Eni S.p.a.19,362US$907K0.18%
United Natural Foods, Inc.18,349US$838K0.16%
Stonex Group Inc.6,991US$828K0.16%
Macom Technology Solutions Holdings, Inc.1,936US$736K0.14%
Td Synnex Corporation1,283US$343K0.07%
Western Digital Corporation493US$315K0.06%
Liquidia Corporation2,782US$222K0.04%
Cloudflare, Inc.667US$164K0.03%
Axt Inc1,812US$131K0.03%
Context Therapeutics Inc.198KUS$110K0.02%
Walmart Inc.400US$45,304<0.01%

Source

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