Timothy G. Youngquist 2020 Irrevocable Trust 13F holdings
Timothy G. Youngquist 2020 Irrevocable Trust reported 66 positions with a total reported value of $498.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: VANGUARD WORLD FD (52.1%), DIREXION SHARES ETF TRUST (10.9%), CHRS COHERUS ONCOLOGY INC (3.7%), PROSHARES TR (3.4%), RLAY RELAY THERAPEUTICS INC (3.0%). Against 2026-03-31 it opened 29 new positions and exited 384. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 66 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VANGUARD WORLD FD | 2,172,703 | $259.7M | 52.1% |
| DIREXION SHARES ETF TRUST | 1,027,042 | $54.5M | 10.9% |
| CHRS COHERUS ONCOLOGY INC | 13,050,623 | $18.3M | 3.7% |
| PROSHARES TR | 282,103 | $16.7M | 3.4% |
| RLAY RELAY THERAPEUTICS INC | 801,464 | $15.0M | 3.0% |
| QQQ INVESCO QQQ TR | 15,423 | $11.4M | 2.3% |
| VKTX VIKING THERAPEUTICS INC | 271,849 | $10.6M | 2.1% |
| AMD ADVANCED MICRO DEVICES INC | 15,904 | $9.2M | 1.9% |
| ROBINHOOD MKTS INC | 89,945 | $9.0M | 1.8% |
| AAOI APPLIED OPTOELECTRONICS INC | 55,796 | $8.3M | 1.7% |
| MU MICRON TECHNOLOGY INC | 4,607 | $5.3M | 1.1% |
| LRCX LAM RESEARCH CORP | 10,370 | $4.5M | 0.9% |
| IONQ IONQ INC | 64,423 | $3.4M | 0.7% |
| BE BLOOM ENERGY CORP | 11,018 | $3.3M | 0.7% |
| SIMO SILICON MOTION TECHNOLOGY CO | 9,684 | $3.2M | 0.6% |
| SNDK SANDISK CORP | 1,393 | $3.2M | 0.6% |
| ANET ARISTA NETWORKS INC | 17,435 | $3.0M | 0.6% |
| NVDA NVIDIA CORPORATION | 13,932 | $2.8M | 0.6% |
| MLYS MINERALYS THERAPEUTICS INC | 100,869 | $2.7M | 0.5% |
| SITM SITIME CORP | 3,625 | $2.7M | 0.5% |
| LITE LUMENTUM HLDGS INC | 3,070 | $2.6M | 0.5% |
| APLD APPLIED DIGITAL CORP | 70,000 | $2.6M | 0.5% |
| ALAB ASTERA LABS INC | 5,395 | $2.6M | 0.5% |
| AMZN AMAZON COM INC | 10,260 | $2.4M | 0.5% |
| GEV GE VERNOVA INC | 1,996 | $2.3M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 29 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VANGUARD WORLD FD | 2,172,703 | $259.7M | 52.1% |
| QQQ INVESCO QQQ TR | 15,423 | $11.4M | 2.3% |
| IONQ IONQ INC | 64,423 | $3.4M | 0.7% |
| SIMO SILICON MOTION TECHNOLOGY CO | 9,684 | $3.2M | 0.6% |
| MLYS MINERALYS THERAPEUTICS INC | 100,869 | $2.7M | 0.5% |
| SITM SITIME CORP | 3,625 | $2.7M | 0.5% |
| APLD APPLIED DIGITAL CORP | 70,000 | $2.6M | 0.5% |
| KNSA KINIKSA PHARMACEUTICALS INTL | 34,341 | $2.2M | 0.4% |
| AVAV AEROVIRONMENT INC | 8,883 | $1.5M | 0.3% |
| MXL MAXLINEAR INC | 10,846 | $1.4M | 0.3% |
| PENG PENGUIN SOLUTIONS INC | 17,950 | $1.4M | 0.3% |
| ICHR ICHOR HOLDINGS | 10,762 | $1.2M | 0.2% |
| ALTO ALTO INGREDIENTS INC | 189,690 | $1.1M | 0.2% |
| MYRG MYR GROUP INC | 2,091 | $1.0M | 0.2% |
| SEZL SEZZLE INC | 6,085 | $1.0M | 0.2% |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 14,340 | $1.0M | 0.2% |
| DAR DARLING INGREDIENTS INC | 18,200 | $994.1K | 0.2% |
| CNC CENTENE CORP DEL | 14,934 | $958.6K | 0.2% |
| OSCR OSCAR HEALTH INC | 32,965 | $940.2K | 0.2% |
| PETROLEO BRASILEIRO S A | 63,579 | $930.8K | 0.2% |
| TTE TOTALENERGIES SE | 11,825 | $919.5K | 0.2% |
| RXT RACKSPACE TECHNOLOGY INC | 139,263 | $909.4K | 0.2% |
| E ENI SPA | 19,362 | $907.3K | 0.2% |
| MTSI MACOM TECH SOLUTIONS HLDGS I | 1,936 | $736.4K | 0.1% |
| SNX TD SYNNEX CORPORATION | 1,283 | $343.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 384 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ISHARES TR | 119,126 | $6.9M | 3.4% |
| MSFT MICROSOFT CORP | 12,700 | $4.7M | 2.3% |
| SELECT SECTOR SPDR TR | 49,490 | $4.6M | 2.2% |
| RDDT REDDIT INC | 33,527 | $4.5M | 2.2% |
| KLAC KLA CORP | 2,267 | $3.3M | 1.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 4,747 | $3.1M | 1.5% |
| AAPL APPLE INC | 11,274 | $2.9M | 1.4% |
| GOOGL ALPHABET INC | 9,936 | $2.9M | 1.4% |
| CAT CATERPILLAR INC | 3,843 | $2.7M | 1.3% |
| CHRW C H ROBINSON WORLDWIDE IN | 15,857 | $2.6M | 1.3% |
| GE AEROSPACE | 9,097 | $2.6M | 1.3% |
| STATE STR SPDR DOW JONES IND | 5,535 | $2.6M | 1.3% |
| APH AMPHENOL CORP | 19,973 | $2.5M | 1.2% |
| APPLIED MATLS INC | 7,054 | $2.4M | 1.2% |
| DELL DELL TECHNOLOGIES INC | 14,240 | $2.3M | 1.1% |
| TEL TE CONNECTIVITY PLC | 10,895 | $2.3M | 1.1% |
| SPDR SERIES TRUST | 22,292 | $2.0M | 1.0% |
| MKSI MKS INC. | 8,752 | $2.0M | 1.0% |
| RKLB ROCKET LAB CORP | 30,636 | $2.0M | 1.0% |
| SHOP SHOPIFY INC | 16,454 | $2.0M | 1.0% |
| TT TRANE TECHNOLOGIES PLC | 4,674 | $1.9M | 1.0% |
| LMND LEMONADE INC | 31,050 | $1.9M | 1.0% |
| CVNA CARVANA CO | 6,172 | $1.9M | 0.9% |
| SANM SANMINA CORP | 14,699 | $1.9M | 0.9% |
| SOUTHWEST AIRLS CO | 50,220 | $1.9M | 0.9% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DIREXION SHARES ETF TRUST | 448,277 | 1,027,042 | +129.1% | $54.5M |
| PROSHARES TR | 56,510 | 282,103 | +399.2% | $16.7M |
| VKTX VIKING THERAPEUTICS INC | 112,500 | 271,849 | +141.6% | $10.6M |
| AMD ADVANCED MICRO DEVICES INC | 5,777 | 15,904 | +175.3% | $9.2M |
| RLAY RELAY THERAPEUTICS INC | 499,058 | 801,464 | +60.6% | $15.0M |
| LRCX LAM RESEARCH CORP | 1,862 | 10,370 | +456.9% | $4.5M |
| ANET ARISTA NETWORKS INC | 365 | 17,435 | +4,676.7% | $3.0M |
| ROBINHOOD MKTS INC | 71,000 | 89,945 | +26.7% | $9.0M |
| NEE NEXTERA ENERGY INC | 734 | 19,760 | +2,592.1% | $1.7M |
| GLW CORNING INC | 276 | 5,019 | +1,718.5% | $1.3M |
| AAOI APPLIED OPTOELECTRONICS INC | 47,887 | 55,796 | +16.5% | $8.3M |
| CHRS COHERUS ONCOLOGY INC | 12,290,800 | 13,050,623 | +6.2% | $18.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NVDA NVIDIA CORPORATION | 43,315 | 13,932 | -67.8% | $2.8M |
| ALAB ASTERA LABS INC | 13,318 | 5,395 | -59.5% | $2.6M |
| SNDK SANDISK CORP | 2,917 | 1,393 | -52.2% | $3.2M |
| MU MICRON TECHNOLOGY INC | 6,725 | 4,607 | -31.5% | $5.3M |
| AMZN AMAZON COM INC | 18,130 | 10,260 | -43.4% | $2.4M |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 6,323 | 3,487 | -44.9% | $948.3K |
| GLD SPDR GOLD TR | 2,190 | 100 | -95.4% | $36.8K |
| WMT WALMART INC | 7,086 | 400 | -94.4% | $45.3K |
| CLS CELESTICA INC | 4,091 | 2,776 | -32.1% | $1.0M |
| NET CLOUDFLARE INC | 2,437 | 667 | -72.6% | $163.6K |
| RF INDS LTD | 59,993 | 46,813 | -22.0% | $992.9K |
| SNEX STONEX GROUP INC | 9,265 | 6,991 | -24.5% | $828.4K |
CIK 2109159 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
