Timothy G. Youngquist 2020 Irrevocable Trust reported 23 positions worth $108.99M for the quarter ended Sep 30, 2026, down 30.1% on the prior quarter. It opened 1 new position, added to 5, trimmed 4 and exited 40. Its largest holding is Coherus Oncology, Inc. at 14.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NET Cloudflare, Inc. | +5,212 | +781.4% | $1.81M | 1.87% |
| LRCX Lam Research Corp | +4,322 | +41.7% | $1.42M | 4.43% |
| LITE Lumentum Holdings Inc. | +1,140 | +37.1% | $1.11M | 3.75% |
| STX Seagate Technology Holdings plc | +1,165 | – | $1.07M | 0.986% |
| AAOI Applied Optoelectronics, Inc. | +9,722 | +17.4% | $965.01K | 5.97% |
| GEV GE Vernova Inc. | +755 | +37.8% | $717.62K | 2.4% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SIMO Silicon Motion Technology CORP | -9,684 | -100.0% | $3.23M | Exited |
| SITM SITIME Corp | -3,625 | -100.0% | $2.70M | Exited |
| ALAB Astera Labs, Inc. | -5,395 | -100.0% | $2.61M | Exited |
| AVGO Broadcom Inc. | -5,954 | -100.0% | $2.25M | Exited |
| NEE Nextera Energy Inc | -19.8K | -100.0% | $1.73M | Exited |
| AVAV AeroVironment Inc | -8,883 | -100.0% | $1.47M | Exited |
| MXL Maxlinear, Inc | -10.8K | -100.0% | $1.39M | Exited |
| PENG Penguin Solutions, Inc. | -18.0K | -100.0% | $1.36M | Exited |
| GLW Corning Inc | -5,019 | -100.0% | $1.28M | Exited |
| ICHR Ichor Holdings, Ltd. | -10.8K | -100.0% | $1.21M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| STX Seagate Technology Holdings plc | +1,165 | $1.07M | 0.986% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SIMO Silicon Motion Technology CORP | -9,684 | $3.23M | 2.07% |
| SITM SITIME Corp | -3,625 | $2.70M | 1.73% |
| ALAB Astera Labs, Inc. | -5,395 | $2.61M | 1.67% |
| AVGO Broadcom Inc. | -5,954 | $2.25M | 1.44% |
| NEE Nextera Energy Inc | -19.8K | $1.73M | 1.11% |
| AVAV AeroVironment Inc | -8,883 | $1.47M | 0.941% |
| MXL Maxlinear, Inc | -10.8K | $1.39M | 0.891% |
| PENG Penguin Solutions, Inc. | -18.0K | $1.36M | 0.875% |
| GLW Corning Inc | -5,019 | $1.28M | 0.822% |
| ICHR Ichor Holdings, Ltd. | -10.8K | $1.21M | 0.775% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CHRS Coherus Oncology, Inc. | Healthcare | 13.05M | $15.79M | 14.49% | 0 | 0.0% | Unchanged | 8.43% |
| 2 | RLAY Relay Therapeutics, Inc. | Healthcare | 801.5K | $14.47M | 13.27% | 0 | 0.0% | Unchanged | 0.37% |
| 3 | HOOD Robinhood Markets, Inc. | Financial Services | 89.9K | $10.12M | 9.28% | 0 | 0.0% | Unchanged | 0.01% |
| 4 | VKTX Viking Therapeutics, Inc. | Healthcare | 271.8K | $8.86M | 8.13% | 0 | 0.0% | Unchanged | 0.21% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 14.0K | $8.59M | 7.88% | -1,864 | -11.7% | Reduced | 0% |
| 6 | AAOI Applied Optoelectronics, Inc. | Technology | 65.5K | $6.50M | 5.97% | +9,722 | +17.4% | Added | 0.08% |
| 7 | LRCX Lam Research Corp | Technology | 14.7K | $4.83M | 4.43% | +4,322 | +41.7% | Added | 0% |
| 8 | LITE Lumentum Holdings Inc. | Technology | 4,210 | $4.09M | 3.75% | +1,140 | +37.1% | Added | 0% |
| 9 | MU Micron Technology Inc | Technology | 3,671 | $3.91M | 3.59% | -936 | -20.3% | Reduced | 0% |
| 10 | ANET Arista Networks, Inc. | Technology | 17.4K | $3.55M | 3.26% | 0 | 0.0% | Unchanged | 0% |
| 11 | NVDA Nvidia Corp | Technology | 13.9K | $3.18M | 2.92% | 0 | 0.0% | Unchanged | 0% |
| 12 | BE Bloom Energy Corp | Industrials | 10.9K | $3.02M | 2.77% | -110 | -1.0% | Reduced | 0% |
| 13 | IONQ IonQ, Inc. | Technology | 64.4K | $2.83M | 2.59% | 0 | 0.0% | Unchanged | 0.02% |
| 14 | GEV GE Vernova Inc. | Industrials | 2,751 | $2.61M | 2.4% | +755 | +37.8% | Added | 0% |
| 15 | KNSA Kiniksa Pharmaceuticals International, plc | Healthcare | 34.3K | $2.56M | 2.35% | 0 | 0.0% | Unchanged | 0.04% |
Tip. Select a row to see that position’s full history at Timothy G. Youngquist 2020 Irrevocable Trust.
As of its Q3 2026 13F filing, Timothy G. Youngquist 2020 Irrevocable Trust’s five largest positions were Coherus Oncology, Inc. (CHRS) at 14.5%, Relay Therapeutics, Inc. (RLAY) at 13.3%, Robinhood Markets, Inc. (HOOD) at 9.3%, Viking Therapeutics, Inc. (VKTX) at 8.1%, Advanced Micro Devices Inc (AMD) at 7.9% of the reported portfolio.
Timothy G. Youngquist 2020 Irrevocable Trust reported a 13F portfolio worth $108.99M across 23 positions for Q3 2026. That is down 30.1% from the previous quarter.
Its largest purchases by value were Cloudflare, Inc. ($1.81M), Lam Research Corp ($1.42M), Lumentum Holdings Inc. ($1.11M). It opened 1 new positions.
Its largest sales by value were Silicon Motion Technology CORP ($3.23M), SITIME Corp ($2.70M), Astera Labs, Inc. ($2.61M). It exited 40 positions entirely.
From the Form 13F-HR reports Timothy G. Youngquist 2020 Irrevocable Trust files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.