# Timothy G. Youngquist 2020 Irrevocable Trust

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2109159. Source: https://holderbook.com/funds/2109159-timothy-g-youngquist-2020-irrevocable-trust/

- Reported value: $510.0M
- Positions: 115
- Weight of the ten largest: 76.0%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $259.7M | 2,172,703 | 50.9% | 1 |
| DIREXION SHARES ETF TRUST | [SOXL](https://holderbook.com/stocks/SOXL/) | $29.3M | 109,740 | 5.7% | 3 |
| COHERUS ONCOLOGY INC | [CHRS](https://holderbook.com/stocks/CHRS/) | $18.3M | 13,050,623 | 3.6% | 3 |
| RELAY THERAPEUTICS INC | [RLAY](https://holderbook.com/stocks/RLAY/) | $15.0M | 801,464 | 2.9% | 3 |
| DIREXION SHARES ETF TRUST | [TNA](https://holderbook.com/stocks/TNA/) | $12.3M | 163,850 | 2.4% | 3 |
| PROSHARES TR | [TQQQ](https://holderbook.com/stocks/TQQQ/) | $11.7M | 143,990 | 2.3% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $11.4M | 15,423 | 2.2% | 1 |
| VIKING THERAPEUTICS INC | [VKTX](https://holderbook.com/stocks/VKTX/) | $10.6M | 271,849 | 2.1% | 3 |
| DIREXION SHARES ETF TRUST | [SPXL](https://holderbook.com/stocks/SPXL/) | $10.2M | 37,846 | 2.0% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $9.2M | 15,904 | 1.8% | 3 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $9.0M | 89,945 | 1.8% | 2 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $8.3M | 55,796 | 1.6% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $5.3M | 4,607 | 1.0% | 3 |
| PROSHARES TR | [SQQQ](https://holderbook.com/stocks/SQQQ/) | $5.1M | 138,113 | 1.0% | 3 |
| UNITED STS OIL FD LP | [USO](https://holderbook.com/stocks/USO/) | $4.7M | 0 | 0.9% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.5M | 10,370 | 0.9% | 2 |
| IONQ INC | [IONQ](https://holderbook.com/stocks/IONQ/) | $3.4M | 64,423 | 0.7% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $3.3M | 11,018 | 0.7% | 3 |
| SILICON MOTION TECHNOLOGY CO | [SIMO](https://holderbook.com/stocks/SIMO/) | $3.2M | 9,684 | 0.6% | 1 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $3.2M | 1,393 | 0.6% | 2 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.0M | 17,435 | 0.6% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.8M | 13,932 | 0.5% | 3 |
| MINERALYS THERAPEUTICS INC | [MLYS](https://holderbook.com/stocks/MLYS/) | $2.7M | 100,869 | 0.5% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.7M | 0 | 0.5% | 3 |
| DIREXION SHARES ETF TRUST | [TZA](https://holderbook.com/stocks/TZA/) | $2.7M | 715,606 | 0.5% | 3 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $2.7M | 3,625 | 0.5% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $2.6M | 3,070 | 0.5% | 3 |
| APPLIED DIGITAL CORP | [APLD](https://holderbook.com/stocks/APLD/) | $2.6M | 70,000 | 0.5% | 1 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $2.6M | 5,395 | 0.5% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.4M | 10,260 | 0.5% | 2 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.3M | 1,996 | 0.5% | 3 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $2.3M | 5,938 | 0.5% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.2M | 5,954 | 0.4% | 3 |
| KINIKSA PHARMACEUTICALS INTL | [KNSA](https://holderbook.com/stocks/KNSA/) | $2.2M | 34,341 | 0.4% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.7M | 19,760 | 0.3% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.6M | 0 | 0.3% | 3 |
| AEROVIRONMENT INC | [AVAV](https://holderbook.com/stocks/AVAV/) | $1.5M | 8,883 | 0.3% | 1 |
| MAXLINEAR INC | [MXL](https://holderbook.com/stocks/MXL/) | $1.4M | 10,846 | 0.3% | 1 |
| PENGUIN SOLUTIONS INC | [PENG](https://holderbook.com/stocks/PENG/) | $1.4M | 17,950 | 0.3% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.3M | 5,019 | 0.3% | 2 |
| ICHOR HOLDINGS | [ICHR](https://holderbook.com/stocks/ICHR/) | $1.2M | 10,762 | 0.2% | 1 |
| NATIONAL ENERGY SERVICES REU | [NESR](https://holderbook.com/stocks/NESR/) | $1.2M | 39,591 | 0.2% | 2 |
| ALTO INGREDIENTS INC | [ALTO](https://holderbook.com/stocks/ALTO/) | $1.1M | 189,690 | 0.2% | 1 |
| MYR GROUP INC | [MYRG](https://holderbook.com/stocks/MYRG/) | $1.0M | 2,091 | 0.2% | 1 |
| SEZZLE INC | [SEZL](https://holderbook.com/stocks/SEZL/) | $1.0M | 6,085 | 0.2% | 1 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $1.0M | 2,776 | 0.2% | 2 |
| BRIGHTSPRING HEALTH SVCS INC | [BTSG](https://holderbook.com/stocks/BTSG/) | $1.0M | 14,340 | 0.2% | 1 |
| DARLING INGREDIENTS INC | [DAR](https://holderbook.com/stocks/DAR/) | $994.1K | 18,200 | 0.2% | 1 |
| RF INDS LTD | [RFIL](https://holderbook.com/stocks/RFIL/) | $992.9K | 46,813 | 0.2% | 2 |
| AURA MINERALS INC | [AUGO](https://holderbook.com/stocks/AUGO/) | $989.8K | 15,723 | 0.2% | 2 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $981.2K | 4,741 | 0.2% | 2 |
| CENTENE CORP DEL | [CNC](https://holderbook.com/stocks/CNC/) | $958.6K | 14,934 | 0.2% | 1 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $948.3K | 3,487 | 0.2% | 3 |
| NABORS INDUSTRIES LTD | [NBR](https://holderbook.com/stocks/NBR/) | $947.3K | 11,276 | 0.2% | 2 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $944.9K | 16,583 | 0.2% | 2 |
| OSCAR HEALTH INC | [OSCR](https://holderbook.com/stocks/OSCR/) | $940.2K | 32,965 | 0.2% | 1 |
| PETROLEO BRASILEIRO S A | [PBR](https://holderbook.com/stocks/PBR/) | $930.8K | 63,579 | 0.2% | 1 |
| GENERAL MTRS CO | [GM](https://holderbook.com/stocks/GM/) | $922.2K | 11,964 | 0.2% | 2 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $919.5K | 11,825 | 0.2% | 1 |
| RACKSPACE TECHNOLOGY INC | [RXT](https://holderbook.com/stocks/RXT/) | $909.4K | 139,263 | 0.2% | 1 |
| ENI S P A | [E](https://holderbook.com/stocks/E/) | $907.3K | 19,362 | 0.2% | 1 |
| UNITED NAT FOODS INC | [UNFI](https://holderbook.com/stocks/UNFI/) | $838.0K | 18,349 | 0.2% | 2 |
| STONEX GROUP INC | [SNEX](https://holderbook.com/stocks/SNEX/) | $828.4K | 6,991 | 0.2% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $764.5K | 0 | 0.1% | 1 |
| MACOM TECH SOLUTIONS HLDGS I | [MTSI](https://holderbook.com/stocks/MTSI/) | $736.4K | 1,936 | 0.1% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $528.3K | 0 | 0.1% | 2 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $441.6K | 0 | 0.1% | 2 |
| TD SYNNEX CORPORATION | [SNX](https://holderbook.com/stocks/SNX/) | $343.0K | 1,283 | 0.1% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $314.9K | 493 | 0.1% | 2 |
| LIQUIDIA CORPORATION | [LQDA](https://holderbook.com/stocks/LQDA/) | $221.8K | 2,782 | 0.0% | 1 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $163.6K | 667 | 0.0% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $149.4K | 0 | 0.0% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $144.2K | 0 | 0.0% | 3 |
| AXT INC | [AXTI](https://holderbook.com/stocks/AXTI/) | $130.6K | 1,812 | 0.0% | 1 |
| CONTEXT THERAPEUTICS INC | [CNTX](https://holderbook.com/stocks/CNTX/) | $109.9K | 198,384 | 0.0% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $88.4K | 0 | 0.0% | 2 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $83.1K | 0 | 0.0% | 3 |
| COGNYTE SOFTWARE LTD | [CGNT](https://holderbook.com/stocks/CGNT/) | $79.6K | 0 | 0.0% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $68.2K | 0 | 0.0% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $64.4K | 0 | 0.0% | 1 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $53.5K | 1,000 | 0.0% | 1 |
| RIOT PLATFORMS INC | [RIOT](https://holderbook.com/stocks/RIOT/) | $47.2K | 0 | 0.0% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $45.3K | 400 | 0.0% | 2 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $38.4K | 0 | 0.0% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $36.8K | 100 | 0.0% | 2 |
| COHERUS ONCOLOGY INC | [CHRS](https://holderbook.com/stocks/CHRS/) | $25.0K | 0 | 0.0% | 2 |
| KRAFT HEINZ CO | [KHC](https://holderbook.com/stocks/KHC/) | $24.4K | 0 | 0.0% | 1 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $23.3K | 0 | 0.0% | 1 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $22.4K | 0 | 0.0% | 1 |
| UIPATH INC | [PATH](https://holderbook.com/stocks/PATH/) | $20.8K | 0 | 0.0% | 1 |
| HECLA MINING COMPANY | [HL](https://holderbook.com/stocks/HL/) | $19.9K | 0 | 0.0% | 1 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $19.4K | 0 | 0.0% | 1 |
| EPAM SYS INC | [EPAM](https://holderbook.com/stocks/EPAM/) | $15.8K | 0 | 0.0% | 1 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $15.0K | 0 | 0.0% | 1 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $11.5K | 0 | 0.0% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $11.3K | 0 | 0.0% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $8.2K | 0 | 0.0% | 1 |
| THE TRADE DESK INC | [TTD](https://holderbook.com/stocks/TTD/) | $5.9K | 0 | 0.0% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $5.3K | 0 | 0.0% | 2 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $5.1K | 0 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +40.2% | +14.8% | +25.3% | 99% |
| Q1 2026 | -1.5% | -4.6% | +3.2% | 82% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $510.0M | 115 |
| Q1 2026 | $231.9M | 446 |
| Q4 2025 | $136.6M | 53 |