Timothy G. Youngquist 2020 Irrevocable Trust — 13F Holdings & Portfolio
CIK 2109159 · latest 13F-HR filed 2026-08-07
Timothy G. Youngquist 2020 Irrevocable Trust manages $510.0M in 13F-reported U.S. long-equity assets across 116 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VGT (50.91%), SOXL (5.74%), CHRS (3.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 393, added to 32, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
FORT MYERS, FL 33908
$510.0M
Long-equity book
116
Distinct positions
2026-06-30
Filed 2026-08-07
+31 / −393 / ↑32 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIREXION SHARES ETF TRUST$24.1M +465.4%
- RELAY THERAPEUTICS INC$10.0M +202.0%
- DIREXION SHARES ETF TRUST$8.4M +213.1%
- ADVANCED MICRO DEVICES INC$8.1M +686.1%
- VIKING THERAPEUTICS INC$6.9M +189.7%
Top Trims
- NVIDIA CORPORATION-$4.8M -63.1%
- COHERUS ONCOLOGY INC-$2.5M -12.0%
- AMAZON COM INC-$1.3M -35.2%
- SPDR GOLD TR-$905.5K -96.1%
- WALMART INC-$835.3K -94.9%
New Positions
- VANGUARD WORLD FD$259.7M
- PROSHARES TR$11.7M
- INVESCO QQQ TR$11.4M
- DIREXION SHARES ETF TRUST$10.2M
- IONQ INC$3.4M
Exited Positions
- MICROSOFT CORP$4.7M
- REDDIT INC$4.5M
- KLA CORP$3.3M
- STATE STR SPDR S&P 500 ETF T$3.1M
- APPLE INC$2.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | VGT | 92204A702 | $259.7M | 50.91% | 2,172,703 | SH |
| 2 | DIREXION SHARES ETF TRUST | SOXL | 25459W458 | $29.3M | 5.74% | 109,740 | SH |
| 3 | COHERUS ONCOLOGY INC | CHRS | 19249H103 | $18.3M | 3.58% | 13,050,623 | SH |
| 4 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $15.0M | 2.94% | 801,464 | SH |
| 5 | DIREXION SHARES ETF TRUST | TNA | 25459W847 | $12.3M | 2.41% | 163,850 | SH |
| 6 | PROSHARES TR | TQQQ | 74347X831 | $11.7M | 2.29% | 143,990 | SH |
| 7 | INVESCO QQQ TR | QQQ | 46090E103 | $11.4M | 2.23% | 15,423 | SH |
| 8 | VIKING THERAPEUTICS INC | VKTX | 92686J106 | $10.6M | 2.08% | 271,849 | SH |
| 9 | DIREXION SHARES ETF TRUST | SPXL | 25459W862 | $10.2M | 2.01% | 37,846 | SH |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $9.2M | 1.81% | 15,904 | SH |
| 11 | ROBINHOOD MKTS INC | HOOD | 770700102 | $9.0M | 1.77% | 89,945 | SH |
| 12 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $8.3M | 1.62% | 55,796 | SH |
| 13 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.3M | 1.04% | 4,607 | SH |
| 14 | UNITED STS OIL FD LP Put | USO | 91232N957 | $4.7M | 0.93% | 1,100,000 | SH |
| 15 | LAM RESEARCH CORP | LRCX | 512807306 | $4.5M | 0.88% | 10,370 | SH |
| 16 | IONQ INC | IONQ | 46222L108 | $3.4M | 0.67% | 64,423 | SH |
| 17 | BLOOM ENERGY CORP | BE | 093712107 | $3.3M | 0.65% | 11,018 | SH |
| 18 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $3.2M | 0.63% | 9,684 | SH |
| 19 | SANDISK CORP | SNDK | 80004C200 | $3.2M | 0.62% | 1,393 | SH |
| 20 | ARISTA NETWORKS INC | ANET | 040413205 | $3.0M | 0.58% | 17,435 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.8M | 0.55% | 13,932 | SH |
| 22 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $2.7M | 0.53% | 100,869 | SH |
| 23 | SPDR GOLD TR Put | GLD | 78463V957 | $2.7M | 0.53% | 2,860,000 | SH |
| 24 | DIREXION SHARES ETF TRUST | TSLS | 25460E232 | $2.7M | 0.53% | 715,606 | SH |
| 25 | SITIME CORP | SITM | 82982T106 | $2.7M | 0.53% | 3,625 | SH |
| 26 | PROSHARES TR | SQQQ | 74350P675 | $2.7M | 0.52% | 72,008 | SH |
| 27 | LUMENTUM HLDGS INC | LITE | 55024U109 | $2.6M | 0.52% | 3,070 | SH |
| 28 | APPLIED DIGITAL CORP | APLD | 038169207 | $2.6M | 0.51% | 70,000 | SH |
| 29 | ASTERA LABS INC | ALAB | 04626A103 | $2.6M | 0.51% | 5,395 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $2.4M | 0.48% | 10,260 | SH |
| 31 | PROSHARES TR | SQQQ | 74350P675 | $2.4M | 0.47% | 66,105 | SH |
| 32 | GE VERNOVA INC | GEV | 36828A101 | $2.3M | 0.46% | 1,996 | SH |
| 33 | COHERENT CORP | COHR | 19247G107 | $2.3M | 0.46% | 5,938 | SH |
| 34 | BROADCOM INC | AVGO | 11135F101 | $2.2M | 0.44% | 5,954 | SH |
| 35 | KINIKSA PHARMACEUTICALS INTL | KNSA | G52694109 | $2.2M | 0.43% | 34,341 | SH |
| 36 | NEXTERA ENERGY INC | NEE | 65339F101 | $1.7M | 0.34% | 19,760 | SH |
| 37 | AMAZON COM INC Put | AMZN | 023135956 | $1.6M | 0.32% | 570,000 | SH |
| 38 | AEROVIRONMENT INC | AVAV | 008073108 | $1.5M | 0.29% | 8,883 | SH |
| 39 | MAXLINEAR INC | MXL | 57776J100 | $1.4M | 0.27% | 10,846 | SH |
| 40 | PENGUIN SOLUTIONS INC | PENG | 706915105 | $1.4M | 0.27% | 17,950 | SH |
| 41 | CORNING INC | GLW | 219350105 | $1.3M | 0.25% | 5,019 | SH |
| 42 | ICHOR HOLDINGS | ICHR | G4740B105 | $1.2M | 0.24% | 10,762 | SH |
| 43 | NATIONAL ENERGY SERVICES REU | NESR | G6375R107 | $1.2M | 0.23% | 39,591 | SH |
| 44 | ALTO INGREDIENTS INC | ALTO | 021513106 | $1.1M | 0.21% | 189,690 | SH |
| 45 | MYR GROUP INC | MYRG | 55405W104 | $1.0M | 0.21% | 2,091 | SH |
| 46 | SEZZLE INC | SEZL | 78435P105 | $1.0M | 0.20% | 6,085 | SH |
| 47 | CELESTICA INC | CLS | 15101Q207 | $1.0M | 0.20% | 2,776 | SH |
| 48 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $1.0M | 0.20% | 14,340 | SH |
| 49 | DARLING INGREDIENTS INC | DAR | 237266101 | $994.1K | 0.19% | 18,200 | SH |
| 50 | RF INDS LTD | RFIL | 749552105 | $992.9K | 0.19% | 46,813 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $510.0M | 116 | 0002109159-26-000006 |
| 2026-03-31 | 2026-08-07 | $231.9M | 447 | 0002109159-26-000005 |