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Livermore
Livermore
ZHEN

Timothy G. Youngquist 2020 Irrevocable Trust

SEC CIK
0002109159
Latest filing
Aug 7, 2026

The latest 13F from Timothy G. Youngquist 2020 Irrevocable Trust covers Q2 2026 (filed Aug 7, 2026): 70 long positions worth $498.2M. The top 10 holdings make up 77.8% of the portfolio, and the largest is Vanguard Information Technology ETF at 52.1%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
31
Est. +$327.6M
Added
25
Est. +$46.3M
Reduced
14
Est. −$21.4M
Sold out
393
Est. −$115.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Information Technology ETF92204A702
    52.1%$259.7M
  2. Direxion Shs ETF Tr25459W458
    5.9%$29.3M
  3. CHRSCoherus Oncology, Inc.
    3.7%$18.3MHistory
  4. RLAYRelay Therapeutics, Inc.
    3.0%$15.0MHistory
  5. Direxion Shs ETF Tr25459W847
    2.5%$12.3M

Share of portfolio

Top 5 holdings and the other 65 positions, by share of portfolio value

  1. Vanguard Information Technology ETF52.1%
  2. Direxion Shs ETF Tr5.9%
  3. CHRS3.7%
  4. RLAY3.0%
  5. Direxion Shs ETF Tr2.5%
  6. Other 65 positions32.9%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Information Technology ETF92204A702
    +$259.7MNew
  2. ProShares Tr74347X831
    +$11.7MNew
  3. Invesco QQQ Trust Series I46090E103
    +$11.4MNew
  4. Direxion Shs ETF Tr25459W862
    +$10.2MNew
  5. VKTXViking Therapeutics, Inc.
    +$6.22MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Information Technology ETF92204A702
    +52.12 pp0.0% → 52.1%
  2. Direxion Shs ETF Tr25459W458
    +3.35 pp2.5% → 5.9%
  3. ProShares Tr74347X831
    +2.34 pp0.0% → 2.3%
  4. Invesco QQQ Trust Series I46090E103
    +2.28 pp0.0% → 2.3%
  5. Direxion Shs ETF Tr25459W862
    +2.06 pp0.0% → 2.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVDANVIDIA Corp
    −$5.88MReducedHistory
  2. MSFTMicrosoft Corp
    −$4.70MSold outHistory
  3. RDDTReddit, Inc.
    −$4.51MSold outHistory
  4. ALABAstera Labs, Inc.
    −$3.83MReducedHistory
  5. SNDKSandisk Corp
    −$3.47MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NVDANVIDIA Corp
    −3.13 pp3.7% → 0.6%History
  2. MSFTMicrosoft Corp
    −2.30 pp2.3% → 0.0%History
  3. RDDTReddit, Inc.
    −2.20 pp2.2% → 0.0%History
  4. KLACKLA Corp
    −1.63 pp1.6% → 0.0%History
  5. SPYSPDR S&P 500 ETF Trust
    −1.51 pp1.5% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$498.2M
+$293.4M (+143.3%) vs. prior quarter
Positions
70
−362 vs. prior quarter
Top 10 concentration
77.8%
Top 10 as share of value
Turnover
39.0%
Q2 2026, one quarter
Average holding period
1.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $498.2M (Q2 2026)

Q4 2025: $116.7MQ1 2026: $204.8MQ2 2026: $498.2M
Q4 2025Q2 2026
13F filings of Timothy G. Youngquist 2020 Irrevocable Trust by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 202670$498.2MVanguard Information Technology ETFDirexion Shs ETF TrCHRSvs. Q1 2026SEC
Q1 2026Aug 7, 2026432$204.8MCHRSNVDADirexion Shs ETF Trvs. Q4 2025SEC
Q4 2025Aug 7, 202641$116.7MBOILTSLAMETA–SEC

13D and 13G filings

Companies where Timothy G. Youngquist 2020 Irrevocable Trust reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Timothy G. Youngquist 2020 Irrevocable Trust owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
CHRSCoherus Oncology, Inc.13G/A8.30%12.8M shares–Feb 5, 20263 filingsMay 15, 2026SEC

Latest filings

3 filings on file made by Timothy G. Youngquist 2020 Irrevocable Trust or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Timothy G. Youngquist 2020 Irrevocable Trust
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CHRSCoherus Oncology, Inc.May 15, 202610:04 AM ET13G/A8.30%12.8M shares–Mar 31, 2026SEC
CHRSCoherus Oncology, Inc.May 11, 20269:21 AM ET13G/A––Feb 5, 2026SEC
CHRSCoherus Oncology, Inc.Feb 5, 202610:25 AM ET13G6.50%7.85M sharesNewFeb 5, 2026SEC