Pod-shop flagship. Fast money by design.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| AMZN | $611M | 2% | trimmed |
| AAPL | $331M | 1% | new |
| DELL | $329M | 1% | added |
| COHR | $303M | 1% | added |
| KR | $269M | 1% | added |
| NVDA | $261M | 1% | added |
| ISRG | $254M | 1% | added |
| AVGO | $246M | 1% | trimmed |
| BSX | $241M | 1% | added |
| ANET | $234M | 1% | trimmed |
| COP | $226M | 1% | new |
| CMCSA | $225M | 1% | new |
| TER | $209M | 1% | new |
| ADSK | $209M | 1% | added |
| WDC | $208M | 1% | trimmed |
| GPN | $203M | 1% | new |
| MMM | $197M | 1% | added |
| CSX | $192M | 1% | trimmed |
| TMO | $186M | 1% | added |
| CCL | $185M | 1% | trimmed |
| HUM | $183M | 1% | added |
| HUBS | $181M | 1% | added |
| RCL | $173M | 1% | trimmed |
| CTRA | $170M | 1% | added |
| DG | $169M | 1% | added |
| AMT | $167M | 1% | added |
| LITE | $164M | 1% | added |
| RPD | $164M | 1% | added |
| ZBRA | $162M | 1% | trimmed |
| PPL | $161M | 1% | added |
| DASH | $155M | 1% | added |
| DT | $155M | 1% | added |
| ACHC | $153M | 1% | added |
| TT | $147M | 0% | added |
| RCI | $146M | 0% | added |
| unlisted | $146M | 0% | trimmed |
| SHW | $142M | 0% | added |
| BP | $141M | 0% | trimmed |
| ICLR | $140M | 0% | added |
| SRE | $139M | 0% | trimmed |
| UNH | $139M | 0% | added |
| BBWI | $138M | 0% | trimmed |
| unlisted | $138M | 0% | new |
| NVO | $137M | 0% | new |
| KEYS | $137M | 0% | added |
| SHEL | $134M | 0% | trimmed |
| AEP | $134M | 0% | added |
| VST | $132M | 0% | added |
| ELV | $132M | 0% | trimmed |
| CIVI | $129M | 0% | added |
| CSL | $129M | 0% | trimmed |
| POST | $129M | 0% | added |
| OC | $129M | 0% | added |
| TTWO | $128M | 0% | added |
| WMT | $128M | 0% | added |
| ZM | $128M | 0% | new |
| SPGI | $128M | 0% | added |
| OLED | $128M | 0% | trimmed |
| OVV | $128M | 0% | trimmed |
| PAGS | $128M | 0% | added |