Pod-shop flagship. Fast money by design.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| DHR | $649M | 2% | added |
| AMZN | $599M | 2% | trimmed |
| MSFT | $552M | 2% | trimmed |
| SE | $399M | 1% | added |
| DIS | $365M | 1% | added |
| META | $362M | 1% | added |
| INTU | $339M | 1% | unchanged |
| ADI | $339M | 1% | added |
| TSM | $312M | 1% | trimmed |
| AMT | $303M | 1% | added |
| MTSI | $279M | 1% | added |
| SPOT | $278M | 1% | added |
| BA | $273M | 1% | unchanged |
| COP | $264M | 1% | trimmed |
| PCG | $260M | 1% | added |
| UNH | $260M | 1% | added |
| TSEM | $259M | 1% | added |
| ETR | $254M | 1% | trimmed |
| unlisted | $249M | 1% | added |
| FANG | $247M | 1% | added |
| MDB | $245M | 1% | added |
| BKNG | $240M | 1% | added |
| LITE | $239M | 1% | added |
| KDP | $234M | 1% | added |
| ADBE | $233M | 1% | trimmed |
| GLW | $232M | 1% | added |
| GDDY | $232M | 1% | added |
| NVDA | $227M | 1% | trimmed |
| COHR | $226M | 1% | added |
| AMD | $223M | 1% | new |
| BAC | $217M | 1% | added |
| EVRG | $217M | 1% | added |
| CNQ | $216M | 1% | added |
| SCHW | $208M | 1% | added |
| IBIT | $199M | 1% | added |
| BSX | $190M | 1% | trimmed |
| AVGO | $190M | 1% | added |
| KEYS | $187M | 1% | added |
| HON | $187M | 1% | new |
| VST | $185M | 1% | added |
| TPR | $185M | 1% | added |
| CVNA | $184M | 1% | added |
| COF | $184M | 1% | added |
| PFGC | $182M | 1% | added |
| IRM | $179M | 1% | added |
| MELI | $172M | 1% | added |
| ADSK | $169M | 0% | trimmed |
| FE | $167M | 0% | new |
| VRSN | $165M | 0% | trimmed |
| FDX | $149M | 0% | trimmed |
| CMCSA | $149M | 0% | added |
| JBL | $144M | 0% | added |
| ANET | $144M | 0% | trimmed |
| KR | $144M | 0% | trimmed |
| PINS | $142M | 0% | new |
| WFC | $142M | 0% | added |
| RGEN | $142M | 0% | added |
| AZO | $140M | 0% | new |
| HUBS | $137M | 0% | added |
| PAGS | $137M | 0% | trimmed |