Pod-shop flagship. Fast money by design.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MSFT | $1.2B | 3% | added |
| AMZN | $1.1B | 3% | added |
| NVDA | $1.0B | 3% | added |
| ANET | $709M | 2% | added |
| SNOW | $599M | 1% | added |
| BIIB | $481M | 1% | added |
| SE | $433M | 1% | trimmed |
| MDB | $407M | 1% | added |
| DHR | $392M | 1% | trimmed |
| unlisted | $388M | 1% | added |
| unlisted | $380M | 1% | trimmed |
| DIS | $379M | 1% | trimmed |
| XYZ | $377M | 1% | added |
| COHR | $360M | 1% | added |
| CSCO | $330M | 1% | added |
| TSM | $321M | 1% | trimmed |
| AZO | $281M | 1% | added |
| BA | $275M | 1% | trimmed |
| TSEM | $274M | 1% | trimmed |
| BSX | $264M | 1% | added |
| MCD | $262M | 1% | new |
| T | $244M | 1% | added |
| KO | $244M | 1% | added |
| AMT | $243M | 1% | trimmed |
| RGEN | $238M | 1% | added |
| EW | $238M | 1% | added |
| INTU | $235M | 1% | trimmed |
| PCG | $228M | 1% | added |
| PFGC | $227M | 1% | added |
| COF | $224M | 1% | added |
| CIEN | $224M | 1% | added |
| SPGI | $221M | 1% | new |
| CCL | $218M | 1% | added |
| PINS | $208M | 1% | added |
| BAC | $195M | 0% | trimmed |
| AMD | $190M | 0% | trimmed |
| unlisted | $185M | 0% | new |
| ZBRA | $184M | 0% | added |
| DDOG | $182M | 0% | added |
| ISRG | $181M | 0% | added |
| GLW | $178M | 0% | trimmed |
| CHWY | $177M | 0% | added |
| ADI | $176M | 0% | trimmed |
| SCHW | $176M | 0% | trimmed |
| ESTC | $170M | 0% | new |
| UNP | $168M | 0% | new |
| BBWI | $168M | 0% | added |
| OVV | $168M | 0% | added |
| DT | $166M | 0% | added |
| FN | $160M | 0% | added |
| VIK | $160M | 0% | added |
| STNE | $157M | 0% | trimmed |
| H | $155M | 0% | added |
| META | $153M | 0% | trimmed |
| MTZ | $153M | 0% | added |
| AVGO | $152M | 0% | trimmed |
| LULU | $151M | 0% | added |
| TMO | $151M | 0% | added |
| CMCSA | $149M | 0% | added |
| ROST | $149M | 0% | added |