Pod-shop flagship. Fast money by design.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| NVDA | $1.4B | 3% | added |
| MSFT | $1.3B | 3% | added |
| ANET | $803M | 2% | trimmed |
| unlisted | $689M | 2% | added |
| AMZN | $686M | 2% | trimmed |
| META | $602M | 1% | added |
| TER | $562M | 1% | added |
| BIIB | $543M | 1% | unchanged |
| AVGO | $524M | 1% | added |
| TSM | $507M | 1% | added |
| unlisted | $430M | 1% | new |
| ABNB | $425M | 1% | added |
| COHR | $420M | 1% | trimmed |
| MDB | $414M | 1% | trimmed |
| UNP | $343M | 1% | added |
| TMUS | $341M | 1% | new |
| unlisted | $341M | 1% | added |
| XYZ | $329M | 1% | trimmed |
| SE | $297M | 1% | trimmed |
| FN | $285M | 1% | added |
| HPE | $284M | 1% | added |
| AMD | $282M | 1% | added |
| VRSN | $282M | 1% | added |
| SNOW | $274M | 1% | trimmed |
| ISRG | $274M | 1% | added |
| HD | $263M | 1% | new |
| SCHW | $262M | 1% | added |
| ABVX | $248M | 1% | added |
| SPGI | $243M | 1% | added |
| SPOT | $233M | 1% | new |
| T | $213M | 0% | trimmed |
| CVNA | $208M | 0% | added |
| COF | $207M | 0% | trimmed |
| CSX | $206M | 0% | added |
| TSEM | $204M | 0% | trimmed |
| WMT | $200M | 0% | added |
| RGEN | $193M | 0% | trimmed |
| PCG | $187M | 0% | trimmed |
| ETR | $187M | 0% | added |
| JD | $185M | 0% | added |
| KDP | $181M | 0% | added |
| BFAM | $177M | 0% | added |
| PFGC | $175M | 0% | trimmed |
| WST | $173M | 0% | added |
| ZBRA | $173M | 0% | trimmed |
| H | $172M | 0% | added |
| MCO | $164M | 0% | new |
| BP | $163M | 0% | new |
| NWSA | $163M | 0% | added |
| BSX | $159M | 0% | trimmed |
| CELH | $158M | 0% | added |
| TXRH | $156M | 0% | new |
| U | $154M | 0% | trimmed |
| ROST | $154M | 0% | trimmed |
| TRGP | $153M | 0% | added |
| unlisted | $151M | 0% | added |
| MDLZ | $151M | 0% | new |
| TEAM | $150M | 0% | new |
| DXCM | $150M | 0% | new |
| KVYO | $145M | 0% | new |