PDP Holdings List

As of Dec 19, 2024

No.	Symbol	Name	% Weight	Shares
1	APP	AppLovin Corporation	4.57%	191,633
2	AAPL	Apple Inc.	3.13%	167,617
3	CPRT	Copart, Inc.	2.98%	681,059
4	MA	Mastercard Incorporated	2.92%	74,608
5	APH	Amphenol Corporation	2.61%	497,705
6	TRGP	Targa Resources Corp.	2.54%	196,980
7	TDG	TransDigm Group Incorporated	2.29%	24,354
8	FI	Fiserv, Inc.	2.18%	144,416
9	ROP	Roper Technologies, Inc.	2.17%	55,642
10	GWW	W.W. Grainger, Inc.	2.01%	24,843
11	KNSL	Kinsale Capital Group, Inc.	1.97%	56,344
12	PLTR	Palantir Technologies Inc.	1.73%	311,465
13	FIX	Comfort Systems USA, Inc.	1.63%	49,972
14	COST	Costco Wholesale Corporation	1.62%	22,631
15	TT	Trane Technologies plc	1.60%	56,626
16	VST	Vistra Corp.	1.46%	142,117
17	PWR	Quanta Services, Inc.	1.44%	59,833
18	MTSI	MACOM Technology Solutions Holdings, Inc.	1.35%	131,448
19	CTAS	Cintas Corporation	1.33%	97,547
20	V	Visa Inc.	1.32%	55,866
21	ARES	Ares Management Corporation	1.28%	99,879
22	TJX	The TJX Companies, Inc.	1.27%	139,891
23	HWM	Howmet Aerospace Inc.	1.26%	154,632
24	ANET	Arista Networks Inc	1.26%	154,473
25	FICO	Fair Isaac Corporation	1.23%	8,034
26	NVR	NVR, Inc.	1.16%	1,914
27	LLY	Eli Lilly and Company	1.13%	19,904
28	AFRM	Affirm Holdings, Inc.	1.09%	231,183
29	RCL	Royal Caribbean Cruises Ltd.	1.09%	62,922
30	AXON	Axon Enterprise, Inc.	1.08%	23,513
31	URI	United Rentals, Inc.	1.08%	20,261
32	KLAC	KLA Corporation	1.07%	22,943
33	META	Meta Platforms, Inc.	1.00%	22,450
34	APO	Apollo Global Management, Inc.	0.98%	77,508
35	ISRG	Intuitive Surgical, Inc.	0.96%	24,454
36	MSFT	Microsoft Corporation	0.96%	29,307
37	THC	Tenet Healthcare Corporation	0.95%	100,825
38	KKR	KKR & Co. Inc.	0.91%	84,595
39	PCVX	Vaxcyte, Inc.	0.91%	140,456
40	EME	EMCOR Group, Inc.	0.89%	25,598
41	ORCL	Oracle Corporation	0.88%	69,935
42	BAH	Booz Allen Hamilton Holding Corporation	0.88%	91,271
43	HOOD	Robinhood Markets, Inc.	0.85%	309,466
44	NFLX	Netflix, Inc.	0.83%	12,370
45	ONTO	Onto Innovation Inc.	0.76%	60,369
46	MANH	Manhattan Associates, Inc.	0.71%	33,770
47	COKE	Coca-Cola Consolidated, Inc.	0.71%	7,796
48	BX	Blackstone Inc.	0.70%	55,219
49	WING	Wingstop Inc.	0.70%	32,072
50	AIT	Applied Industrial Technologies, Inc.	0.69%	38,021

As of Dec 19, 2024

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