Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| NVDA | $7.1B | 7% | trimmed |
| AMZN | $5.9B | 6% | trimmed |
| MELI | $5.6B | 6% | trimmed |
| SPOT | $4.0B | 4% | unchanged |
| NU | $3.5B | 4% | trimmed |
| SHOP | $3.4B | 4% | trimmed |
| NET | $3.3B | 3% | trimmed |
| SE | $3.3B | 3% | added |
| PDD | $2.9B | 3% | trimmed |
| APP | $2.7B | 3% | added |
| META | $2.3B | 2% | trimmed |
| CPNG | $2.3B | 2% | trimmed |
| NFLX | $2.1B | 2% | trimmed |
| IOT | $1.8B | 2% | added |
| MSFT | $1.4B | 1% | trimmed |
| RACE | $1.3B | 1% | unchanged |
| RBLX | $1.2B | 1% | unchanged |
| ISRG | $1.2B | 1% | unchanged |
| RKLB | $1.2B | 1% | added |
| DASH | $1.1B | 1% | trimmed |
| AXON | $1.0B | 1% | added |
| MRNA | $1.0B | 1% | trimmed |
| GOOG | $1.0B | 1% | trimmed |
| RDDT | $984M | 1% | added |
| DXCM | $980M | 1% | unchanged |
| ENSG | $972M | 1% | added |
| BAP | $926M | 1% | added |
| PBR | $922M | 1% | added |
| ALNY | $825M | 1% | trimmed |
| RPRX | $775M | 1% | trimmed |
| SCI | $710M | 1% | trimmed |
| MA | $683M | 1% | trimmed |
| TEAM | $680M | 1% | added |
| SYM | $664M | 1% | unchanged |
| RIVN | $660M | 1% | unchanged |
| MLM | $640M | 1% | trimmed |
| GOOGL | $560M | 1% | added |
| unlisted | $560M | 1% | added |
| CSGP | $549M | 1% | added |
| RYAAY | $533M | 1% | trimmed |
| unlisted | $516M | 1% | added |
| TSLA | $484M | 0% | trimmed |
| DUOL | $481M | 0% | unchanged |
| SQM | $462M | 0% | trimmed |
| MSCI | $459M | 0% | unchanged |
| MDLN | $444M | 0% | trimmed |
| ELF | $436M | 0% | unchanged |
| TSM | $433M | 0% | trimmed |
| PODD | $426M | 0% | unchanged |
| WSO | $414M | 0% | added |
| SNOW | $404M | 0% | trimmed |
| TXN | $396M | 0% | trimmed |
| EOG | $393M | 0% | added |
| TEM | $391M | 0% | unchanged |
| KSPI | $379M | 0% | added |
| DG | $374M | 0% | trimmed |
| DDOG | $364M | 0% | trimmed |
| GH | $356M | 0% | trimmed |
| ELV | $343M | 0% | trimmed |
| TMO | $343M | 0% | trimmed |