Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MELI | $7.6B | 6% | added |
| NVDA | $6.6B | 6% | trimmed |
| TSLA | $6.1B | 5% | trimmed |
| MRNA | $5.6B | 5% | unchanged |
| AMZN | $5.3B | 5% | added |
| SHOP | $4.2B | 4% | trimmed |
| SPOT | $4.0B | 3% | trimmed |
| TTD | $3.5B | 3% | unchanged |
| ILMN | $2.6B | 2% | trimmed |
| NFLX | $2.5B | 2% | trimmed |
| RACE | $2.4B | 2% | unchanged |
| PDD | $2.2B | 2% | added |
| DXCM | $2.1B | 2% | trimmed |
| NET | $2.1B | 2% | added |
| CPNG | $1.9B | 2% | unchanged |
| MSFT | $1.9B | 2% | unchanged |
| WDAY | $1.6B | 1% | trimmed |
| ALNY | $1.6B | 1% | trimmed |
| ISRG | $1.4B | 1% | unchanged |
| ELV | $1.4B | 1% | unchanged |
| MCO | $1.4B | 1% | trimmed |
| MLM | $1.3B | 1% | trimmed |
| SE | $1.3B | 1% | unchanged |
| TEAM | $1.2B | 1% | unchanged |
| AMD | $1.2B | 1% | added |
| NIO | $1.2B | 1% | unchanged |
| RBLX | $1.2B | 1% | unchanged |
| META | $1.1B | 1% | added |
| CSGP | $1.1B | 1% | trimmed |
| DDOG | $1.0B | 1% | added |
| MA | $967M | 1% | unchanged |
| SCI | $966M | 1% | unchanged |
| GOOG | $950M | 1% | unchanged |
| NU | $945M | 1% | trimmed |
| DASH | $936M | 1% | added |
| RYAAY | $914M | 1% | added |
| BNTX | $804M | 1% | unchanged |
| SNOW | $782M | 1% | trimmed |
| PBR | $765M | 1% | trimmed |
| WSO | $739M | 1% | trimmed |
| TSM | $702M | 1% | unchanged |
| ADI | $679M | 1% | unchanged |
| AJG | $646M | 1% | trimmed |
| CHWY | $634M | 1% | trimmed |
| WIX | $622M | 1% | unchanged |
| DUOL | $611M | 1% | trimmed |
| IOT | $594M | 1% | added |
| ONC | $585M | 0% | unchanged |
| SPGI | $571M | 0% | trimmed |
| RPRX | $569M | 0% | trimmed |
| ALB | $556M | 0% | unchanged |
| TER | $539M | 0% | trimmed |
| unlisted | $532M | 0% | added |
| CX | $518M | 0% | trimmed |
| BR | $512M | 0% | trimmed |
| W | $510M | 0% | trimmed |
| ESTC | $486M | 0% | unchanged |
| TXG | $475M | 0% | trimmed |
| unlisted | $448M | 0% | unchanged |
| ENTG | $444M | 0% | added |