Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MELI | $7.6B | 7% | trimmed |
| NVDA | $6.0B | 5% | trimmed |
| TSLA | $5.6B | 5% | trimmed |
| AMZN | $5.3B | 5% | unchanged |
| MRNA | $4.7B | 4% | unchanged |
| SPOT | $3.8B | 4% | unchanged |
| PDD | $3.5B | 3% | added |
| TTD | $3.5B | 3% | unchanged |
| SHOP | $3.4B | 3% | trimmed |
| RACE | $2.1B | 2% | unchanged |
| CPNG | $2.0B | 2% | added |
| NFLX | $2.0B | 2% | trimmed |
| NET | $2.0B | 2% | unchanged |
| MSFT | $1.7B | 2% | trimmed |
| DXCM | $1.6B | 1% | unchanged |
| WDAY | $1.5B | 1% | unchanged |
| TEAM | $1.5B | 1% | unchanged |
| ALNY | $1.4B | 1% | trimmed |
| ILMN | $1.4B | 1% | trimmed |
| ELV | $1.3B | 1% | trimmed |
| META | $1.3B | 1% | added |
| MCO | $1.2B | 1% | trimmed |
| ISRG | $1.2B | 1% | unchanged |
| SE | $1.1B | 1% | added |
| MLM | $1.1B | 1% | trimmed |
| AMD | $1.1B | 1% | unchanged |
| NIO | $1.0B | 1% | trimmed |
| GOOG | $1.0B | 1% | trimmed |
| MA | $954M | 1% | unchanged |
| DASH | $954M | 1% | trimmed |
| BNTX | $935M | 1% | added |
| DDOG | $925M | 1% | trimmed |
| CSGP | $895M | 1% | trimmed |
| NU | $857M | 1% | unchanged |
| SCI | $835M | 1% | trimmed |
| RBLX | $815M | 1% | unchanged |
| RYAAY | $796M | 1% | unchanged |
| DUOL | $745M | 1% | added |
| PBR | $741M | 1% | trimmed |
| WIX | $726M | 1% | unchanged |
| WSO | $711M | 1% | trimmed |
| ONC | $696M | 1% | added |
| SNOW | $670M | 1% | unchanged |
| AJG | $644M | 1% | trimmed |
| ESTC | $614M | 1% | unchanged |
| TSM | $595M | 1% | unchanged |
| ADI | $595M | 1% | trimmed |
| IOT | $569M | 1% | added |
| HDB | $564M | 1% | added |
| BR | $532M | 0% | trimmed |
| SPGI | $507M | 0% | trimmed |
| RPRX | $495M | 0% | unchanged |
| COUR | $483M | 0% | added |
| TER | $475M | 0% | trimmed |
| W | $467M | 0% | unchanged |
| MKL | $446M | 0% | trimmed |
| unlisted | $432M | 0% | unchanged |
| ALB | $415M | 0% | trimmed |
| ETN | $405M | 0% | trimmed |
| AFRM | $405M | 0% | unchanged |