Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| NVDA | $9.3B | 7% | new |
| MELI | $7.6B | 6% | new |
| AMZN | $7.1B | 5% | new |
| SPOT | $5.7B | 4% | new |
| MRNA | $4.8B | 4% | new |
| SHOP | $4.7B | 4% | new |
| PDD | $4.0B | 3% | new |
| TTD | $3.4B | 3% | new |
| TSLA | $3.1B | 2% | new |
| CPNG | $3.0B | 2% | new |
| META | $3.0B | 2% | new |
| NET | $2.9B | 2% | new |
| NFLX | $2.8B | 2% | new |
| RACE | $2.7B | 2% | new |
| DXCM | $2.2B | 2% | new |
| MSFT | $2.0B | 2% | new |
| NU | $2.0B | 2% | new |
| SE | $1.8B | 1% | new |
| WDAY | $1.8B | 1% | new |
| DASH | $1.7B | 1% | new |
| TEAM | $1.7B | 1% | new |
| AMD | $1.6B | 1% | new |
| ISRG | $1.5B | 1% | new |
| ELV | $1.5B | 1% | new |
| MLM | $1.4B | 1% | new |
| RYAAY | $1.3B | 1% | new |
| MCO | $1.3B | 1% | new |
| DDOG | $1.2B | 1% | new |
| RBLX | $1.1B | 1% | new |
| MA | $1.1B | 1% | new |
| WIX | $1.0B | 1% | new |
| ESTC | $1.0B | 1% | new |
| ALNY | $990M | 1% | new |
| SCI | $984M | 1% | new |
| CSGP | $894M | 1% | new |
| IOT | $878M | 1% | new |
| TSM | $866M | 1% | new |
| GOOG | $849M | 1% | new |
| ILMN | $788M | 1% | new |
| DUOL | $780M | 1% | new |
| BNTX | $771M | 1% | new |
| ADI | $709M | 1% | new |
| AFRM | $698M | 1% | new |
| PBR | $640M | 0% | new |
| AJG | $639M | 0% | new |
| HDB | $631M | 0% | new |
| WSO | $630M | 0% | new |
| XYZ | $585M | 0% | new |
| ONC | $583M | 0% | new |
| WMS | $548M | 0% | new |
| FMX | $545M | 0% | new |
| TXN | $519M | 0% | new |
| MBLY | $514M | 0% | new |
| RPRX | $506M | 0% | new |
| SNOW | $494M | 0% | new |
| ENPH | $482M | 0% | new |
| TER | $479M | 0% | new |
| CBRE | $454M | 0% | new |
| SPGI | $436M | 0% | new |
| SYM | $427M | 0% | new |