Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| NVDA | $10.1B | 8% | added |
| MELI | $8.0B | 6% | trimmed |
| AMZN | $7.4B | 6% | unchanged |
| MRNA | $5.2B | 4% | trimmed |
| SPOT | $5.1B | 4% | trimmed |
| PDD | $4.7B | 4% | unchanged |
| SHOP | $3.6B | 3% | trimmed |
| TTD | $3.6B | 3% | trimmed |
| CPNG | $3.6B | 3% | unchanged |
| NFLX | $3.2B | 3% | added |
| META | $2.9B | 2% | trimmed |
| TSLA | $2.8B | 2% | trimmed |
| NET | $2.7B | 2% | added |
| RACE | $2.5B | 2% | unchanged |
| SE | $2.4B | 2% | unchanged |
| NU | $2.4B | 2% | added |
| MSFT | $2.2B | 2% | unchanged |
| DXCM | $1.7B | 1% | trimmed |
| ISRG | $1.7B | 1% | unchanged |
| ELV | $1.6B | 1% | unchanged |
| TEAM | $1.5B | 1% | unchanged |
| WDAY | $1.5B | 1% | unchanged |
| ALNY | $1.5B | 1% | trimmed |
| AMD | $1.4B | 1% | trimmed |
| DASH | $1.4B | 1% | unchanged |
| DDOG | $1.2B | 1% | unchanged |
| MLM | $1.2B | 1% | trimmed |
| WIX | $1.1B | 1% | trimmed |
| ESTC | $1.1B | 1% | trimmed |
| RBLX | $1.1B | 1% | unchanged |
| MCO | $1.0B | 1% | trimmed |
| GOOG | $999M | 1% | trimmed |
| RYAAY | $994M | 1% | trimmed |
| MA | $940M | 1% | trimmed |
| SCI | $925M | 1% | unchanged |
| IOT | $924M | 1% | added |
| TSM | $912M | 1% | trimmed |
| ADI | $802M | 1% | trimmed |
| ELF | $802M | 1% | new |
| HDB | $742M | 1% | added |
| DUOL | $713M | 1% | trimmed |
| CSGP | $671M | 1% | trimmed |
| BNTX | $665M | 1% | unchanged |
| WSO | $658M | 1% | trimmed |
| XYZ | $650M | 1% | added |
| AJG | $645M | 1% | trimmed |
| ENPH | $627M | 0% | added |
| PBR | $604M | 0% | unchanged |
| ILMN | $585M | 0% | trimmed |
| TXN | $578M | 0% | unchanged |
| CHWY | $527M | 0% | trimmed |
| ONC | $525M | 0% | unchanged |
| WMS | $501M | 0% | unchanged |
| UNH | $455M | 0% | added |
| SPGI | $450M | 0% | unchanged |
| PINS | $446M | 0% | added |
| MBLY | $444M | 0% | unchanged |
| RIVN | $443M | 0% | added |
| KSPI | $431M | 0% | added |
| RPRX | $431M | 0% | unchanged |