Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MELI | $9.6B | 7% | trimmed |
| NVDA | $7.7B | 6% | trimmed |
| AMZN | $7.2B | 5% | unchanged |
| SPOT | $5.7B | 4% | trimmed |
| SHOP | $5.1B | 4% | added |
| PDD | $4.9B | 4% | added |
| TTD | $4.2B | 3% | added |
| CPNG | $4.2B | 3% | unchanged |
| SE | $3.7B | 3% | added |
| META | $3.5B | 3% | added |
| NFLX | $3.3B | 2% | unchanged |
| TSLA | $3.3B | 2% | trimmed |
| MSFT | $3.0B | 2% | added |
| NU | $2.9B | 2% | added |
| MRNA | $2.8B | 2% | trimmed |
| RACE | $2.8B | 2% | trimmed |
| NET | $2.6B | 2% | unchanged |
| DASH | $2.0B | 2% | added |
| ISRG | $1.9B | 1% | unchanged |
| IOT | $1.6B | 1% | added |
| WDAY | $1.6B | 1% | unchanged |
| ELV | $1.4B | 1% | trimmed |
| TEAM | $1.4B | 1% | unchanged |
| ALNY | $1.3B | 1% | trimmed |
| RBLX | $1.3B | 1% | unchanged |
| AMD | $1.1B | 1% | trimmed |
| MLM | $1.1B | 1% | trimmed |
| DDOG | $1.1B | 1% | unchanged |
| WIX | $1.1B | 1% | trimmed |
| RYAAY | $1.1B | 1% | added |
| MA | $1.0B | 1% | trimmed |
| DXCM | $1.0B | 1% | trimmed |
| SCI | $989M | 1% | trimmed |
| BNTX | $987M | 1% | unchanged |
| MCO | $974M | 1% | trimmed |
| DUOL | $903M | 1% | trimmed |
| PBR | $895M | 1% | added |
| ONC | $832M | 1% | unchanged |
| ADI | $778M | 1% | trimmed |
| ESTC | $722M | 1% | trimmed |
| ENPH | $717M | 1% | unchanged |
| XYZ | $687M | 1% | unchanged |
| AJG | $670M | 1% | trimmed |
| CSGP | $664M | 0% | trimmed |
| GOOG | $638M | 0% | trimmed |
| WSO | $607M | 0% | trimmed |
| TXN | $596M | 0% | trimmed |
| ELF | $578M | 0% | added |
| RIVN | $565M | 0% | added |
| CBRE | $553M | 0% | trimmed |
| CHWY | $544M | 0% | trimmed |
| PODD | $530M | 0% | added |
| HDB | $522M | 0% | trimmed |
| UNH | $507M | 0% | trimmed |
| SPGI | $503M | 0% | trimmed |
| AUR | $503M | 0% | added |
| KSPI | $493M | 0% | added |
| WMS | $478M | 0% | trimmed |
| ILMN | $472M | 0% | trimmed |
| RPRX | $456M | 0% | unchanged |