Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| AMZN | $7.9B | 6% | trimmed |
| MELI | $7.3B | 6% | trimmed |
| NVDA | $7.1B | 5% | trimmed |
| SHOP | $6.4B | 5% | trimmed |
| SPOT | $5.9B | 5% | trimmed |
| SE | $4.3B | 3% | added |
| TTD | $4.1B | 3% | trimmed |
| NFLX | $4.0B | 3% | trimmed |
| PDD | $3.7B | 3% | added |
| CPNG | $3.5B | 3% | trimmed |
| META | $3.4B | 3% | trimmed |
| NET | $3.4B | 3% | unchanged |
| MSFT | $3.1B | 2% | added |
| TSLA | $3.0B | 2% | trimmed |
| RACE | $2.4B | 2% | trimmed |
| NU | $2.3B | 2% | added |
| DASH | $2.2B | 2% | trimmed |
| TEAM | $2.0B | 2% | trimmed |
| ISRG | $2.0B | 2% | unchanged |
| WDAY | $1.6B | 1% | trimmed |
| RBLX | $1.6B | 1% | trimmed |
| MRNA | $1.6B | 1% | trimmed |
| DDOG | $1.6B | 1% | added |
| IOT | $1.4B | 1% | trimmed |
| APP | $1.3B | 1% | added |
| WIX | $1.2B | 1% | trimmed |
| DXCM | $1.1B | 1% | trimmed |
| ELF | $1.0B | 1% | added |
| MLM | $987M | 1% | trimmed |
| ALNY | $951M | 1% | trimmed |
| XYZ | $949M | 1% | added |
| RYAAY | $948M | 1% | trimmed |
| MA | $947M | 1% | trimmed |
| BNTX | $937M | 1% | unchanged |
| ELV | $918M | 1% | trimmed |
| DUOL | $888M | 1% | trimmed |
| SCI | $880M | 1% | trimmed |
| ESTC | $879M | 1% | trimmed |
| AMD | $767M | 1% | trimmed |
| PBR | $713M | 1% | trimmed |
| ONC | $678M | 1% | unchanged |
| RIVN | $660M | 1% | unchanged |
| ADI | $646M | 0% | trimmed |
| GOOG | $632M | 0% | trimmed |
| PODD | $615M | 0% | added |
| ENPH | $575M | 0% | added |
| AFRM | $571M | 0% | trimmed |
| CSGP | $566M | 0% | trimmed |
| CHWY | $555M | 0% | trimmed |
| AZO | $522M | 0% | added |
| WSO | $520M | 0% | trimmed |
| AUR | $510M | 0% | trimmed |
| CBRE | $509M | 0% | trimmed |
| TXN | $483M | 0% | trimmed |
| AJG | $462M | 0% | trimmed |
| unlisted | $447M | 0% | added |
| KSPI | $425M | 0% | trimmed |
| SPGI | $425M | 0% | trimmed |
| SNOW | $418M | 0% | trimmed |
| unlisted | $414M | 0% | trimmed |