Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MELI | $7.4B | 6% | trimmed |
| AMZN | $6.6B | 6% | trimmed |
| SPOT | $6.0B | 5% | trimmed |
| SHOP | $5.3B | 5% | trimmed |
| SE | $5.2B | 5% | trimmed |
| NVDA | $5.1B | 4% | trimmed |
| PDD | $4.7B | 4% | added |
| NFLX | $3.8B | 3% | trimmed |
| CPNG | $3.4B | 3% | trimmed |
| META | $3.4B | 3% | unchanged |
| NET | $3.1B | 3% | trimmed |
| NU | $2.7B | 2% | added |
| MSFT | $2.6B | 2% | trimmed |
| DASH | $2.2B | 2% | trimmed |
| RACE | $2.0B | 2% | trimmed |
| TEAM | $1.8B | 2% | added |
| TTD | $1.7B | 2% | trimmed |
| RBLX | $1.6B | 1% | unchanged |
| ISRG | $1.6B | 1% | trimmed |
| APP | $1.4B | 1% | added |
| IOT | $1.4B | 1% | added |
| WDAY | $1.3B | 1% | trimmed |
| DDOG | $1.2B | 1% | added |
| ELV | $1.0B | 1% | trimmed |
| ONC | $988M | 1% | unchanged |
| ALNY | $988M | 1% | trimmed |
| DXCM | $968M | 1% | trimmed |
| MA | $894M | 1% | trimmed |
| SCI | $821M | 1% | trimmed |
| RYAAY | $807M | 1% | trimmed |
| DUOL | $769M | 1% | trimmed |
| BNTX | $743M | 1% | unchanged |
| PBR | $742M | 1% | trimmed |
| MRNA | $707M | 1% | trimmed |
| ESTC | $699M | 1% | trimmed |
| ENPH | $686M | 1% | added |
| XYZ | $682M | 1% | added |
| CSGP | $668M | 1% | added |
| RIVN | $604M | 1% | trimmed |
| MLM | $600M | 1% | trimmed |
| PODD | $591M | 1% | trimmed |
| AZO | $578M | 1% | trimmed |
| AUR | $529M | 0% | trimmed |
| WIX | $527M | 0% | trimmed |
| WSO | $518M | 0% | trimmed |
| unlisted | $505M | 0% | added |
| ELF | $498M | 0% | unchanged |
| KSPI | $488M | 0% | added |
| GOOG | $485M | 0% | trimmed |
| TSLA | $457M | 0% | trimmed |
| TXN | $430M | 0% | trimmed |
| SNOW | $428M | 0% | added |
| RPRX | $417M | 0% | trimmed |
| FMX | $417M | 0% | unchanged |
| TSM | $414M | 0% | added |
| AFRM | $407M | 0% | trimmed |
| SPGI | $405M | 0% | trimmed |
| CBRE | $402M | 0% | trimmed |
| MKL | $394M | 0% | trimmed |
| SQM | $372M | 0% | added |