Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MELI | $9.2B | 7% | trimmed |
| NVDA | $7.8B | 6% | added |
| SPOT | $7.4B | 6% | trimmed |
| AMZN | $7.3B | 5% | trimmed |
| SE | $6.7B | 5% | added |
| NFLX | $5.2B | 4% | trimmed |
| NET | $5.0B | 4% | trimmed |
| CPNG | $4.8B | 4% | added |
| SHOP | $4.4B | 3% | trimmed |
| META | $4.0B | 3% | trimmed |
| PDD | $3.6B | 3% | trimmed |
| NU | $3.6B | 3% | unchanged |
| MSFT | $3.0B | 2% | trimmed |
| RBLX | $2.8B | 2% | trimmed |
| APP | $2.2B | 2% | added |
| DASH | $2.2B | 2% | trimmed |
| TTD | $2.2B | 2% | trimmed |
| RACE | $2.1B | 2% | trimmed |
| IOT | $1.7B | 1% | added |
| TEAM | $1.7B | 1% | unchanged |
| ISRG | $1.7B | 1% | unchanged |
| DDOG | $1.6B | 1% | trimmed |
| DXCM | $1.5B | 1% | added |
| ALNY | $989M | 1% | trimmed |
| RDDT | $976M | 1% | added |
| ELF | $967M | 1% | trimmed |
| RYAAY | $912M | 1% | trimmed |
| DUOL | $902M | 1% | trimmed |
| MA | $894M | 1% | trimmed |
| ELV | $870M | 1% | trimmed |
| BNTX | $856M | 1% | unchanged |
| XYZ | $816M | 1% | trimmed |
| SCI | $814M | 1% | trimmed |
| TEM | $768M | 1% | new |
| CSGP | $687M | 1% | unchanged |
| MLM | $676M | 1% | unchanged |
| PODD | $671M | 1% | trimmed |
| RIVN | $654M | 0% | unchanged |
| RPRX | $649M | 0% | added |
| SNOW | $637M | 0% | trimmed |
| MRNA | $610M | 0% | trimmed |
| unlisted | $560M | 0% | added |
| unlisted | $557M | 0% | unchanged |
| AVAV | $552M | 0% | trimmed |
| AZO | $550M | 0% | trimmed |
| TSLA | $540M | 0% | trimmed |
| GOOG | $527M | 0% | trimmed |
| SYM | $522M | 0% | unchanged |
| AFRM | $521M | 0% | trimmed |
| TSM | $513M | 0% | trimmed |
| PBR | $505M | 0% | trimmed |
| TXN | $485M | 0% | trimmed |
| WIX | $473M | 0% | trimmed |
| ODD | $462M | 0% | trimmed |
| FMX | $438M | 0% | unchanged |
| WSO | $431M | 0% | trimmed |
| KSPI | $427M | 0% | trimmed |
| CBRE | $420M | 0% | trimmed |
| SPGI | $408M | 0% | trimmed |
| MKL | $403M | 0% | trimmed |