Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| NVDA | $8.7B | 6% | trimmed |
| MELI | $7.8B | 6% | trimmed |
| SE | $7.2B | 5% | trimmed |
| AMZN | $7.0B | 5% | trimmed |
| SPOT | $6.1B | 4% | trimmed |
| SHOP | $5.3B | 4% | trimmed |
| CPNG | $4.8B | 4% | trimmed |
| NET | $4.7B | 3% | trimmed |
| APP | $4.5B | 3% | trimmed |
| NFLX | $4.4B | 3% | trimmed |
| PDD | $4.2B | 3% | trimmed |
| NU | $4.0B | 3% | trimmed |
| META | $3.9B | 3% | trimmed |
| RBLX | $3.2B | 2% | trimmed |
| MSFT | $3.0B | 2% | trimmed |
| DASH | $2.2B | 2% | trimmed |
| RACE | $1.9B | 1% | trimmed |
| DDOG | $1.6B | 1% | trimmed |
| IOT | $1.5B | 1% | trimmed |
| TTD | $1.4B | 1% | trimmed |
| RDDT | $1.4B | 1% | trimmed |
| TEAM | $1.3B | 1% | trimmed |
| ALNY | $1.3B | 1% | trimmed |
| ISRG | $1.2B | 1% | trimmed |
| DXCM | $1.1B | 1% | trimmed |
| ELF | $974M | 1% | trimmed |
| DUOL | $910M | 1% | added |
| MA | $887M | 1% | unchanged |
| XYZ | $842M | 1% | trimmed |
| unlisted | $814M | 1% | trimmed |
| RYAAY | $812M | 1% | trimmed |
| SCI | $806M | 1% | trimmed |
| TEM | $782M | 1% | trimmed |
| BNTX | $777M | 1% | unchanged |
| MLM | $754M | 1% | trimmed |
| TSLA | $737M | 1% | trimmed |
| GOOG | $708M | 1% | trimmed |
| ELV | $700M | 1% | trimmed |
| CSGP | $695M | 1% | trimmed |
| SYM | $684M | 1% | trimmed |
| RIVN | $660M | 0% | trimmed |
| PODD | $646M | 0% | trimmed |
| SNOW | $631M | 0% | unchanged |
| AZO | $617M | 0% | trimmed |
| RPRX | $613M | 0% | trimmed |
| RKLB | $581M | 0% | added |
| MRNA | $564M | 0% | unchanged |
| AVAV | $562M | 0% | trimmed |
| WIX | $514M | 0% | trimmed |
| ENSG | $487M | 0% | added |
| unlisted | $472M | 0% | trimmed |
| CBRE | $446M | 0% | trimmed |
| TSM | $437M | 0% | trimmed |
| AFRM | $431M | 0% | trimmed |
| BAP | $421M | 0% | trimmed |
| TXN | $420M | 0% | trimmed |
| UBER | $409M | 0% | trimmed |
| AUR | $407M | 0% | unchanged |
| PBR | $406M | 0% | trimmed |
| unlisted | $405M | 0% | trimmed |