Edinburgh growth true believers. Decade horizons.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| NVDA | $8.2B | 7% | trimmed |
| MELI | $7.0B | 6% | added |
| AMZN | $6.8B | 6% | trimmed |
| SHOP | $5.0B | 4% | trimmed |
| SE | $4.9B | 4% | trimmed |
| SPOT | $4.8B | 4% | trimmed |
| NU | $4.3B | 4% | added |
| APP | $4.2B | 3% | unchanged |
| PDD | $3.5B | 3% | trimmed |
| NFLX | $3.5B | 3% | added |
| CPNG | $3.4B | 3% | trimmed |
| NET | $3.3B | 3% | trimmed |
| META | $2.9B | 2% | trimmed |
| MSFT | $2.7B | 2% | trimmed |
| DASH | $1.8B | 2% | trimmed |
| RBLX | $1.7B | 1% | trimmed |
| IOT | $1.7B | 1% | added |
| RACE | $1.5B | 1% | unchanged |
| ISRG | $1.4B | 1% | unchanged |
| RDDT | $1.4B | 1% | trimmed |
| TEAM | $1.4B | 1% | added |
| RKLB | $1.2B | 1% | added |
| GOOG | $1.2B | 1% | added |
| ALNY | $1.0B | 1% | trimmed |
| DXCM | $1.0B | 1% | trimmed |
| AXON | $933M | 1% | added |
| CSGP | $870M | 1% | added |
| RIVN | $863M | 1% | trimmed |
| DUOL | $853M | 1% | added |
| TTD | $847M | 1% | trimmed |
| MA | $836M | 1% | trimmed |
| RYAAY | $819M | 1% | trimmed |
| ENSG | $796M | 1% | added |
| SYM | $740M | 1% | unchanged |
| MLM | $722M | 1% | trimmed |
| SCI | $714M | 1% | trimmed |
| ELV | $693M | 1% | trimmed |
| RPRX | $657M | 1% | trimmed |
| unlisted | $654M | 1% | unchanged |
| XYZ | $643M | 1% | trimmed |
| MRNA | $607M | 1% | trimmed |
| TSLA | $604M | 1% | trimmed |
| SNOW | $600M | 0% | trimmed |
| GOOGL | $597M | 0% | added |
| PODD | $582M | 0% | trimmed |
| ELF | $546M | 0% | trimmed |
| DDOG | $539M | 0% | trimmed |
| TEM | $516M | 0% | trimmed |
| GH | $499M | 0% | trimmed |
| MSCI | $486M | 0% | added |
| unlisted | $450M | 0% | trimmed |
| TMO | $447M | 0% | added |
| DG | $440M | 0% | added |
| MDLN | $437M | 0% | new |
| CBRE | $432M | 0% | trimmed |
| SQM | $429M | 0% | trimmed |
| unlisted | $423M | 0% | added |
| BAP | $411M | 0% | trimmed |
| AFRM | $408M | 0% | trimmed |
| TSM | $406M | 0% | trimmed |