Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $1.0B | 8% | trimmed |
| PATH | $810M | 6% | unchanged |
| COIN | $796M | 6% | trimmed |
| ROKU | $737M | 6% | trimmed |
| ZM | $712M | 5% | trimmed |
| XYZ | $482M | 4% | unchanged |
| DKNG | $431M | 3% | trimmed |
| EXK | $428M | 3% | trimmed |
| TWLO | $417M | 3% | unchanged |
| SHOP | $380M | 3% | trimmed |
| TDOC | $378M | 3% | unchanged |
| U | $360M | 3% | trimmed |
| RBLX | $347M | 3% | added |
| unlisted | $330M | 3% | added |
| CRSP | $325M | 2% | trimmed |
| HOOD | $322M | 2% | added |
| NTLA | $315M | 2% | added |
| PACB | $249M | 2% | added |
| PD | $237M | 2% | unchanged |
| BEAM | $211M | 2% | added |
| VCYT | $170M | 1% | trimmed |
| PLTR | $151M | 1% | added |
| TER | $143M | 1% | added |
| TWST | $137M | 1% | trimmed |
| TXG | $123M | 1% | trimmed |
| ACHR | $120M | 1% | added |
| GBTC | $108M | 1% | trimmed |
| IONS | $107M | 1% | trimmed |
| TRMB | $101M | 1% | trimmed |
| NVDA | $98M | 1% | trimmed |
| KTOS | $94M | 1% | trimmed |
| IRDM | $88M | 1% | added |
| META | $86M | 1% | added |
| SDGR | $80M | 1% | trimmed |
| unlisted | $69M | 1% | unchanged |
| unlisted | $64M | 0% | added |
| ADPT | $63M | 0% | added |
| AVAV | $60M | 0% | trimmed |
| RXRX | $53M | 0% | added |
| ARCT | $49M | 0% | unchanged |
| MELI | $48M | 0% | trimmed |
| CDNA | $47M | 0% | unchanged |
| DE | $43M | 0% | trimmed |
| GLBE | $42M | 0% | unchanged |
| VEEV | $41M | 0% | unchanged |
| VRTX | $40M | 0% | unchanged |
| KMTUY | $38M | 0% | trimmed |
| INTU | $34M | 0% | trimmed |
| GENI | $34M | 0% | added |
| CERS | $33M | 0% | trimmed |
| unlisted | $32M | 0% | unchanged |
| unlisted | $31M | 0% | added |
| unlisted | $29M | 0% | trimmed |
| ADYYF | $29M | 0% | added |
| BILL | $29M | 0% | trimmed |
| unlisted | $29M | 0% | trimmed |
| GOOG | $29M | 0% | trimmed |
| INCY | $29M | 0% | added |
| NU | $28M | 0% | trimmed |
| AMD | $27M | 0% | added |