Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| COIN | $1.2B | 8% | new |
| TSLA | $910M | 6% | new |
| XYZ | $850M | 6% | new |
| ROKU | $818M | 6% | new |
| PATH | $717M | 5% | new |
| CRSP | $556M | 4% | new |
| HOOD | $527M | 4% | new |
| RBLX | $451M | 3% | new |
| ZM | $414M | 3% | new |
| DKNG | $396M | 3% | new |
| U | $372M | 3% | new |
| SHOP | $355M | 2% | new |
| NTLA | $302M | 2% | new |
| PLTR | $293M | 2% | new |
| BEAM | $270M | 2% | new |
| RXRX | $245M | 2% | new |
| TDOC | $242M | 2% | new |
| TWST | $238M | 2% | new |
| TXG | $236M | 2% | new |
| EXK | $226M | 2% | new |
| unlisted | $220M | 2% | new |
| PD | $214M | 1% | new |
| META | $212M | 1% | new |
| ARKB | $206M | 1% | new |
| TER | $199M | 1% | new |
| TTD | $180M | 1% | new |
| PINS | $168M | 1% | new |
| VCYT | $156M | 1% | new |
| ACHR | $131M | 1% | new |
| MRNA | $130M | 1% | new |
| PACB | $125M | 1% | new |
| SOFI | $118M | 1% | new |
| KTOS | $101M | 1% | new |
| TRMB | $85M | 1% | new |
| unlisted | $80M | 1% | new |
| AVAV | $69M | 0% | new |
| SDGR | $68M | 0% | new |
| IRDM | $67M | 0% | new |
| TOST | $65M | 0% | new |
| CDNA | $62M | 0% | new |
| IONS | $61M | 0% | new |
| NVDA | $60M | 0% | new |
| unlisted | $59M | 0% | new |
| ADYYF | $58M | 0% | new |
| MELI | $58M | 0% | new |
| TWLO | $58M | 0% | new |
| ARCT | $57M | 0% | new |
| NU | $52M | 0% | new |
| VEEV | $43M | 0% | new |
| SPOT | $42M | 0% | new |
| PRME | $42M | 0% | new |
| CERS | $41M | 0% | new |
| GENI | $41M | 0% | new |
| DE | $40M | 0% | new |
| GLBE | $40M | 0% | new |
| NRIX | $39M | 0% | new |
| NET | $38M | 0% | new |
| VRTX | $38M | 0% | new |
| CRWD | $37M | 0% | new |
| LAB | $35M | 0% | new |