Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $1.1B | 9% | added |
| COIN | $791M | 7% | trimmed |
| ROKU | $762M | 7% | unchanged |
| XYZ | $535M | 5% | trimmed |
| RBLX | $496M | 4% | added |
| HOOD | $435M | 4% | trimmed |
| CRSP | $420M | 4% | trimmed |
| PATH | $377M | 3% | trimmed |
| PLTR | $330M | 3% | added |
| SHOP | $328M | 3% | added |
| TWST | $302M | 3% | trimmed |
| NTLA | $260M | 2% | added |
| PD | $243M | 2% | added |
| TER | $236M | 2% | trimmed |
| DKNG | $236M | 2% | trimmed |
| META | $219M | 2% | unchanged |
| RXRX | $211M | 2% | added |
| ARKB | $205M | 2% | added |
| PINS | $191M | 2% | trimmed |
| U | $184M | 2% | trimmed |
| TXG | $181M | 2% | added |
| BEAM | $179M | 2% | trimmed |
| TTD | $178M | 2% | trimmed |
| ZM | $149M | 1% | trimmed |
| VCYT | $148M | 1% | trimmed |
| MRNA | $125M | 1% | trimmed |
| SOFI | $96M | 1% | trimmed |
| KTOS | $93M | 1% | trimmed |
| ACHR | $90M | 1% | trimmed |
| CDNA | $89M | 1% | trimmed |
| TDOC | $73M | 1% | trimmed |
| IRDM | $67M | 1% | trimmed |
| IONS | $65M | 1% | trimmed |
| TRMB | $64M | 1% | trimmed |
| AVAV | $59M | 1% | trimmed |
| TOST | $58M | 1% | trimmed |
| NVDA | $52M | 0% | added |
| NRIX | $48M | 0% | trimmed |
| ARCT | $48M | 0% | added |
| SDGR | $47M | 0% | trimmed |
| PACB | $46M | 0% | unchanged |
| NTRA | $45M | 0% | added |
| SPOT | $45M | 0% | trimmed |
| TSM | $45M | 0% | added |
| MELI | $43M | 0% | trimmed |
| ADPT | $41M | 0% | added |
| CRWD | $38M | 0% | trimmed |
| AMD | $38M | 0% | added |
| VRTX | $35M | 0% | trimmed |
| CERS | $35M | 0% | trimmed |
| GENI | $34M | 0% | trimmed |
| DE | $33M | 0% | trimmed |
| NET | $33M | 0% | unchanged |
| PRME | $31M | 0% | added |
| VEEV | $31M | 0% | trimmed |
| NU | $30M | 0% | trimmed |
| unlisted | $30M | 0% | added |
| INTU | $28M | 0% | trimmed |
| QCOM | $24M | 0% | trimmed |
| INCY | $24M | 0% | trimmed |