Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $1.2B | 11% | trimmed |
| ROKU | $838M | 8% | trimmed |
| COIN | $577M | 5% | trimmed |
| RBLX | $524M | 5% | trimmed |
| XYZ | $445M | 4% | trimmed |
| HOOD | $421M | 4% | trimmed |
| PLTR | $410M | 4% | trimmed |
| SHOP | $374M | 3% | trimmed |
| CRSP | $352M | 3% | trimmed |
| PATH | $268M | 2% | trimmed |
| NTLA | $252M | 2% | added |
| TXG | $243M | 2% | added |
| TWST | $242M | 2% | trimmed |
| DKNG | $236M | 2% | trimmed |
| META | $228M | 2% | trimmed |
| RXRX | $216M | 2% | added |
| TER | $205M | 2% | trimmed |
| ARKB | $199M | 2% | trimmed |
| PD | $181M | 2% | trimmed |
| VCYT | $168M | 2% | trimmed |
| BEAM | $160M | 1% | trimmed |
| U | $151M | 1% | trimmed |
| PINS | $141M | 1% | unchanged |
| TTD | $139M | 1% | trimmed |
| TEM | $135M | 1% | added |
| AMD | $129M | 1% | added |
| SOFI | $99M | 1% | trimmed |
| CDNA | $93M | 1% | trimmed |
| KTOS | $93M | 1% | trimmed |
| NTRA | $87M | 1% | added |
| MRNA | $78M | 1% | added |
| IRDM | $72M | 1% | trimmed |
| ACHR | $71M | 1% | trimmed |
| AMZN | $65M | 1% | added |
| ADPT | $59M | 1% | unchanged |
| PACB | $57M | 1% | unchanged |
| TOST | $55M | 1% | trimmed |
| IONS | $55M | 1% | unchanged |
| unlisted | $54M | 0% | trimmed |
| AVAV | $53M | 0% | trimmed |
| TRMB | $52M | 0% | trimmed |
| MELI | $50M | 0% | trimmed |
| NRIX | $50M | 0% | trimmed |
| ARCT | $49M | 0% | added |
| NVDA | $45M | 0% | trimmed |
| SDGR | $43M | 0% | trimmed |
| CRWD | $40M | 0% | added |
| SPOT | $40M | 0% | trimmed |
| TSM | $39M | 0% | trimmed |
| PSNL | $38M | 0% | added |
| GENI | $37M | 0% | trimmed |
| GH | $35M | 0% | added |
| DE | $33M | 0% | trimmed |
| CERS | $32M | 0% | trimmed |
| NU | $29M | 0% | trimmed |
| NET | $28M | 0% | trimmed |
| VEEV | $28M | 0% | trimmed |
| AMGN | $25M | 0% | added |
| ABSI | $24M | 0% | added |
| VRTX | $24M | 0% | trimmed |