Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $1.3B | 11% | trimmed |
| ROKU | $793M | 7% | trimmed |
| COIN | $754M | 6% | trimmed |
| PLTR | $589M | 5% | trimmed |
| RBLX | $587M | 5% | trimmed |
| HOOD | $481M | 4% | trimmed |
| SHOP | $479M | 4% | trimmed |
| XYZ | $419M | 3% | trimmed |
| CRSP | $353M | 3% | added |
| ACHR | $292M | 2% | added |
| ARKB | $289M | 2% | unchanged |
| META | $272M | 2% | added |
| TWST | $260M | 2% | added |
| PATH | $249M | 2% | trimmed |
| TER | $242M | 2% | added |
| RXRX | $219M | 2% | unchanged |
| DKNG | $206M | 2% | trimmed |
| AMZN | $196M | 2% | added |
| TEM | $186M | 2% | added |
| BEAM | $175M | 1% | added |
| TXG | $172M | 1% | added |
| VCYT | $166M | 1% | trimmed |
| PD | $164M | 1% | trimmed |
| TTD | $149M | 1% | unchanged |
| NTLA | $146M | 1% | added |
| AMD | $146M | 1% | added |
| SOFI | $145M | 1% | trimmed |
| NTRA | $141M | 1% | added |
| PINS | $127M | 1% | unchanged |
| KTOS | $103M | 1% | unchanged |
| ILMN | $92M | 1% | new |
| unlisted | $90M | 1% | trimmed |
| IRDM | $73M | 1% | added |
| TOST | $70M | 1% | unchanged |
| PACB | $66M | 1% | added |
| GTLB | $65M | 1% | added |
| TRMB | $58M | 0% | unchanged |
| ADPT | $56M | 0% | trimmed |
| MELI | $53M | 0% | added |
| CDNA | $52M | 0% | trimmed |
| NVDA | $49M | 0% | unchanged |
| CRWD | $49M | 0% | unchanged |
| RDDT | $47M | 0% | trimmed |
| GH | $44M | 0% | trimmed |
| SPOT | $44M | 0% | trimmed |
| TSM | $43M | 0% | trimmed |
| SDGR | $43M | 0% | trimmed |
| AVAV | $41M | 0% | unchanged |
| PSNL | $39M | 0% | trimmed |
| GENI | $38M | 0% | trimmed |
| NET | $38M | 0% | unchanged |
| IONS | $36M | 0% | trimmed |
| SRTA | $34M | 0% | added |
| DE | $33M | 0% | unchanged |
| ARCT | $33M | 0% | trimmed |
| CERS | $32M | 0% | added |
| NRIX | $29M | 0% | trimmed |
| unlisted | $28M | 0% | added |
| RBRK | $27M | 0% | unchanged |
| U | $25M | 0% | trimmed |