Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $845M | 8% | unchanged |
| ROKU | $609M | 6% | trimmed |
| PLTR | $530M | 5% | trimmed |
| RBLX | $529M | 5% | trimmed |
| COIN | $529M | 5% | unchanged |
| HOOD | $427M | 4% | trimmed |
| SHOP | $424M | 4% | unchanged |
| TEM | $362M | 4% | added |
| CRSP | $346M | 3% | added |
| TWST | $245M | 2% | added |
| META | $240M | 2% | trimmed |
| ARKB | $236M | 2% | trimmed |
| XYZ | $222M | 2% | trimmed |
| AMZN | $200M | 2% | added |
| ACHR | $194M | 2% | trimmed |
| TER | $185M | 2% | added |
| RXRX | $184M | 2% | added |
| PD | $168M | 2% | unchanged |
| BEAM | $166M | 2% | added |
| DKNG | $160M | 2% | trimmed |
| AMD | $146M | 1% | added |
| IRDM | $134M | 1% | added |
| NTRA | $133M | 1% | added |
| PINS | $130M | 1% | trimmed |
| VCYT | $117M | 1% | trimmed |
| GTLB | $114M | 1% | added |
| TXG | $112M | 1% | added |
| KTOS | $110M | 1% | trimmed |
| DE | $106M | 1% | added |
| NTLA | $93M | 1% | added |
| PATH | $86M | 1% | trimmed |
| TTD | $85M | 1% | added |
| ILMN | $71M | 1% | added |
| TOST | $63M | 1% | unchanged |
| GH | $60M | 1% | trimmed |
| ADPT | $57M | 1% | trimmed |
| MELI | $55M | 1% | trimmed |
| TRMB | $54M | 1% | unchanged |
| CRWD | $48M | 0% | trimmed |
| SDGR | $45M | 0% | added |
| unlisted | $44M | 0% | trimmed |
| SPOT | $43M | 0% | trimmed |
| PACB | $43M | 0% | unchanged |
| CDNA | $42M | 0% | trimmed |
| GENI | $41M | 0% | trimmed |
| NVDA | $38M | 0% | trimmed |
| TSM | $38M | 0% | added |
| AVAV | $34M | 0% | added |
| QCOM | $30M | 0% | added |
| IONS | $30M | 0% | trimmed |
| IBTA | $30M | 0% | added |
| CERS | $29M | 0% | unchanged |
| ABSI | $27M | 0% | added |
| PSNL | $25M | 0% | added |
| NET | $25M | 0% | trimmed |
| RBRK | $24M | 0% | trimmed |
| LHX | $24M | 0% | added |
| SOFI | $24M | 0% | trimmed |
| RDDT | $23M | 0% | trimmed |
| unlisted | $23M | 0% | trimmed |