Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $978M | 7% | trimmed |
| COIN | $919M | 7% | trimmed |
| ROKU | $744M | 5% | trimmed |
| HOOD | $729M | 5% | trimmed |
| RBLX | $712M | 5% | trimmed |
| SHOP | $582M | 4% | added |
| PLTR | $556M | 4% | trimmed |
| CRCL | $530M | 4% | new |
| CRSP | $495M | 4% | unchanged |
| TEM | $472M | 3% | unchanged |
| AMD | $384M | 3% | added |
| ACHR | $321M | 2% | added |
| AMZN | $250M | 2% | added |
| ARKB | $237M | 2% | added |
| TWST | $235M | 2% | added |
| META | $214M | 2% | trimmed |
| XYZ | $210M | 2% | trimmed |
| KTOS | $209M | 2% | added |
| TER | $196M | 1% | trimmed |
| DKNG | $192M | 1% | trimmed |
| RXRX | $167M | 1% | trimmed |
| IRDM | $161M | 1% | added |
| TXG | $161M | 1% | added |
| NVDA | $160M | 1% | added |
| TSM | $158M | 1% | added |
| NTRA | $158M | 1% | unchanged |
| BEAM | $151M | 1% | added |
| GTLB | $149M | 1% | added |
| GH | $147M | 1% | added |
| PINS | $141M | 1% | trimmed |
| PD | $131M | 1% | trimmed |
| NTLA | $122M | 1% | unchanged |
| DE | $114M | 1% | unchanged |
| ILMN | $111M | 1% | added |
| TTD | $106M | 1% | trimmed |
| ABNB | $105M | 1% | added |
| VCYT | $103M | 1% | trimmed |
| BWXT | $92M | 1% | added |
| AVAV | $89M | 1% | added |
| RKLB | $88M | 1% | new |
| TOST | $83M | 1% | unchanged |
| SOFI | $81M | 1% | added |
| MELI | $66M | 0% | trimmed |
| CRWD | $62M | 0% | trimmed |
| TRMB | $61M | 0% | trimmed |
| SPOT | $57M | 0% | trimmed |
| CRWV | $55M | 0% | trimmed |
| ADPT | $47M | 0% | trimmed |
| PSNL | $47M | 0% | unchanged |
| PACB | $45M | 0% | unchanged |
| DASH | $44M | 0% | new |
| CDNA | $41M | 0% | trimmed |
| NET | $40M | 0% | trimmed |
| SDGR | $39M | 0% | trimmed |
| GENI | $39M | 0% | trimmed |
| LHX | $38M | 0% | added |
| unlisted | $37M | 0% | unchanged |
| IONS | $36M | 0% | trimmed |
| SRTA | $35M | 0% | added |
| QCOM | $32M | 0% | unchanged |