Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $1.6B | 10% | added |
| COIN | $808M | 5% | trimmed |
| ROKU | $736M | 4% | trimmed |
| PLTR | $736M | 4% | unchanged |
| RBLX | $736M | 4% | trimmed |
| HOOD | $718M | 4% | trimmed |
| SHOP | $716M | 4% | trimmed |
| CRSP | $634M | 4% | trimmed |
| TEM | $579M | 3% | trimmed |
| AMD | $495M | 3% | added |
| CRCL | $393M | 2% | unchanged |
| BMNR | $388M | 2% | new |
| TER | $375M | 2% | added |
| KTOS | $329M | 2% | trimmed |
| ACHR | $300M | 2% | added |
| BEAM | $268M | 2% | added |
| AMZN | $268M | 2% | added |
| ARKB | $240M | 1% | trimmed |
| META | $219M | 1% | added |
| SLMT | $218M | 1% | new |
| NVDA | $217M | 1% | added |
| TSM | $207M | 1% | added |
| NTLA | $206M | 1% | trimmed |
| XYZ | $193M | 1% | trimmed |
| TWST | $189M | 1% | added |
| BLSH | $164M | 1% | new |
| RXRX | $164M | 1% | unchanged |
| GTLB | $155M | 1% | added |
| PINS | $153M | 1% | added |
| VCYT | $153M | 1% | added |
| DE | $151M | 1% | added |
| PD | $146M | 1% | added |
| NTRA | $144M | 1% | trimmed |
| ILMN | $139M | 1% | added |
| TXG | $139M | 1% | trimmed |
| SOFI | $131M | 1% | added |
| DKNG | $129M | 1% | trimmed |
| AVAV | $126M | 1% | added |
| ABNB | $126M | 1% | added |
| BWXT | $126M | 1% | added |
| EXK | $120M | 1% | added |
| RKLB | $119M | 1% | unchanged |
| IRDM | $113M | 1% | added |
| TTD | $113M | 1% | added |
| GOOG | $83M | 0% | added |
| TOST | $75M | 0% | added |
| TRMB | $75M | 0% | added |
| BIDU | $67M | 0% | added |
| LHX | $67M | 0% | added |
| CRWV | $64M | 0% | added |
| CRWD | $64M | 0% | added |
| MELI | $60M | 0% | unchanged |
| DASH | $57M | 0% | added |
| SPOT | $56M | 0% | added |
| PSNL | $52M | 0% | added |
| GH | $50M | 0% | trimmed |
| unlisted | $49M | 0% | trimmed |
| WGS | $48M | 0% | new |
| NET | $48M | 0% | added |
| ADPT | $47M | 0% | trimmed |