Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $1.1B | 8% | trimmed |
| AMD | $552M | 4% | added |
| CRSP | $538M | 4% | added |
| SHOP | $496M | 4% | added |
| PLTR | $455M | 4% | trimmed |
| TEM | $434M | 3% | added |
| CRCL | $430M | 3% | added |
| HOOD | $416M | 3% | added |
| COIN | $414M | 3% | trimmed |
| TER | $369M | 3% | trimmed |
| ROKU | $361M | 3% | trimmed |
| RBLX | $333M | 3% | added |
| TWST | $301M | 2% | trimmed |
| BEAM | $289M | 2% | trimmed |
| AMZN | $282M | 2% | added |
| TXG | $249M | 2% | trimmed |
| KTOS | $246M | 2% | unchanged |
| BLSH | $234M | 2% | added |
| DE | $225M | 2% | trimmed |
| TSM | $212M | 2% | trimmed |
| GOOG | $207M | 2% | added |
| CRWV | $197M | 2% | added |
| ACHR | $194M | 2% | added |
| BMNR | $192M | 1% | added |
| XYZ | $186M | 1% | trimmed |
| NTLA | $186M | 1% | added |
| NVDA | $181M | 1% | trimmed |
| ARKB | $151M | 1% | trimmed |
| RKLB | $144M | 1% | unchanged |
| ILMN | $139M | 1% | trimmed |
| NTRA | $137M | 1% | trimmed |
| LHX | $135M | 1% | added |
| BWXT | $127M | 1% | trimmed |
| AVGO | $126M | 1% | new |
| BIDU | $125M | 1% | trimmed |
| RXRX | $123M | 1% | added |
| AVAV | $102M | 1% | added |
| VCYT | $98M | 1% | trimmed |
| BABA | $98M | 1% | added |
| META | $88M | 1% | trimmed |
| WGS | $85M | 1% | added |
| TRMB | $81M | 1% | added |
| FIG | $72M | 1% | added |
| SOFI | $61M | 0% | trimmed |
| DASH | $52M | 0% | added |
| unlisted | $51M | 0% | added |
| unlisted | $51M | 0% | added |
| PSNL | $51M | 0% | unchanged |
| LUNR | $49M | 0% | added |
| TOST | $48M | 0% | trimmed |
| IRDM | $48M | 0% | trimmed |
| PACB | $48M | 0% | trimmed |
| GH | $45M | 0% | trimmed |
| SYM | $42M | 0% | added |
| CAT | $42M | 0% | added |
| MELI | $41M | 0% | trimmed |
| CRWD | $41M | 0% | trimmed |
| ABSI | $41M | 0% | added |
| CCJ | $40M | 0% | added |
| CDNA | $39M | 0% | added |