Growth at scale
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| META | $3.6B | 20% | new |
| MSFT | $2.2B | 12% | new |
| GOOGL | $1.6B | 9% | new |
| APO | $1.4B | 8% | new |
| AMZN | $1.1B | 6% | new |
| NVDA | $875M | 5% | new |
| TTWO | $838M | 5% | new |
| SE | $805M | 4% | new |
| LLY | $692M | 4% | new |
| WDAY | $513M | 3% | new |
| NOW | $442M | 2% | new |
| TSM | $414M | 2% | new |
| CPAY | $411M | 2% | new |
| LRCX | $343M | 2% | new |
| DASH | $302M | 2% | new |
| CRWD | $289M | 2% | new |
| AVGO | $242M | 1% | new |
| UBER | $231M | 1% | new |
| NU | $220M | 1% | new |
| unlisted | $210M | 1% | new |
| PCOR | $192M | 1% | new |
| GTM | $186M | 1% | new |
| ESTC | $169M | 1% | new |
| NVO | $163M | 1% | new |
| DXCM | $160M | 1% | new |
| FWONK | $155M | 1% | new |
| DDOG | $121M | 1% | new |
| JD | $86M | 0% | new |
| TEAM | $78M | 0% | new |
| CART | $66M | 0% | new |
| ARM | $37M | 0% | new |
| OKLO | $35M | 0% | new |
| RDDT | $25M | 0% | new |
| RERE | $20M | 0% | new |
| STNE | $11M | 0% | new |
| ALAB | $5M | 0% | new |
| FRSH | $4M | 0% | new |
| TOST | $2M | 0% | new |
| KVYO | $892K | 0% | new |
| SPOT | $676K | 0% | new |
| DDL | $145K | 0% | new |