Growth at scale
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| META | $4.4B | 17% | unchanged |
| MSFT | $2.3B | 9% | unchanged |
| APO | $2.0B | 8% | unchanged |
| GOOGL | $2.0B | 7% | unchanged |
| SE | $1.7B | 6% | unchanged |
| AMZN | $1.4B | 5% | unchanged |
| NVDA | $1.3B | 5% | unchanged |
| TTWO | $1.1B | 4% | unchanged |
| LLY | $1.0B | 4% | added |
| unlisted | $873M | 3% | unchanged |
| TSM | $718M | 3% | unchanged |
| NOW | $615M | 2% | unchanged |
| SPOT | $564M | 2% | added |
| WDAY | $485M | 2% | unchanged |
| unlisted | $439M | 2% | unchanged |
| AVGO | $428M | 2% | unchanged |
| CPAY | $422M | 2% | unchanged |
| DASH | $368M | 1% | unchanged |
| SHW | $341M | 1% | added |
| RDDT | $332M | 1% | added |
| CRWD | $308M | 1% | unchanged |
| LRCX | $286M | 1% | new |
| QCOM | $285M | 1% | unchanged |
| ZS | $262M | 1% | new |
| PDD | $255M | 1% | new |
| FWONK | $249M | 1% | added |
| CSGP | $232M | 1% | new |
| UNH | $222M | 1% | trimmed |
| CPNG | $178M | 1% | added |
| PCOR | $175M | 1% | unchanged |
| ESTC | $168M | 1% | unchanged |
| UBER | $157M | 1% | unchanged |
| AMAT | $146M | 1% | unchanged |
| DDOG | $140M | 1% | unchanged |
| TTAN | $134M | 1% | new |
| NVO | $109M | 0% | unchanged |
| TEAM | $97M | 0% | unchanged |
| NU | $92M | 0% | trimmed |
| VEEV | $79M | 0% | new |
| OKLO | $65M | 0% | unchanged |
| ARM | $37M | 0% | unchanged |
| RERE | $33M | 0% | unchanged |
| ZKH | $29M | 0% | unchanged |
| RBRK | $16M | 0% | unchanged |
| JD | $12M | 0% | unchanged |
| PONY | $5M | 0% | new |
| SARO | $4M | 0% | new |
| KVYO | $1M | 0% | unchanged |
| DDL | $389K | 0% | unchanged |