Growth at scale
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| META | $4.3B | 16% | unchanged |
| MSFT | $2.3B | 9% | added |
| SE | $2.1B | 8% | unchanged |
| GOOGL | $1.6B | 6% | unchanged |
| AMZN | $1.3B | 5% | added |
| TTWO | $1.2B | 5% | unchanged |
| NVDA | $1.2B | 4% | added |
| LLY | $1.1B | 4% | unchanged |
| APO | $850M | 3% | trimmed |
| unlisted | $748M | 3% | unchanged |
| TSM | $704M | 3% | added |
| SPOT | $694M | 3% | unchanged |
| VEEV | $561M | 2% | added |
| PDD | $523M | 2% | added |
| NOW | $461M | 2% | unchanged |
| APP | $442M | 2% | new |
| WDAY | $439M | 2% | unchanged |
| CPAY | $435M | 2% | unchanged |
| unlisted | $421M | 2% | unchanged |
| SHW | $420M | 2% | added |
| DASH | $401M | 2% | unchanged |
| AVGO | $380M | 1% | added |
| Z | $358M | 1% | new |
| RDDT | $341M | 1% | added |
| ZS | $333M | 1% | added |
| GEV | $322M | 1% | new |
| LRCX | $322M | 1% | added |
| CRWD | $317M | 1% | unchanged |
| CPNG | $292M | 1% | added |
| CSGP | $257M | 1% | unchanged |
| FWONK | $241M | 1% | unchanged |
| UNH | $230M | 1% | unchanged |
| PCOR | $154M | 1% | unchanged |
| ESTC | $151M | 1% | unchanged |
| AMAT | $130M | 0% | unchanged |
| TTAN | $124M | 0% | unchanged |
| NU | $113M | 0% | added |
| XYZ | $102M | 0% | new |
| NVO | $88M | 0% | unchanged |
| ZG | $60M | 0% | new |
| RERE | $34M | 0% | unchanged |
| ZKH | $27M | 0% | unchanged |
| JD | $14M | 0% | unchanged |
| UBER | $11M | 0% | trimmed |
| PONY | $3M | 0% | unchanged |