Growth at scale
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| META | $5.6B | 16% | unchanged |
| MSFT | $3.3B | 10% | added |
| SE | $2.6B | 8% | unchanged |
| AMZN | $2.3B | 7% | added |
| GOOGL | $1.9B | 5% | added |
| NVDA | $1.9B | 5% | added |
| TTWO | $1.4B | 4% | unchanged |
| LLY | $1.2B | 3% | added |
| TSM | $1.0B | 3% | added |
| unlisted | $987M | 3% | added |
| SPOT | $968M | 3% | unchanged |
| RDDT | $926M | 3% | added |
| APO | $881M | 3% | unchanged |
| AVGO | $745M | 2% | added |
| APP | $701M | 2% | added |
| VEEV | $697M | 2% | unchanged |
| GEV | $581M | 2% | added |
| ZS | $528M | 2% | unchanged |
| LRCX | $512M | 2% | added |
| CPAY | $498M | 1% | added |
| unlisted | $467M | 1% | unchanged |
| Z | $436M | 1% | added |
| CHYM | $430M | 1% | new |
| SHW | $413M | 1% | unchanged |
| CPNG | $407M | 1% | unchanged |
| NOW | $308M | 1% | trimmed |
| FWONK | $280M | 1% | unchanged |
| XYZ | $268M | 1% | added |
| CSGP | $261M | 1% | unchanged |
| CRWD | $255M | 1% | trimmed |
| WDAY | $240M | 1% | trimmed |
| AMAT | $164M | 0% | unchanged |
| PCOR | $160M | 0% | unchanged |
| NU | $151M | 0% | unchanged |
| ESTC | $143M | 0% | unchanged |
| unlisted | $140M | 0% | new |
| UNH | $137M | 0% | unchanged |
| NVO | $88M | 0% | unchanged |
| ZG | $69M | 0% | added |
| RERE | $33M | 0% | trimmed |
| HNGE | $29M | 0% | new |
| ZKH | $25M | 0% | trimmed |
| CRCL | $23M | 0% | new |
| UBER | $14M | 0% | unchanged |
| JD | $11M | 0% | unchanged |
| DASH | $6M | 0% | trimmed |
| ETOR | $5M | 0% | new |
| PONY | $5M | 0% | unchanged |
| TFIN | $2M | 0% | new |
| MNTN | $437K | 0% | new |