Growth at scale
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MSFT | $3.4B | 10% | unchanged |
| SE | $2.9B | 9% | unchanged |
| GOOGL | $2.6B | 8% | unchanged |
| AMZN | $2.4B | 7% | added |
| NVDA | $2.2B | 7% | unchanged |
| META | $2.1B | 6% | trimmed |
| TTWO | $1.5B | 5% | unchanged |
| APP | $1.4B | 4% | unchanged |
| TSM | $1.3B | 4% | unchanged |
| RDDT | $1.1B | 3% | trimmed |
| AVGO | $953M | 3% | added |
| unlisted | $929M | 3% | added |
| SPOT | $880M | 3% | unchanged |
| APO | $828M | 3% | unchanged |
| VEEV | $721M | 2% | unchanged |
| GEV | $710M | 2% | added |
| LRCX | $704M | 2% | unchanged |
| unlisted | $559M | 2% | unchanged |
| CPAY | $510M | 2% | added |
| CPNG | $510M | 2% | added |
| ZS | $504M | 2% | unchanged |
| Z | $389M | 1% | trimmed |
| XYZ | $320M | 1% | added |
| FWONK | $280M | 1% | unchanged |
| NOW | $276M | 1% | unchanged |
| CSGP | $274M | 1% | unchanged |
| CHYM | $252M | 1% | unchanged |
| NFLX | $242M | 1% | new |
| WDAY | $241M | 1% | unchanged |
| AMAT | $183M | 1% | unchanged |
| NU | $177M | 1% | unchanged |
| unlisted | $173M | 1% | unchanged |
| PCOR | $171M | 1% | unchanged |
| UNH | $152M | 0% | unchanged |
| ESTC | $143M | 0% | unchanged |
| SHW | $114M | 0% | trimmed |
| MDB | $106M | 0% | new |
| ZG | $58M | 0% | trimmed |
| RERE | $45M | 0% | unchanged |
| HNGE | $27M | 0% | unchanged |
| CRCL | $17M | 0% | unchanged |
| UBER | $15M | 0% | unchanged |
| JD | $12M | 0% | unchanged |
| NTSK | $11M | 0% | new |
| PONY | $8M | 0% | unchanged |
| FIGR | $7M | 0% | new |
| DASH | $7M | 0% | unchanged |
| KLAR | $6M | 0% | new |
| BLSH | $6M | 0% | new |
| ETOR | $3M | 0% | unchanged |
| FIG | $3M | 0% | new |
| TFIN | $2M | 0% | unchanged |
| GEMI | $2M | 0% | new |
| ARX | $1M | 0% | new |
| VIA | $721K | 0% | new |
| MNTN | $371K | 0% | unchanged |