Growth at scale
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| GOOGL | $3.3B | 11% | unchanged |
| MSFT | $2.6B | 9% | trimmed |
| AMZN | $2.3B | 8% | trimmed |
| NVDA | $2.1B | 7% | trimmed |
| SE | $2.0B | 7% | trimmed |
| META | $1.8B | 6% | trimmed |
| TTWO | $1.5B | 5% | unchanged |
| TSM | $1.1B | 4% | trimmed |
| AVGO | $995M | 3% | unchanged |
| APO | $899M | 3% | unchanged |
| RDDT | $884M | 3% | trimmed |
| APP | $871M | 3% | trimmed |
| unlisted | $861M | 3% | added |
| SPOT | $733M | 2% | unchanged |
| LRCX | $668M | 2% | trimmed |
| GEV | $636M | 2% | trimmed |
| CPNG | $620M | 2% | added |
| VEEV | $540M | 2% | unchanged |
| CPAY | $527M | 2% | unchanged |
| unlisted | $464M | 2% | unchanged |
| XYZ | $414M | 1% | added |
| Z | $413M | 1% | added |
| CHYM | $357M | 1% | added |
| ZS | $355M | 1% | trimmed |
| NOW | $326M | 1% | added |
| FWONK | $264M | 1% | unchanged |
| AMAT | $230M | 1% | unchanged |
| NFLX | $229M | 1% | added |
| WDAY | $215M | 1% | unchanged |
| WLTH | $206M | 1% | new |
| NU | $185M | 1% | unchanged |
| PCOR | $170M | 1% | unchanged |
| CSGP | $152M | 1% | trimmed |
| UNH | $139M | 0% | trimmed |
| ESTC | $128M | 0% | unchanged |
| HNGE | $84M | 0% | added |
| SHW | $83M | 0% | trimmed |
| ZG | $70M | 0% | added |
| unlisted | $52M | 0% | trimmed |
| RERE | $52M | 0% | unchanged |
| PONY | $42M | 0% | added |
| CRCL | $40M | 0% | added |
| UBER | $12M | 0% | unchanged |
| JD | $10M | 0% | unchanged |
| NTSK | $9M | 0% | unchanged |
| FIGR | $8M | 0% | unchanged |
| DASH | $6M | 0% | unchanged |
| KLAR | $5M | 0% | unchanged |
| BLSH | $4M | 0% | unchanged |
| ETOR | $3M | 0% | unchanged |
| FIG | $2M | 0% | unchanged |
| ARX | $1M | 0% | unchanged |
| GEMI | $694K | 0% | unchanged |
| MNTN | $239K | 0% | unchanged |