Modern Growth Investing Portfolio 12/01/2021
Sharing My portfolio for December 2021(Top 30 Positions - 87.39% of my overall portfolio - Ask Me Anything!)

Business I Own - Percentage
$TTD 8.23
$NOW 5.65
$APP 5.41
$HIMS 4.83
$BRLT 4.58
$AFRM 4.58
$CRM 4.35
$IS 4.22
$ROVR 3.89
$BLND 3.30
$CTSDF 3.00
$ACI 2.77
$MAPS 2.66
$TCNNF 2.56
$VYGVF 2.17
$FROG 2.13
$ZIP 2.12
$DT 2.10
$JAMF 2.09
$ADSK 1.96
$OLO 1.84
$COTY 1.83
$MDB 1.79
$BBLN 1.74
$SMRT 1.53
$SEMR 1.36
$TVAC 1.18
$ENNV 1.18
$FMAC 1.18
$OCA 1.17

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How many positions do you have any what is your process for tracking them? Do you pay closer attention to larger weighted names?
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Eric Pelnik's avatar
$266.9m follower assets
Earnings this week
📞Which calls are you most excited for?
**

Monday, May 10th**
$AFRM Affirm Holdings
$APPF AppFolio
$DUK Duke Energy
$TTD Trade Desk
$VOYA Voya Financial
$SPCE Virgin Galactic
$REAL The RealReal
$VCYT Veracyte
$MAR Marriot
$SDC Smile Direct Club
$WYNN Wynn Resorts

Tuesday, May 11th
$EA Electronic Arts
$ARMK Aramark
$COKE Coca-Cola
$FUBO Fubotv
$U Unity Software

Wednesday, May 12th
$AMAT Applied Materials
$JACK Jack in the Box
$DT Dynatrace
$VRM Vroom
$LMND Lemonade
$SONO Sonos
$WIX Wix.com

Thursday, May 13th
$ACB Aurora Cannabis
$BABA Alibaba Group
$ABNB Airbnb
$DIS Walt Disney
$DASH DoorDash
$FTCH Farfetch
$GDRX Goodrx
$PUBM PubMatic
$NEWR New Relic
$COIN Coinbase

Friday, May 14th
None of interest

Sources: Business Insider, Google Finance, and Yahoo Finance
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