Better late than never!

My top 10 holdings make up 67% of my portfolio as of Jan 2021

$ROKU - 10%

$MELI - 9%

$TTD - 8%

$SHOP - 7%

$NVDA - 6%

$TDOC - 6%

$FSLY - 6%

$AMZN - 5%

$SQ - 5%

$CRWD - 5%

(%'s rounded to the whole number)

What's your top 10? How much % does it occupy in your portfolio?

This is how my current portfolio looks in terms of position sizing.

I've not added to $AMZN $AAPL $PYPL and $NFLX in the past 6 months & I plan to hold those positions as they're for now.$TWLO $PTON $SNOW are smaller positions that I'm planning to size up

I'm just staying the course and will continue to buy quality names in my portfolio.

I might initiate a position in any of my watchlist names depending on what I see from their ER.

This $WMT partnership bodes well for $TTD

$WMT had a choice to make between Xandr & TTD, and it picked up the latter even though it had standing relationships with the former.

This goes on to tell the power of TTD's platform.

My top 10 holdings make up 64% of my portfolio as of Dec 2020

$ROKU - 9%

$TTD - 8%

$MELI - 8%

$SHOP - 8%

$NVDA - 6%

$AMZN - 5%

$SQ - 5%

$FSLY - 5%

$TDOC - 5%

$CRWD - 5%

(%'s rounded to the whole number)

What's your top 10? How much % does it occupy in your portfolio?