Personal Portfolio
As of June 30, 2023
- $MELI 12.0%
- $MSFT 10.2%
- $AMZN 8.4%
- $AMD 8.4%
- $CRWD 8.2%
- $NVDA 7.9%
- $DDOG 7.8%
- $CROX 5.3%
- $MDB 5.1%
- $SE 4.4%
-Top 10 Positions: 77.7%
-Cash: 13.2%
-Rest of Portfolio: 9.1%
Mid-year portfolio review coming out soon on Substack!
