Albertsons Companies, Inc.

Affirm Holdings, Inc. Class A Common Stock

Applovin Corporation Class A Common Stock

Blend Labs, Inc.

Brilliant Earth Group, Inc. Class A Common Stock

Salesforce, Inc.

CONVERGE TECH SLTN CORP

JFrog Ltd. Ordinary Shares

Hims & Hers Health, Inc.

Samsara Inc.

ironSource Ltd - Class A

Jamf Holding Corp. Common Stock

WM Technology, Inc. Class A Common Stock

SERVICENOW, INC.

Rover Group, Inc. Class A Common Stock

The Trade Desk, Inc.

Today seems like an awesome day to share my portfolio for January!

Check out my blog post below for my portfolio.

I am long-term positive.

Ask Me Any Questions!

[$APP](https://twitter.com/search?q=%24APP&src=cashtag_click) [$HIMS](https://twitter.com/search?q=%24HIMS&src=cashtag_click) [$BLND](https://twitter.com/search?q=%24BLND&src=cashtag_click) [$TTD](https://twitter.com/search?q=%24TTD&src=cashtag_click) [$CRM](https://twitter.com/search?q=%24CRM&src=cashtag_click) [$NOW](https://twitter.com/search?q=%24NOW&src=cashtag_click) [$MAPS](https://twitter.com/search?q=%24MAPS&src=cashtag_click) [$BRLT](https://twitter.com/search?q=%24BRLT&src=cashtag_click) [$AFRM](https://twitter.com/search?q=%24AFRM&src=cashtag_click) [$IS](https://twitter.com/search?q=%24IS&src=cashtag_click) [$ROVR](https://twitter.com/search?q=%24ROVR&src=cashtag_click) [$CTSDF](https://twitter.com/search?q=%24CTSDF&src=cashtag_click) [$JAMF](https://twitter.com/search?q=%24JAMF&src=cashtag_click) [$FROG](https://twitter.com/search?q=%24FROG&src=cashtag_click) [$ACI](https://twitter.com/search?q=%24ACI&src=cashtag_click) [$IOT](https://twitter.com/search?q=%24IOT&src=cashtag_click)

[https://www.moderngrowthinvesting.com/this-year-is-starting-tough-modern-growth-investing-portfolio-01-04-2021/](https://www.moderngrowthinvesting.com/this-year-is-starting-tough-modern-growth-investing-portfolio-01-04-2021/)

Why long $HIMS and $MAPS? What's the underlying thesis and why now?

Paul Cerro

https://twitter.com/search?q=%24ACI&src=cashtag_click

https://twitter.com/search?q=%24AFRM&src=cashtag_click

https://twitter.com/search?q=%24APP&src=cashtag_click

https://twitter.com/search?q=%24BLND&src=cashtag_click

https://twitter.com/search?q=%24BRLT&src=cashtag_click

https://twitter.com/search?q=%24CRM&src=cashtag_click

https://twitter.com/search?q=%24CTSDF&src=cashtag_click

https://twitter.com/search?q=%24FROG&src=cashtag_click

https://twitter.com/search?q=%24HIMS&src=cashtag_click

https://twitter.com/search?q=%24IOT&src=cashtag_click

https://twitter.com/search?q=%24IS&src=cashtag_click

https://twitter.com/search?q=%24JAMF&src=cashtag_click

https://twitter.com/search?q=%24MAPS&src=cashtag_click

https://twitter.com/search?q=%24NOW&src=cashtag_click

https://twitter.com/search?q=%24ROVR&src=cashtag_click

https://twitter.com/search?q=%24TTD&src=cashtag_click

https://www.moderngrowthinvesting.com/this-year-is-starting-tough-modern-growth-investing-portfolio-01-04-2021/

Modern Growth Investing Portfolio 01/04/2022

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 