Mercado Libre, Inc

Cloudflare, Inc. Class A common stock, par value $0.001 per shar

PayPal Holdings, Inc. Common Stock

The Trade Desk, Inc.

Twilio Inc.

Upstart Holdings, Inc. Common stock

Buys: $PYPL $TTD $UPST $NET $TWLO
Sells: None

I was on vacation most of the month, but made a few recent adds. Eyeing up some $MELI in the low 600's here.

![](https://cdn.commonstock.com/f451c7e3e91de23ff49811c8596f8cdae6cb09912f2e5a9db1804153a6876f2b-1102x692.png)

YTD return: -42.2%
- Tough month, but I am LT focused and believe adding on price weakness when the business metrics are improving is a prudent strategy.
- Will deplete most of cash position in this weakness along with new cash coming in.
![](https://cdn.commonstock.com/eb87b1499225a579aa017947b4e3c79b3e99ac719dc98a9063e404a1956960a6-994x720.png)
*can't link portfolio on CS currently due to not being in US.

I like it! Is there a specific software you use that shows this breakdown or did you create yourself? 

Jonathan Garcia

June'22 - Growth Portfolio Update

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