Digital Turbine, Inc.

Datadog, Inc. Class A Common Stock

DLocal Limited Class A Common Shares

Fiverr International Ltd.

Global-E Online Ltd. Ordinary Shares

Mercado Libre, Inc

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

Nu Holdings Ltd.

PayPal Holdings, Inc. Common Stock

SentinelOne, Inc.

Sea Limited American Depositary Shares, each representing one Cl

Snowflake Inc.

Block, Inc.

The Trade Desk, Inc.

Twilio Inc.

Upstart Holdings, Inc. Common stock

Buys: $MELI $TTD $SE $FVRR $UPST $NET $TWLO $SQ $PYPL
Sells: None

I am confident in my portfolio right now, but I am doing some research on my watchlist: $DLO $GLBE $SNOW $DDOG $NU $S $APPS

![](https://cdn.commonstock.com/a8caaab25dbf2f64066922525133b0b4124a27d929af679d4a78a7dc3f9a0709-1132x700.png)

YTD return: -30.9%
- Another tough month for growth, but saw some rallys near end of May which was encouraging. Currently have some cash ready to deploy so I will continue to add on weakness.
- Stay positive out there friends!

![](https://cdn.commonstock.com/c648ee7bfd55f1432e1c82114471f896787152b1cf80a6845e6a2bdbc06eed7d-1022x732.png)
*can't link portfolio on CS currently due to not being in US.

Thanks for the transparency! You have an impressive collection of growth here.

Joshua Simka

May'22 - Growth Portfolio Update

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Beaver Capital