Performance YTD: -22.24% vs SPY: -8.05%

Portfolio By Weight:

$SE - 16.88%

$NVDA - 13.39%

$DDOG - 12.51%

$PLTR - 10.75%

$ZS - 8.03%

$SQ- 6.77%

$TTD - 4.11%

$ABNB - 4.40%

$MGNI - 3.93%

$GOOG - 3.91%

$DOCN - 3.77%

$TSLA - 3.70%

$OPEN - 3.37%

$MQ - 2.60%

$QQQ - 1.07%

Rough start to the the year for the portfolio my largest position $SE down 35% YTD (It was 22% of my portfolio in November last year) which has accelerated the losses. It releases earnings in the morning, i'm hoping for the trend to change.