Confluent, Inc. Class A Common Stock

GoodRx Holdings, Inc. Class A Common Stock

Sea Limited American Depositary Shares, each representing one Cl

Shopify Inc. Class A subordinate voting shares

Unity Software Inc.

I posted my thoughts on the month of June, along with some changes I have made to the portfolio in recent weeks. I continue to hold a sizable cash position (~20%). As cash comes in, I slowly reallocate to my strongest, highest conviction companies. However, I have stopped adding to a few positions, and have reduced the pace at which I am adding to a few more.

Slowing: $CFLT, $SHOP, $U

Stopped Adding: $GDRX, $SE

Check it out:

[https://ninetofiveinvesting.substack.com/p/end-of-month-portfolio-update-june?sd=pf](https://ninetofiveinvesting.substack.com/p/end-of-month-portfolio-update-june?sd=pf)

Buys, sells and portfolio updates from an up-and-down month

https://ninetofiveinvesting.substack.com/p/end-of-month-portfolio-update-june?sd=pf

End of Month Portfolio Update: June

Portfolio Update: June

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