Apple Inc.

Airbnb, Inc. Class A Common Stock

Advanced Micro Devices

ASML Holding NV

Coinbase Global, Inc. Class A Common Stock

CRH Public Limited Company

Salesforce, Inc.

CrowdStrike Holdings, Inc. Class A Common Stock

Meta Platforms, Inc. Class A Common Stock

Marqeta, Inc. Class A Common Stock

Marvell Technology, Inc. Common Stock

Microsoft Corp

Pinterest, Inc. Class A Common Stock

Sea Limited American Depositary Shares, each representing one Cl

Shopify Inc. Class A subordinate voting shares

SoFi Technologies, Inc. Common Stock

Block, Inc.

The Trade Desk, Inc.

Unity Software Inc.

First portfolio update (can’t link directly to Degiro account)
Top 8 holdings = 70%
**$AAPL** **$AMD** **$CRM** **$PINS** **$U** **$ABNB** **$MSFT** **$MRVL**

Other smaller positions. 1% to 3% of portfolio each
**$SE** **$SQ** **$SHOP** **$SOFI** **$COIN** **$FB** **$ASML** **$TTD** **$MQ** **$CRWD** **$CRH**

Portfolio Update 