Performance YTD: -40.54% vs SPY: -13.60%

Portfolio By Weight:

$NVDA - 13.03%

$SE - 12.21%

$PLTR - 11.32%

$GOOG - $11.07%

$DDOG - 10.60%

$SQ - 7.69%

$ZS - 7.12%

$ABNB - 4.30%

$TSLA - 4.19%

$TTD - 4.00%

$MGNI - 3.78%

$DOCN - 3.18%

$MQ - 2.71%

$OPEN - 2.45%

$QQQ - 2.20%

Tough month, that's for sure. I'm still buying fortnightly, mostly $GOOG... at this point. I haven't sold any positions this month, i'm hoping in years to come i'll be rewarded for holding onto them - I understand some more than likely won't ever make it to all time highs again and could end up being scooped up via M&A's. Time will tell...