Q3 2021 portfolio weights:

Cash 12.6%

$SNAP 31.0%

$SFIX 13.7%

$DIS 8.3%

$TWLO 7.6%

$SQ 6.9%

$SHOP 4.6%

$PDD 4.4%

$WISH 4.2%

$SPOT 3.3%

$AMPL 2.3%

$UBER 1.1%