Performance YTD: -21.55% vs SPY: -4.74%

Portfolio By Weight:

$SE - 14.53%

$NVDA - 14.18%

$PLTR - 12.29%

$DDOG - 10.93%

$SQ - 8.61%

$ZS - 6.97%

$GOOG - 4.93%

$TSLA - 4.26%

$MGNI - 4.25%

$TTD - 4.00%

$ABNB - 3.97%

$DOCN - 3.84%

$MQ - 2.65%

$OPEN - 2.50%

$QQQ - 2.09%