Adobe Inc.

Salesforce, Inc.

Alphabet Inc. Class A Common Stock

Mercado Libre, Inc

monday.com Ltd. Ordinary Shares

Microsoft Corp

Cloudflare, Inc. Class A common stock, par value $0.001 per shar

Roblox Corporation

Shopify Inc. Class A subordinate voting shares

The Trade Desk, Inc.

Unity Software Inc.

Zscaler, Inc. Common Stock

Hey fam! I Sold $MNDY and $RBLX at the open, both for consolidation reasons:

- $MNDY I'm exposed to a similar product through $MSFT Project and Planner + $CRM is invested in Monday through Salesforce Ventures, so I'm maintaining a limited exposure.
- $RBLX - while I like what they are doing, I prefer an exposure to multiple industries at once, if possible. That's what $U offers me with heavy focus on gaming with a huge market share there but also stuff like digital twins, tools for manufacturing, architecture, advertising, even tools for filmmakers, aerospace and a lot more. profitability in focus, promised by management to come in Q4 this year, sooner than anticipated before.

Also sold my initial position in $ZS. As much as I really like the company, I realized I'll be probably better off going for $NET as their product portfolio covers Zero Trust Security and Web Application pretty nicely with Cloudflare One and other products, so I consolidated into the one I like "more".

- I added to $GOOGL $NET $SHOP $U $ADBE $TTD $MELI, my classic high convictions.

I hope your GFs last longer than your positions lol

Neil

Portfolio changes - update 15

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Samuel Meciar