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June Portfolio Update
Personal Top 10 Holdings
As of June 30th, 2022

  1. $MSFT: 12.3%
  2. $AMZN: 9.9%
  3. $CRWD: 9.0%
  4. $MELI: 8.7%
  5. $SE: 7.7%
  6. $NVDA: 4.8%
  7. $CROX: 4.6%
  8. $CRM: 3.3%
  9. $DDOG: 3.2%
  10. $ROKU: 2.9%

Top 10 Positions: 66.4%
Cash Position: 9.1%
Rest of Portfolio: 24.5%

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