Braze, Inc. Class A Common Stock

CrowdStrike Holdings, Inc. Class A Common Stock

DLocal Limited Class A Common Shares

DigitalOcean Holdings, Inc.

Freshworks Inc. Class A Common Stock

Alphabet Inc. Class C Capital Stock

iShares Expanded Tech-Software Sector ETF

Intuit Inc

MongoDB, Inc. Class A

Micron Technology, Inc.

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

SERVICENOW, INC.

SEMrush Holdings, Inc.

Shopify Inc. Class A subordinate voting shares

VanEck Semiconductor ETF

Snowflake Inc.

SoFi Technologies, Inc. Common Stock

Sprout Social, Inc Class A Common Stock

Atlassian Corporation Class A Common Stock

Twilio Inc.

WisdomTree Cloud Computing Fund

Zendesk Inc

Zscaler, Inc. Common Stock

![image](https://cdn.commonstock.com/860cf51c2d147150ab1c38c0590a53a7e44c9d7d463a2088bd6c91887cd6b229-1200x600.png)

Entered: **$SHOP** **$MU** **$IGV** **$SMH** 

Added to: **$GOOG** **$TEAM** **$WCLD** **$NOW** **$CRWD** **$SNOW** **$FRSH** **$DLO** **$MDB** **$SPT** 

Trimmed: **$DOCN** **$SOFI** 

Exited: **$ZEN** **$ZS** **$SEMR** **$BRZE** **$TWLO** **$NET** **$INTU** 

I would have thought this is a good time to add to $NET given that they are playing a role with the Ukraine situation but I could be wrong! Would love more on that decision 🙂

Django Brooks

End of February 2022 Portfolio

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Sean