CrowdStrike Holdings, Inc. Class A Common Stock

Mercado Libre, Inc

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

Nvidia Corp

PayPal Holdings, Inc. Common Stock

Shopify Inc. Class A subordinate voting shares

Buys: $CRWD, $NET, $PYPL
Sells: None

- Was happy to add some $CRWD just under $117 at start of month
- Also added a little $NET at $43.5
- I like the upside in $PYPL so I bought more
![Image upload](https://cdn.commonstock.com/6dc0c8f457c211a3cb2f0ae76f7c10ba828fb8d9485f792d0896c3e89fa2f9b0-1104x732.png)

Total return (01/13/2022): -18.2%
YTD Return: +37.4%

- Cash still sitting around 9% of portfolio. Eyeing up more buys on weakness.

![Image upload](https://cdn.commonstock.com/0c78f111ac97779337c336c59c3acac2311c5f8de4bacb1d5a54c6f07c8f59ec-936x728.png)

Other comments:
- $MELI and $SHOP are my largest positions currently at around 14-15% each. No plans to trim unless they get around 20%.
- Mistake: trimming $NVDA at $270 in April, but hindsight is 20/20 and I still have 6% exposure. Would add back low $200's likely.

I also trimmed Nvidia, but hey, still having exposure is great.

Nathan Worden

May'23 - Growth Portfolio Update

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