Airbnb, Inc. Class A Common Stock

Adobe Inc.

ADYEN NV UNSP/ADR

Duolingo, Inc. Class A Common Stock

Hims & Hers Health, Inc.

Mercado Libre, Inc

Shopify Inc. Class A subordinate voting shares

Block, Inc.

Hey fam! Over the last few days, I decided to make the following changes:

- I sold $MELI. I decided I don't want to be fixed only to only one area as I don't expect $MELI to really expand beyond SA and so I'll stay exposed to the region and other emerging markets through $ADYEY and later through $SHOP (which is already finding a pretty decent success in Brazil) and $SQ as they expand more and more into those areas.
- I sold $DUOL and $HIMS. As much as I still love those 2 companies, the focus of my portfolio is to invest into companies with vast ecosystems or backbone infrastructure that gives me an exposure to secular growth trends I'm bullish on, and so I felt like these 2 aren't really the best fit. Instead, I'm seeing other great opportunities within my other holdings.

Still, I managed to sell $DUOL with a 26% gain and $HIMS with like 5% gain on the positions so I consider that a great success in this market environment 😀

- On the other hand, I was adding to $ABNB $ADBE and pretty significantly to $ADYEY, now about 4,6% position.

Therefore I'm currently down to 23 positions in total.

Really like the additions to $ADBE and $ABNB . What was the holding period for the stocks you sold?

StockOpine

Portfolio changes - update 17

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