GoodRx Holdings, Inc. Class A Common Stock

Alphabet Inc. Class C Capital Stock

SERVICENOW, INC.

Shopify Inc. Class A subordinate voting shares

Tesla, Inc. Common Stock

Unity Software Inc.

Portfolio update for July - still sitting at around 15% cash. I remain cautious, but this has shrunk from the 20% or so I was sitting at last month.

This earnings season will see some of these positions reshuffle as I don't plan to add to anything until I can listen to management commentary on the current environment, guidance, etc.

You can [check out my full post here](https://ninetofiveinvesting.substack.com/p/end-of-month-portfolio-update-july?sd=pf) but the highlights are:

- Added to $NOW,  $TSLA and $GOOG
- Unity $U is joining $GDRX in the doghouse
- $SHOP will require some patience to see how this year of reinvesting everything into growth plays out
- No new positions

![](https://cdn.commonstock.com/bfe574b1ccf789f2d564b8a18e034fc96fb5c11f25e2fd26face3ddc1ac73d4d-1200x600.png?fit=max&w=704)

Also being patient with Shopify. Props for adding to Tesla!

Nathan Worden

Buys, sells and reevaluating some positions

https://ninetofiveinvesting.substack.com/p/end-of-month-portfolio-update-july?sd=pf

End of Month Portfolio Update: July

July Portfolio Update

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