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

Buys: $PYPL
Sells: $NVDA

- I trimmed my $NVDA position due to large run up in price and valuation.
- Added some $PYPL on weakness at $72

![Image upload](https://cdn.commonstock.com/9f718da0c150bbc96293a016964cc6ea738ad00489aaffb4ca669ed13e8aa210-1108x738.png?w=748&fit=max)

Total Unrealized G/L: -27.5%
YTD Return: +28.1%
- Sitting on a decent amount of cash. Looking to add on weakness (as usual), but being patient. Cash balance sitting around 9-10%.

![Image upload](https://cdn.commonstock.com/34558c02612b4d6534062ed539e6377f361e083eeb44e625b11039c034610aef-934x734.png?w=748&fit=max)

Other comments:
- $MELI continues to be my largest position and deservingly so - execution is exceptional.
- Excited for this Q1 earnings season - been great thus far imo.
- Eyeing up some $CRWD and $NET at these levels.

Good call on selling NVDA, way overvalued. Looks lke a bunch of folks have been piling on NVDS to effectively short it [https://twitter.com/SIR_JACK_A_LOT/status/1653492767094640642](https://twitter.com/SIR_JACK_A_LOT/status/1653492767094640642)

Kevin Xu

Apr'23 - Growth Portfolio Update

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