My current top 10 holdings:
1. $ROKU
2. $SE
3. $FB
4. $TWLO
5. $GOOG
6. $AMZN
7. $SHOP
8. $MELI
9. $PINS
10. $NET
Lot of losers I got stuck in this year that ruined my returns YTD (a few % up overall) but high confidence in these major leaders going forwards.
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