None of the ten names have changed from last month but there are a few position changes due partly to additional purchases.
1 Roku 7.7%
2 AMD. 6.8%
3 Nvidia. 5.7%
4 Zoom. 5.4%
5 Marvell. 5.2%
6 Magnite. 4.6%
7 Voyager. 4.1%
8 FuboTV. 3.9%
9 Shopify. 3.8%
10. SOI.L. 3.7%
These holdings total 50.9% of the total portfolio investments. Small holdings are either waiting for additional purchases or earmarked for sale.
This is not investment advice. For that you need a registered/qualified professional adviser or broker.