Top ten revisited

Last week I sold a small holding of Bandwidth to clear these out, and added to Zoom with the proceeds. The top four holdings remain unchanged and a few additions and reductions have affected positioning elsewhere.

Roku. 7.4%

AMD. 7.2%

Nvidia 6.6%

Zoom 6.4%

FuboTV 5.3%

Shopify 5.3%

Marvell. 4.7%

Magnite. 4.2%

SOI.L. 3.8%

Voyager. 3.6%

These holdings now account for about 55% of the investments.
Consult investment professionals for investment advice – if they do not know anything about the top four or five stocks maybe it’s time to move on.

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