Within my top holdings there have been a few adjustments. Shopify was increased by a third, Fubo by 25%. Part of the cash came from a small reduction in Marvell – chosen because it was very close to a high when others were not.
Moving on to the smaller holdings, I took a profit on Veeva Systems which was not far from its all time high, added to Plug Power, and increased my 2% weight in Chinese vehicle manufacturer Xpeng to 3%. Chinese stocks have been very weak of late and Xpeng new car prices are often a third less than comparable Tesla models. Their P5 sedan appears to be politically correct as a family car. Their P7 was designed to compete with more sporty Tesla models.