Completing the September quarter

A seemingly agreed lowball takeover appeared for Blue Prism, so this holding was sold and a small addition to UiPath maintained sector presence.

Ark Genomics and Vuzix were sold and small new positions initiated in AEHR Test Systems and Mongo DB. Top Ten holdings below saw Marvell go out and Twilio come in as a result of transactions during the month.

1)AMD. 7.2%

2)Roku. 7..1%

3)Nvidia 6.6%

4)Snap. 6.2%

5)Zoom 5.4%

6)Fubo. 5.2%

7)Shopify 5.1%

8)Twilio 4.5%

9) Magnite 4.3%

10) SOI.L 4.0%

These holdings accounted for 55.6% of the overall totals. They are not recommendations – just my own aide memoire of where I stood at the end of the September quarter.

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