- AMD. 7.0%
- Roku 6.9%
- Nvidia. 6.7%
- Fubo. 5.5%
- Zoom. 5.4%
- Shopify. 5.2%
- Snap. 5.2%
- Marvell. 5.0%
- Magnite 4.4%
- SOI.L. 3.9%
These holdings accounted for 55.2% of portfolio holdings. These top ten posts help me to see how sentiment is changing, and are not investment advice. For that you need an investment professional.
Looking at the August list the only change has been Voyager going out because of price weakness and Snap coming in after the purchase of additional shares. A couple of additional purchases are being actively considered.