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.