My top 20 holdings as of 5/4:   $NFLX: 5.2% $MELI: 4.6% $CMG: 4.3% $SHOP: 3.3% $FB: 3.2% $AMZN: 3.1% $ANET: 3% $SBUX: 2.9% $BKNG: 2.7% $MNST: 2.5% $ETSY: 2.3% $ULTA: 2.2% $MTCH: 1.9% $VEEV: 1.7% $TSCO: 1.6% $TTD: 1.6% $DPZ: 1.6% $TTWO: 1.6% $STMP: 1.6% $TSLA: 1.6%