$GOOGL 14.4% $RACE 14.3% $AAPL 10.8% $MC.PA 8.5% $MSFT 8.4% $MA 7.6% $FB 6.6% $JD 6.0% $EL 4.9% $NKE 4.9% $AMZN 4.1% $TCEHY 3.6% $DIS 1.3% Cash 4.5%  Probably the boringest portfolio out there. Up HSD for the year.