Largest Holdings currently: $AMZN -- 20% $ARKK --10% $MELI--6% $SHOP--6% $MSFT --5%  Top Performers over the past month or so, building conviction and adding as I go: $DKNG $FSLY $SE $SQ $YEXT  Temporary holdings, because you know, why not: $NKLA $AAL $DAL