My top (>2%) positions in no particular order: META, GOOGL, BRKB, NVDA, AAPL, AMZN
In:
Out:
Fixed income: 1%
Cash: 10%
Sectors
(kinda): Insurance (BRK): 12%, Media: 1%, Banks/financials: 5%,
Stock funds: 3%, Industrial: 1%, Consumer: 4%, Medical/pharma: 2%,
Tech: 46%, Various owner-operators (not included in other categories): 2%
New positions: SYM, DE, IAS, MU, QLYS, SHLS, NTOIY, XPEL, TKO
Positions
increased: FTNT, RNG, BILL, PYPL, EXPE, MNDY, ABNB, ANET, DASH, YELP, GMAB, PANW, UTHR, LYV, MELI, GOOGL, CPNG, PGNY, BMBL, ZS, HLFFF, DOCU, BLDEW, DLO, EVVTY, CSL, NOW, TEAM, DDOG, CELH, DUOL, SE, DOCS, SNOW, PCTY, VEEV, CRM, ZM,
Positions reduced: MRNA,
Positions
eliminated: FRCJL, FRCCL, PAGS, SSNC, VCSA, LEAT, IT, BOC, SWAV,
Flip-flop: RILY/RILYK/RILYN/RILYT/RILYP, KYYWY, META, GBTC/FBTC, THRY
RILY/RILYK/RILYN/RILYT/RILYP - long odyssey of buys, sells and swaps. Ultimately RILY position went down, combination of RILYK/RILYN/RILYT/RILYP went up.
KYYWY - bought and then sold on merger announcement.
META - reduced position on size, though added a bit at dip.
Swapped GBTC to FBTC.
Reduced THRY though bought some on latest results.
Sold SWAV on merger announcement.
Sold PAGS, SSNC, VCSA, LEAT, IT, BOC on low conviction and/or quarterly results.
Added stocks to companies at somewhat attractive prices.
New positions - initial buys.
