Current Stock Portfolio (in order of position size)-

*BTC not included here (~10% of net worth)

1. $TSLA
2. $NVDA
3. $TDOC
4. $SHOP
5. $SQ
6. $PINS
7. $RDFN
8. $EXAS
9. $CRWD
10. $SE
11. $TWLO
12. $SPOT
13. $ETSY
14. $LMND
15. $APPS
16. $ABNB
17. $DMTK
18. $FVRR
19. $TTD
20. $MELI
21. $PLTR
22. $ROKU
23. $AMZN
24. $AAPL
25. $PENN
26. $DKNG
27. $GRWG
28. $VRM
29. $ENPH
30. $GHVI
30. $GDRX
31. $ADBE
32. $PTON
33. $NVTA
34. $RNG
35. $OPEN
36. $IIPR
37. $NVTA
38. $FTHM
39. $DOCU
40. $PRCH
41. $UPST
42. $CRSP
43. $TWST
44. $AFRM
- Top 20 holdings are 70% of my entire portfolio

- Only trim positions if the thesis changes, position size exceeds 15%, or a better opportunity arises

- This includes a view across all brokerage accounts, IRAs, and HSAs, so a variety of account types

I've held many of these positions prior to 2020, so this is not an entry point recommendation

Many have run up a great deal, but I wouldn't still own them if I didn't think they'd be much higher 10 years from now

I don't intend on disrupting compounding machines

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