Updated portfolio -
$ADYEY $AGC $CRWD $DLO $DOCU $GLBE $LSPD
$MELI $MTTR $OKTA $PATH $PLTR $QELL $SE $SHOP $SNOW $TWLO $U $UPST $ZI #ES_F
Top 5 --> 1) $MELI 2) $SE 3) $PLTR 4) $U 5) $GLBE
$ADYEY $AGC $CRWD $DLO $DOCU $GLBE $LSPD
$MELI $MTTR $OKTA $PATH $PLTR $QELL $SE $SHOP $SNOW $TWLO $U $UPST $ZI #ES_F
Top 5 --> 1) $MELI 2) $SE 3) $PLTR 4) $U 5) $GLBE
Changes -
This month, I've further removed the lower conviction stocks from my portfolio, re-invested in Unity, Upstart and increased positions in D-Local, Lightspeed, Okta, Palantir and Snowflake.
If my companies keep executing, intend to own shares for the long haul.
This month, I've further removed the lower conviction stocks from my portfolio, re-invested in Unity, Upstart and increased positions in D-Local, Lightspeed, Okta, Palantir and Snowflake.
If my companies keep executing, intend to own shares for the long haul.
Sold -
$AFTPY -> Acquired by Square
$FVRR -> LinkedIn marketplace launch threat
$ROKU -> Intensifying competition, int'l is tough
$SNAP -> Doubts about s. media's moat
These companies may end up doing very well, but I just don't like doubt/uncertainty. Prefer simple stories.
$AFTPY -> Acquired by Square
$FVRR -> LinkedIn marketplace launch threat
$ROKU -> Intensifying competition, int'l is tough
$SNAP -> Doubts about s. media's moat
These companies may end up doing very well, but I just don't like doubt/uncertainty. Prefer simple stories.
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