This is close to 75-80% of the portfolio, as of Dec 11, 2024.
- CVNA
- NVDA
- PLTR
- NFLX
- QQQ
- SPY
- CRWD
- TOST
- DKNG
- INDA
- IWM
- SHOP
- SE
- MELI
- CMG
- UBER
- FXI
- COST
- AMZN
- SMCI
- ERJ
- Z
- META
- GRMN
- AFRM
- TTD
- AXP
- ABNB
- CROX
- TSLA
- MAR
- NU
- OKTA
- SOFI
- NET
- ANET
- DECK
- EXPE
- RBLX
- FND
- DASH
- BAC
- QYLD
- COIN
- MDB
- PYPL
- ASAN
- TTWO
- RYLD
- COF
- SPOT
- UPST
- SBUX
- PTON
- ON
- BABA
- C
- NCLH
- ONON
- PANW
- LULU
- DAL
- MOH
- NIO
- SPG
- ISRG
- CFG
- CHWY
- BA
- DKS
- LRCX
- BIDU
- TEAM
- BYD
- WDAY
- SNPS
- HUBS
- AI
- PSEC
- SCHD
- QCOM
- QQQJ
- MSTR
- CELH
- CRM
- MNDY
- SQ
- DPZ
- FOUR
- TWLO
- FDX
- HD
- BJ
- NOW
- JEPQ
- APP
- DDOG
- ABBV
- WING
- ENPH
- COMM
- WYNN
- DIVO
- ROKU
- LYFT
- T
- PINS
- JD
- KWEB
- H
- ROOT
- O
- TPR
- CYBR
- PATH
- WHR
- MTCH
- CWH
- DIS
- BHP
- OUT
- DBX
- YELP
- MDT
- WM
- ULTA
- HLT
- ETSY
- BAND
- RDFN
- TXT
- SRPT
- ELV
- ADBE
- PACB
- AMD
- PEP
- GRWG
- BURL
- VEEV
- TGT
- NTR
- BMBL
- CPNG
- AMBA
- DXCM
- GPC
- REGN
- TSCO
- JMIA
- BKNG
- BL
- MU
- ZIM
- PDD
- REAL
- MGNI
- GOOGL
- D
- OXY
- NEE
- BILL
- PCAR
- UCTT
- MMM
- ZTS
- RCL
- HOOD
- TKO
- AVGO
- STZ
- CCL
- DOCU
- OSCR
- DVN
- PNC
- POOL
- ZBRA
- DHI
- ZS
- MCHP
- RUN
- AMBP
- RH
- PGR
- TXRH
- DGX
- RIVN
- VRT
- NOC
- GDRX
- EMQQ
- BMRN
- WOOF
- OPEN
- FTNT
- XPEV
- VRTX
- LHX
- MPW
- CRON
- COUR
- MITT
- HIMS
- MIDD
- IQV
- TDOC
- MNST
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