My top 12 holdings (symbol/weight/tot. rtn) on 6/30:

YTD: +48% vs. SPY -4.8% 

$AMZN 7.7% +267%
$SHOP 6.8% +1046%
$TSLA 6.3% +473%
Cash 4.3%   n/a
$PYPL 3.6% +382%
$ZM 3.5% +308%
$CVNA 3.3% +388%
$NFLX 3.2% +234%
$FB 3.2% +91%
$MSFT 3.1% +381%
$TDOC 2.8% +201%
$CRM 2.6% +152%