$GOOGL 14.4%
$RACE 14.3%
$AAPL 10.8%
$MC.PA 8.5%
$MSFT 8.4%
$MA 7.6%
$FB 6.6%
$JD 6.0%
$EL 4.9%
$NKE 4.9%
$AMZN 4.1%
$TCEHY 3.6%
$DIS 1.3%
Cash 4.5%

Probably the boringest portfolio out there. Up HSD for the year.