1/2 Individual Stock Holdings (Active Portfolio) going into July:

$ADBE $ANET $APPF $APPS $ASML $AVLR $AYX $BABA $BILL $BL $CRM $CRWD $DDOG $EDU $EPAM $FB $FSLY $GLOB $GOOGL $HUBS $JD $KC $LVGO $MDB $MDLA $MELI $MPWR $MRCY $MSFT $NET $NOW $NTES $NVDA $OLED $PAGS $PANW $PAYC