Here's my top 12 holdings. Cash is my 4th biggest position b/c having some dry powder now seems prudent. 

Altogether, these 12 = 47.5% of my portfolio.  
$AMZN 7.6%
$SHOP 5.7%
$TSLA 5.4%
Cash 4%
$PYPL 3.5%
$FB 3.5%
$NFLX 3.2%
$ZM 3.1%
$MSFT 3.1%
$CVNA 2.9%
$ILMN 2.8%
$CRM 2.7%