Q2 portfolio update: +53% (Q2), +56% (H1)

Top 5 positions by cost basis:
1. $HD
2. $EFX
3. $FB
4. $ADBE
5. $VMW

New Q2 letter explaining my process and few new names to the portfolio. Feedback welcomed and appreciated!

https://t.co/uqEPPsXvFG https://t.co/9ug1hkcWpa