Summary - May End
$SHOP 8.24%
$MELI 4.16%
$TDOC 4.15%
$MTCH 4.07%
$CAT 3.47%
$DOCU 3.23%
$T 2.99%
$OKTA 2.92%
$MDB 2.47%
$TTD 2.44%

Top 20 makes up 61% of portfolio.  Plan to increase top 20 stake to 75% over time.  

YTD $VOO total return - (5.47%)
Portfolio - 16.73%