We’ll reevaluate positions post US Ind Day. Currently long $Etsy $fb $twtr $roku $W $twlo $zm $spce $lvgo $spce $brk.b $sam $goog $msft. Large positions in etsy, fb, Roku and zoom with plenty of dry powder tavailable to add more. Sold $Shop at $300 🤦🏽‍♂️, but unphased I may re-add