My top 20 holdings as we cruise into July:

$MELI-5.6%
$NFLX-4.6%
$SHOP-4.1%
$CMG-3.9%
$ETSY-3.1%
$AMZN-2.9%
$FB-2.7%
$ANET-2.3%
$BNKG-2.2%
$TTD-2.2%
$SBUX-2.2%
$MNST-2.1%
$TSLA-2%
$MTCH-1.9%
$DOCU-1.9%
$ZM-1.8%
$TSCO-1.8%
$VEEV-1.7%
$AYX-1.7%
$VMD-1.6%