My top 10 holdings make up 77% of my portfolio as of June 30, 2020.
$NFLX  -- 18%
$AMZN-- 14%
$MELI  -- 13%
$FB      --  7%
$SHOP--  6%
$AAPL --  5%
$PYPL --  5%
$TTD -- 3%
$TSLA --  3%
$CNI  -- 3%
(%'s rounded to the whole number. Portfolio up 32% YTD vs -3% for $SPX )