June 2020 Portfolio Summary

Month +6.9%
YTD +10.6%

CASH ~28%

~Holdings as of June 30th
$MSFT 7%
$DDOG 6%
$DOCU 6%
$SHOP 6%
$AMZN 6%
$SE 5%
$CRWD 5%
$OKTA 5%
$LVGO 5%
$AAPL 4%
$SQ 4%
$TWLO 4%
$TEAM 4%
$VEEV 2%
$NOW 1%
$LULU 1%
$ADSK 1%
$EXAS &lt;1%