As we get ready for quarter end close, window dressing etc, we should see some volatility as we get into July. That said – figured I’d share an update.
The folio is still crackin away – now up 113% and no signs of slow down yet.
Fastly has turned to absolute monster – at 432% gains. Yep – this one become a four-bagger in roughly one quarter.
Other top names:
- LVGO – 240.55%
- ETSY – 181.18%
- DDOG – 176.80%
- SHOP – 172.82%
I’m still waiting for other quality names like ROKU to move up this list. Time will tell.