Hi,

i sold my big position trades for the year and am looking to get in when the time is right. Curious what u r holding?

I sold some of my largest positions last week as well. My recent sales of the larger positions were in MSTR TSLA and NVDA. The market rally is spreading to newer merchandise. My current holdings are as follows

APP          5%

DDOG      5%

TGTX      5%

DASH     10%

VRT      6%

GDDY    10%

RDDT    5%

ALAB   5%

BROS   10%

VST     7%

TOTAL   68%