:)

holdings by percentage, How do you increase return? Trim the fat & pick sector winners and concentrate capital ?
TESLA INC TSLA 9.45%
ROKU INC ROKU 6.66%
TELADOC HEALTH INC TDOC 5.21%
SQUARE INC 4.66%
CRISPR THERAPEUTICS AG CRSP 3.95 %
INVITAE CORP NVTA 3.34 %
ZILLOW GROUP INC - 2.99 %
BAIDU INC - 2.98 %
SPOTIFY TECHNOLOGY SA SPOT 2.97%
PROTO LABS INC PRLB 2.59%
SHOPIFY INC - 2.35 %
TENCENT HOLDINGS LTD- 2.29 %
PURE STORAGE INC - 2.29%
ZOOM VIDEO COMMUNICATIONS-2.17%
TWILIO INC - 2.16%
PAYPAL HOLDINGS INC 2.15%
IOVANCE BIOTHERAPEUTICS INC 2.02%
EXACT SCIENCES CORP EXAS 1.98 %
DOCUSIGN INC 1.92%
TWIST BIOSCIENCE CORP 1.86%
INTELLIA THERAPEUTICS INC 1.72%
TAIWAN SEMICONDUCTOR-1.69%
EDITAS MEDICINE INC 1.64%
MATERIALISE NV-1.64 %
LENDINGTREE INC 1.62%
PAGERDUTY INC 1.60%
2U INC 1.43 %
STRATASYS LTD 1.4%
NTERCONTINENTAL EXCHANGE 1.40%
KE HOLDINGS INC BEKE 1.37%
VERACYTE INC 1.36%
UNITY SOFTWARE INC 1.33%
SEA LTD-1.30%
NINTENDO CO LTD 1.22%
IRIDIUM COMMUNICATIONS INC 1.20%
10X GENOMICS INC- 1.08%
PACIFIC BIOSCIENCES OF CALIF PACB 1.01%
PACCAR INC 1.01 %
SYNOPSYS INC 0.95%
REGENERON PHARMACEUTICALS 0.92%
NOVARTIS AG- 0.86%
SERES THERAPEUTICS INC
HUYA INC-
CERUS CORP
SnapINC -
SPLUNK INC
TERADYNE INC
NANOSTRING TECHNOLOGIES INC
COMPUGEN LTD
PINTEREST INC
FATE THERAPEUTICS INC
MORGAN STANLEY
SYROS PHARMACEUTICALS INC
BEAM THERAPEUTICS INC
ORGANOVO HOLDINGS INC .03%