
Top holdings
#Stock% of portfolioThis quarter
1TSLATesla Inc7.5%Reduced -2%
2AMDAdvanced Micro Devices5.3%Reduced -48%
3SPCXSpace Exploration Techn5.0%New buy
4TEMTempus Ai Inc3.8%Added +4%
5HOODRobinhood Markets Inc3.4%Reduced -13%
6SHOPShopify Inc3.1%No change
7TWSTTwist Bioscience Corp3.0%Reduced -28%
8GOOGLAlphabet Inc2.7%Added +64%
9TXG10X Genomics Inc2.5%Reduced -15%
10AMZNAmazon.com Inc2.5%Added +17%
7 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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