Largest Holdings representing 75% of his portfolio are :
Amazon
Microsoft
Salesforce
Alibaba
It is interesting that for such a tech heavy portfolio he doesn’t own Apple or Facebook
h/t vegaseller
Largest Holdings representing 75% of his portfolio are :
Amazon
Microsoft
Salesforce
Alibaba
It is interesting that for such a tech heavy portfolio he doesn’t own Apple or Facebook
h/t vegaseller