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No. of Recommendations: 3
Would you mind sharing your holdings either on or off the board. I just find it interesting to see what others are investing in.

caps4GROWTH I am always happy to talk portfolios. I think portfolio management is the most important thing that I have learned at The Motley Fool. Good management skills can transform a mediocre stock picker (me) into a successful investor. So for what it is worth and without further ado, here is what mine looks like:

SHOP - 15.4%
AYX - 11.9%
MELI - 9.8%
Cash - 8.5%
DDOG - 7.6%
TTD - 7.5%
NFLX - 7.0%
PAYC - 6.1%
AMZN - 5.8%
CRWD - 4.9%
ZM - 4.3%
VEEV - 3.7%
OKTA - 3.0%
ROKU - 1.9%
GOOG - 1.0%
SQ - 0.7%

When I knew the virus was going to have a large impact on the economy I sold some companies that I liked, but that I thought might have flat or declining prices for a year or two. So I got rid of Mastercard, some Square, some TTD, and some Paycom. In their place I bought some “pandemic companies”, that is companies that I thought would do well regardless of whether the virus was as bad as I thought it might be, or that them might even be helped by it. These were additional shares of CRWD and OKTA and my first shares of ZM. More recently I added to DataDog after and excellent report. In this process I took cash from around 1% to what it is now. We are retired and might need the money.

Anyway, that’s us.

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