Digesting the results of two core holdings.

Match; JFrog; Lemonade; Progyny; Apple; AMD; MercadoLibre; Cloudflare; Block; DraftKings; Fortinet; Portfolio

Duolingo; Upstart; Disney; Palantir; Datadog; Celsius; Axon; Twilio; Hims; PayPal; Uber; Amazon; Macro; Portfolio

PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio

Digesting the results of these two important technology companies.