AAPL, ABNB, ANET, CRWD, ifast, INMD, ISRG, micromech, NVCR, plife, portfolio, review, rmg, SHOP, SMLR, TEAM, ums

2023 Q1 Report

April 2, 2023 — 0 Comments

clct, dbs, DOCU, FLGT, FVRR, hrnet, ifast, micromech, mint, NCNO, ocbc, plife, sats, sheng siong, SHOP, TEAM, TTD, UOB, valuetronics, ZS

2022 Performance Part 2 Individual Counters

December 23, 2022 — 0 Comments

FVRR, INMD, SHOP, SMLR, TEAM, UPST

For the future

May 13, 2022 — 1 Comment

action, CURI, mct, MELI, MSFT, NFLX, RBLX, SMLR, TEAM

Hello 2022. Early Opportunity

January 8, 2022 — 0 Comments

AAPL, aem, ANET, clct, CRWD, CURI, ETSY, fct, FLGT, hrnet, HUBS, ifast, ISRG, kdc, LMND, mct, MELI, micromech, mint, mlt, ocbc, PINS, plife, sgx, sheng siong, SHOP, TDOC, TEAM, TSCO, TTD, ums, venture, ZM, ZS

2021 Portfolio Review

December 30, 2021 — 0 Comments

ANET, APPN, clct, DOCN, fct, FLGT, HUBS, ifast, kdc, LMND, mct, NVCR, PINS, rmg, SHOP, TDOC, TEAM, TSCO, ums, UPST, venture, ZS

2021 9M Portfolio Report

October 1, 2021 — 0 Comments

action, areit, AYX, clct, CRM, CRWD, dbs, DOCU, NOW, OKTA, PAYC, plife, TDOC, TEAM, TTD, TWLO, ums, VEEV, venture, ZM

December 2020 Transactions

December 11, 2020 — 0 Comments

AAPL, action, ADBE, CRWD, fct, mct, MSFT, NFLX, NOW, SBUX, SHOP, TEAM, V, VEEV, ZM

November 2020 Transactions

November 5, 2020 — 3 Comments

action, ADBE, AYX, CRWD, ISRG, NFLX, NOW, PAYC, SaaS, TEAM, VEEV, ZM, ZUO

Sep’20 Transactions

September 10, 2020 — 0 Comments