Mega winners <= $20b in market cap
For me: $LMND $FSLY $ESTC
Maybe will add: $MGNI

Winners <= $100b
$CRWD $TDOC $TTD $PTON

Cornerstones > $100b
$ZM $SQ $NVDA $TSLA

Anchors > $1,000b
$AMZN $MSFT $GOOGL $AAPL

Portfolio construction matters twitter.com/brianferoldi/status/1378814429022851075