[#follow_the_insiders](/social/hashtag/follow_the_insiders) [#ALLE](/social/hashtag/ALLE) [#MDB](/social/hashtag/MDB) [#NFLX](/social/hashtag/NFLX) [#DDOG](/social/hashtag/DDOG) [#CPRT](/social/hashtag/CPRT) [#INTU](/social/hashtag/INTU) [#VTYX](/social/hashtag/VTYX)
Новые позиции:
ALLE 15.3%, цена $116.29
MDB -6.7%, цена $421.00
NFLX -6.7%, цена $436.16
DDOG -6.7%, цена $116.06
CPRT -6.7%, цена $88.20
INTU -6.7%, цена $511.05
VTYX -6.7%, цена $37.36
Закрытые позиции:
OKE 11.9%, цена $66.78
OXY 11.9%, цена $62.89
RCUS 11.9%, цена $19.57
BLNK -6.7%, цена $6.34
GMS -6.7%, цена $73.04
LLY -6.7%, цена $453.11
SNOW -6.7%, цена $179.86
VRT -6.7%, цена $25.81
WMT -6.7%, цена $159.70
Актуальная структура портфеля:ABOS 15.3%
ASAN 15.3%
RILY 15.3%
DELL -6.7%
CRM -6.7%
ABNB -6.7%
CACC -6.7%
TEAM -6.7%
MPWR -6.7%
MS -6.7%
CRWD -6.7%