Sorry for the delay. I started a new job so I've been busy. Should be back to regular updates now. Thanks for your patience.
At the end of March, the portfolio was up 39% Year to Date which is far better than anything I expected.
Since April began, I've sold STNE and MELI and bought:
Added to Zscaler (ZS), New position in Pager Duty (PD) which just came public today. Bought 300 shares at $36.97 a share. So it's about a 3% position and I intend to add another 3% or so over the next couple months.
That's all for now, I'll try to send an end of week email out with more details on the transactions above.