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Changes:APP +15.0%MRNA +8.4%CEG -14.4%ZETA -7.3%INOD -1.6%

$VETGROWTH removed ceg going long applovin super undervalued. will continue to hold a large position in mrna.

Changes:CEG +14.4%ZETA +2.3%MRNA +1.6%SOFI -15.0%INOD -3.4%

got rid of sofi for ceg alot more macro upside here than owning sofi with hawkish fed

Changes:INOD +25.0%ZETA -20.0%MRNA -5.0%

rearranging a little bit for leaderboards and adding a high value play in inod

Changes:ZETA +50.0%MRNA +35.0%SOFI +15.0%ALAB 0.0%INOD 0.0%

investing in more assymetrical bets with more upside that are lower in market cap