AA Capital’s top 5 holdings - June 2020:
1 - Fastly $FSLY
2 - Livongo $LVGO
3 - CrowdStrike $CRWD
4 - DataDog $DDOG
5 - Gold $GLD
Write ups to follow! Super bullish $FSLY
Remember AA capital’s mantra: Invest in the best, Dollar cost average and do nothing unless the thesis changes!
