CapitalA’s top 5 holdings - June 2020

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!