I'm interested to see if there are any new top ten holdings...

I'm interested to see if there are any new top ten holdings at the end of June following this sell off and given they hold 9% cash.

I wouldn't be surprised to see something like Adobe, Nvidia or even Apple added after their drawdowns.

I think Flutter entertainment will find its way into the portfolio at some point too.

I'm just hoping that they don't just add to their defensive holdings, now is the time to add companies sold off the most.