TWLO reported last night and had blowout earnings, stock was up about 20% at last glance in pre, was up 24% in ah last night. Another one to monitor. It is #8 in her top 10 at 4.4% of the fund. ARKK will be ok if the S&P continues to perform. Otherwise, she's in trouble if the general market turns south again. I've traded it and have a limited position currently, about 2.5% of our net worth. 

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