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[@TimothyTarab](/creator/twitter/TimothyTarab)
"Updated Holdings: $NVMI XXX% $ETON XXX% $DCTH XXX% $TARS XXX% $CRMD XXX% $SEZL XXX% $CRDO XXX% $ALAB XXX% $NBIS XXX% $AMZN XXX% $ELF XXX% $RDDT XXX% $NVDA XXX% $MELI XXXX% $HIMS XXXX% $AXON XXXX% YTD: +20%"  
![@TimothyTarab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1343314018740666373.png) [@TimothyTarab](/creator/x/TimothyTarab) on [X](/post/tweet/1947162781154730138) 2025-07-21 05:12:38 UTC XXX followers, XXX engagements


"Changes: New positions: $NVMI $ETON $SEZL Exited positions: Sold all of $OSCR $LMND $ASML $GAMB $APP Adjustments: Trimmed $HIMS Added slightly to $DCTH Still holding $TARS $AXON $NVDA $RDDT $NBIS $AMZN $ALAB $CRMD. Just reshuffled the weights a bit here & there"  
![@TimothyTarab Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1343314018740666373.png) [@TimothyTarab](/creator/x/TimothyTarab) on [X](/post/tweet/1947163344688849235) 2025-07-21 05:14:52 UTC XXX followers, XXX engagements