All other positions are the same except I let go of SOHU and added BIDU today.
Current holdings in order of size, SNAP, LVS, BIDU, ACIA, TWLO, APA, XOM, FCX. Still looking to add more energy names soon. I also want to sell down the IPO names, it is adding major risk to the portfolio.
SNAP sentiment super bearish. the MM's might jam this one up in the next month.
ACIA finally moving. Looking for exit tomorrow. Calls up 200% now. TWLO while still a decent setup is dragging.