I’ve posted my Sept 3, 2021 portfolio update on my website/blog:
https://gauchorico.com/2021-09-03-portfolio-update/
My previous 4 posts (just prior to this one) contain the content for my take on SNOW, ZM, CRWD, and DOCU earnings.
I occasionally use my Twitter account to provide allocation updates (that I don’t post here or on my website) so if you are interested, you can find those on Twitter at @gauchorico
GR