My portfolio allocation

Here is my allocation as of today:
AYX 19.88%
TWLO 15.54%
TTD 13.40%
ZS 11.94%
ANET 11.42%
OKTA 11.50%
ESTC 8.07%
MDB 5.20%

The rest are a few smaller portions (among which are FB and AMZN from previous years), which I will eliminate in the future.

I took advantage to add to AYX in the last two weeks when the price went down to ~ $65.0. I like to bring TTD and ZS to >15% of my portfolio.