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One of the top mutual funds of the decade was busy during the second quarter, piling into shares of high flying e-commerce company Shopify, among others.
The technology-focused 52-stock fund has returned nearly 40% this year, thanks to leaders in mega-cap tech driving markets from the depths of the coronavirus market rout.
The fund's top 10 holdings account for nearly 40% of its net assets. So what has changed since the first quarter? Take a look at the fund's top holdings as of July 31.