$ASML (-1,73 %) and $GOOG (-0,12 %) accout to 57% of my portfolio right now, after last two months they have raised a lot.
$GOOG (-0,12 %) (i am up 43,2%)
$ASML (-1,73 %) (i am up 23,21%)
Note: Each month i buy aprox 333€ of each so my return on % dilutes