$ASML (+6,23%) and $GOOG (+1,29%) accout to 57% of my portfolio right now, after last two months they have raised a lot.
$GOOG (+1,29%) (i am up 43,2%)
$ASML (+6,23%) (i am up 23,21%)
Note: Each month i buy aprox 333€ of each so my return on % dilutes