I slightly reduced some positions before the close, because these past weekends haven't been particularly stable, and big rises / big drops are common. The remaining stocks are mostly software stocks in the IGV sector, including $ORCL $ADBE , and some rocket dream stocks from late June and early July puts.

The first part of the consideration is that institutions might be hedging their positions in software stocks, and the second part is that today's Blue Origin rocket launch failure, just before the SPCX IPO, could to some extent dampen the market's overall optimism about the space sector.
Coincidentally, these rocket stocks also somewhat reflect market sentiment as shadow stocks, allowing for asymmetric hedging of other positions.
Off work now, always happy to spend the weekend!