This is a pretty broad question for my fellow investors of the Strawman brain trust,

I'm looking for some perspectives from others holding significant US growth positions, particularly in the current market environment. Our portfolio has a meaningful allocation to US hypergrowth names like Crowdstrike, which have been on quite a tear lately. The weakening AUD (now at 0.62) has further amplified these gains through the currency effect.

While these positions have performed well, I'm wrestling with the forward outlook given both market and currency dynamics. The AUD is trading near historical lows against the USD, which behoves the question - if it strengthens from here, our US holdings would need to significantly outperform just to maintain current gains in AUD terms.

Curious to hear from others in a similar position:

• Are you maintaining your US growth exposure at these levels?
• Considering rotating into ASX-listed names to reduce currency risk?
• Looking at different US sectors/stocks with potentially better risk/reward?
• Have any specific views on AUD/USD direction from here?

I recognise timing currency moves is notoriously difficult, but would value the community's thoughts on managing this dynamic in the current environment.

I'm tempted to sit put and to be honest that's probably what will happen. At the same time though I have a lot of respect for the contributors here and try and keep an open mind.

(I couldn't quite figure out how to create a non-company specific straw so ended up putting it under Betashares Nasdaq hedged ETF so please move it if appropriate)