How my capital is allocated across public markets right now.
Portfolio
holdings
- GOOGLAlphabet26.33%
- METAMeta17.73%
- AMZNAmazon17.17%
- SHOPShopify8.29%
- UBERUber6.29%
- AVGOBroadcom6.08%
- NFLXNetflix5.24%
- SPOTSpotify4.28%
- CRCLCircle2.93%
- TSMTSMC2.03%
- HOODRobinhood1.33%
- RVIRobinhood Ventures0.86%
- DISKTema Memory0.73%
- DRAMRoundhill Memory0.71%
As of 16 October 2026 · Not investment advice.