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Investing style at a glance · Q2 2026
- Concentrated: 66 stocks, with 61.9% of the portfolio in the 10 largest.
- Biggest sector: Information Technology (49.1% of the portfolio).
- Turnover this quarter: moderate — 9 new positions and 5 sold out (9 added to, 21 trimmed).
- Largest position: TSM at 8.8% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q2 2026
- Information Technology49.1%
- Industrials23.7%
- Communication Services9.1%
- Consumer Discretionary6.3%
- Financials3.9%
- Real Estate2.8%
- Health Care2.5%
- Utilities2.4%
- Consumer Staples0.2%
- Unclassified0.0%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| Z | Zillow Group, Inc (Class C) | Industrials | 739.70K | $23.32M | 0.0% | Held | 0 | 0.0% | $0 |
| ABR | Arbor Realty Trust Inc | Real Estate | 4.20M | $22.75M | 0.0% | Held | 0 | 0.0% | $0 |
| PATH | UiPath, Inc (Class A) | Information Technology | 1.96M | $21.32M | 0.0% | Reduced | -308.2K | -13.6% | -$3.35M |
| MPT | Medical Properties Trust Inc | Real Estate | 4.53M | $20.91M | 0.0% | Held | 0 | 0.0% | $0 |
| RNG | RingCentral, Inc (Class A) | Information Technology | 411.35K | $16.03M | 0.0% | Held | 0 | 0.0% | $0 |
| PTON | Peloton Interactive, Inc (Class A) | Consumer Discretionary | 2.50M | $14.78M | 0.0% | Held | 0 | 0.0% | $0 |
| ZG | Zillow Group, Inc (Class A) | Industrials | 328.19K | $10.30M | 0.0% | Held | 0 | 0.0% | $0 |
| PLUG | Plug Power Inc | Industrials | 2.55M | $6.90M | 0.0% | Held | 0 | 0.0% | $0 |
| SFIX | Stitch Fix, Inc (Class A) | Consumer Discretionary | 735.37K | $3.02M | 0.0% | Held | 0 | 0.0% | $0 |
| — | Olaplex Holdings Inc | Unclassified | 1.26M | $2.59M | 0.0% | Held | 0 | 0.0% | $0 |
| LCID | Lucid Group, Inc | Consumer Discretionary | 295.39K | $1.98M | 0.0% | Held | 0 | 0.0% | $0 |
| CHPT | ChargePoint Holdings, Inc | Information Technology | 154.09K | $910.65K | 0.0% | Held | 0 | 0.0% | $0 |
| HTZWW | Hertz Global Holdings, Inc | Consumer Discretionary | 468.81K | $511.01K | 0.0% | Held | 0 | 0.0% | $0 |
| AMC | AMC Entertainment Holdings, Inc (Class A) | Communication Services | 228.14K | $433.46K | 0.0% | Held | 0 | 0.0% | $0 |
| HTZ | Hertz Global Holdings, Inc | Consumer Discretionary | 106.82K | $241.95K | 0.0% | Held | 0 | 0.0% | $0 |
| BYND | Beyond Meat, Inc | Consumer Staples | 299.88K | $224.91K | 0.0% | Reduced | -43.5K | -12.7% | -$32.63K |
Column filters
| Ticker | Company | Sector | Shares sold | Value last quarter ↓ |
|---|---|---|---|---|
| V | Visa Inc (Class A) | Financials | -718.8K | $217.24M |
| CHYM | Chime Financial, Inc (Class A) | Financials | -10.1M | $188.65M |
| SOLS | Solstice Advanced Materials Inc | Materials | -1.7M | $126.01M |
| CHRW | C. H. Robinson Worldwide, Inc | Industrials | -573.0K | $95.16M |
| IBIT | iShares Bitcoin Trust ETF | ETFs & Funds | -67.2K | $2.58M |
13F filings on record (5)
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