Investments
Our Portfolio
A live view of our holdings, performance and recent activity.
Portfolio overview
Performance to 17 Sep 2026 ·
positions 25 Sep 2026
YTD return
+5.1%
S&P 500 TR +12.5%
Since 2019
+1,339%
+42.2% a year
Portfolio (TWR)VT — worldS&P 500 TRindexed to 100 · log scale · monthly
Cash · margin used
−4.2%
Gross exposure
104.2%
Positions
40
Max drawdown
−56.8%
Top holdings
| # | Ticker | Company | Weight | P&L |
|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-Cl C | 11.6% | +0.5% |
| 2 | JET2l | Jet2 Plc | 11.2% | +13.9% |
| 3 | AMZN | Amazon.Com Inc | 9.9% | +15.0% |
| 4 | PSH | Pershing Square Holdings Ltd | 8.4% | −15.8% |
| 5 | IBIT | Ishares Bitcoin Trust Etf | 8.0% | −17.6% |
| 6 | MSFT | Microsoft Corp | 6.5% | +25.0% |
| 7 | META | Meta Platforms Inc-Class A | 5.6% | +18.0% |
| 8 | WSX | Warsaw Stock Exchange | 5.5% | +19.2% |
| 9 | KHC | Kraft Heinz Co/The | 4.5% | +3.3% |
| 10 | BZH | Beazer Homes Usa Inc | 2.4% | +48.4% |
By period
| Period | Portfolio | S&P 500 | Excess |
|---|---|---|---|
| MTD | −2.6% | −0.5% | −2.1pp |
| QTD | +9.3% | +2.1% | +7.2pp |
| YTD | +5.1% | +12.5% | −7.4pp |
| 1Y | +11.9% | +19.7% | −7.8pp |
| 5Y | +44.1% | +12.5% | +31.6pp |
| 10Y | — | — | — |
| Since Inception | +42.2% | +16.1% | +26.1pp |
By year
| Year | Portfolio | S&P 500 |
|---|---|---|
| 2019* | +10.5% | +18.4% |
| 2020 | +32.1% | +18.4% |
| 2021 | +156.9% | +28.7% |
| 2022 | +65.1% | −18.1% |
| 2023 | +62.6% | +26.3% |
| 2024 | +10.0% | +25.0% |
| 2025 | +23.5% | +17.9% |
| 2026* | +5.1% | +12.5% |
* partial year. Returns are time-weighted, computed by Interactive Brokers.
All holdings
| Ticker | Company | Cluster | Weight | P&L |
|---|---|---|---|---|
| GOOG | Alphabet Inc-Cl C | Telecomm | 11.6% | +0.5% |
| JET2l | Jet2 Plc | Industrials | 11.2% | +13.9% |
| AMZN | Amazon.Com Inc | Consumer Cyclicals | 9.9% | +15.0% |
| PSH | Pershing Square Holdings Ltd | Broad | 8.4% | −15.8% |
| IBIT | Ishares Bitcoin Trust Etf | Broad | 8.0% | −17.6% |
| MSFT | Microsoft Corp | Technology | 6.5% | +25.0% |
| META | Meta Platforms Inc-Class A | Telecomm | 5.6% | +18.0% |
| WSX | Warsaw Stock Exchange | Financials | 5.5% | +19.2% |
| KHC | Kraft Heinz Co/The | Consumer Non-Cyc | 4.5% | +3.3% |
| BZH | Beazer Homes Usa Inc | Consumer Cyclicals | 2.4% | +48.4% |
| LGIH | Lgi Homes Inc | Consumer Cyclicals | 1.9% | +14.7% |
| CRSTl | Crest Nicholson Holdings | Consumer Cyclicals | 1.4% | −29.3% |
| SPCX | Space Exploration Techn-Cl A | Technology | 1.4% | +34.8% |
| PYPL | Paypal Holdings Inc | Financials | 1.3% | +35.5% |
| BAYN | Bayer Ag-Reg | Healthcare | 1.2% | +25.0% |
| 011760.KS | Hyundai Corp | Industrials | 1.0% | +12.1% |
| IONQ | Ionq Inc | Technology | 1.0% | +17.8% |
| CRSP | Crispr Therapeutics Ag | Healthcare | 1.0% | +23.6% |
| TMDX | Transmedics Group Inc | Healthcare | 0.9% | +13.6% |
| ADBE | Adobe Inc | Technology | 0.9% | −6.4% |
| DAVE | Dave Inc | Technology | 0.9% | −3.8% |
| INS | Instone Real Estate Group Se | Real Estate | 0.9% | −11.8% |
| HOOD | Robinhood Markets Inc - A | Technology | 0.9% | +54.4% |
| KSPI | Jsc Kaspi.Kz Adr | Technology | 0.9% | +7.0% |
| RDDT | Reddit Inc-Cl A | Technology | 0.9% | +17.8% |
| HSAI | Hesai Group | Technology | 0.8% | −0.3% |
| CELH | Celsius Holdings Inc | Consumer Non-Cyc | 0.8% | −3.4% |
| VTYl | Vistry Group Plc | Consumer Cyclicals | 0.7% | −18.7% |
| 9880 | Ubtech Robotics Corp Ltd-H | Technology | 0.7% | −46.2% |
| PONY | Pony Ai Inc | Technology | 0.7% | −41.4% |
| UBER | Uber Technologies Inc | Technology | 0.7% | −22.6% |
| PL | Planet Labs Pbc | Industrials | 0.7% | −17.2% |
| BABA | Alibaba Group Holding-Sp Adr | Technology | 0.6% | −36.4% |
| RKLB | Rocket Lab Corp | Industrials | 0.6% | −26.5% |
| HIMS | Hims & Hers Health Inc | Healthcare | 0.6% | −36.7% |
| NFLX | Netflix Inc | Telecomm | 0.5% | −33.2% |
| PINS | Pinterest Inc- Class A | Technology | 0.4% | −47.5% |
| 1810 | Xiaomi Corp-Class B | Technology | 0.4% | −46.2% |
| GEMI | Gemini Space Station Inc-A | Technology | 0.4% | −56.7% |
| FWDI | Forward Industries Inc | Financials | 0.2% | −79.5% |