Portfolio

Highlights of investments and long-term bets.

Investments

A list of investments that more than doubled within 36 months.

# of 100%+ return investments 0
Software 0
Hardware 0
Other 0
Electronic Arts logo

Electronic Arts, Inc.

First invested: 2012

Apple logo

Apple, Inc.

First invested: 2013

Wayfair logo

Wayfair, Inc.

First invested: 2014

Bitcoin logo

Bitcoin

First invested: 2015

Facebook logo

Facebook, Inc.

First invested: 2015

Litecoin logo

Litecoin

First invested: 2016

Yen logo

Yen (short)

First invested: 2016

Ethereum logo

Ethereum

First invested: 2016

Oil logo

Oil

First invested: 2017

Albertsons logo

Albertsons Companies, Inc.

First invested: 2020

Alphabet logo

Alphabet, Inc.

First invested: 2020

Amazon logo

Amazon.com, Inc.

First invested: 2020

Berkshire Hathaway logo

Berkshire Hathaway, Inc.

First invested: 2020

Cloudflare logo

Cloudflare, Inc.

First invested: 2020

Coinbase logo

Coinbase Global, Inc.

First invested: 2020

Crowdstrike logo

Crowdstrike Holdings, Inc.

First invested: 2020

Flir Systems logo

Flir Systems, Inc.

First invested: 2020

Goldman Sachs logo

Goldman Sachs Group, Inc.

First invested: 2020

Home Depot logo

Home Depot, Inc.

First invested: 2020

JPMorgan logo

JPMorgan Chase & Co

First invested: 2020

Microsoft logo

Microsoft Corp.

First invested: 2020

MongoDB logo

MongoDB, Inc.

First invested: 2020

Netflix logo

Netflix, Inc.

First invested: 2020

Shopify logo

Shopify, Inc.

First invested: 2020

Spotify logo

Spotify Technologies SA

First invested: 2020

Workday logo

Workday, Inc.

First invested: 2020

AMD logo

Advanced Micro Devices, Inc.

First invested: 2021

General Dynamics logo

General Dynamics Corp.

First invested: 2021

Marvell logo

Marvell Technology, Inc.

First invested: 2021

Nvidia logo

Nvidia Corp.

First invested: 2021

NXP Semiconductors logo

NXP Semiconductors NV

First invested: 2021

Solana logo

Solana

First invested: 2021

DraftKings logo

DraftKings, Inc.

First invested: 2022

TSMC logo

Taiwan Semiconductor Manufacturing Co.

First invested: 2022