Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
META Meta Platforms Inc	9.8M	$6.5B	33.3%	—	$142.01	+368.94%	13 qtrs	Decreased 0
HOOD Robinhood Markets Inc	24.2M	$2.7B	14.1%	—	$11.67	+889.28%	13 qtrs	Unchanged 0
GOOGL Alphabet Inc	6.2M	$1.9B	10.0%	—	$98.37	+219.04%	13 qtrs	Unchanged 0
TSLA Tesla Inc	3.8M	$1.7B	8.7%	—	$182.48	+149.03%	13 qtrs	Unchanged 0
DASH DoorDash Inc	7.1M	$1.6B	8.3%	—	$62.08	+267.48%	13 qtrs	Unchanged 0
AMZN Amazon.com Inc	6.6M	$1.5B	7.8%	—	$100.48	+131.42%	13 qtrs	Unchanged 0
SHOP Shopify Inc	6.3M	$1B	5.2%	—	$34.71	+371.74%	13 qtrs	Unchanged 0
NFLX Netflix Inc	6.7M	$628.9M	3.2%	—	$87.35	+7.36%	13 qtrs	Increased 96
MSFT Microsoft Corp	1.1M	$508M	2.6%	—	$234.22	+108.13%	13 qtrs	Unchanged 0
JD JD.COM INC	11.7M	$335.6M	1.7%	—	$37.74	-23.94%	13 qtrs	Unchanged 0
SCHW Charles Schwab Corp/The	3.2M	$319.3M	1.6%	—	$54.97	+82.30%	11 qtrs	Unchanged 0
WDAY Workday Inc	1.4M	$292.9M	1.5%	—	$167.33	+29.64%	13 qtrs	Unchanged 0
DOCU Docusign Inc	2.9M	$199.9M	1.0%	—	$53.74	+28.54%	13 qtrs	Decreased 0
AAPL Apple Inc	248,975	$67.7M	0.3%	—	$127.88	+113.34%	13 qtrs	Unchanged 0
BABA ALIBABA GROUP HLDG LTD	269,858	$39.6M	0.2%	—	$83.66	+76.14%	13 qtrs	Unchanged 0
GOOG Alphabet Inc	90,740	$28.5M	0.1%	—	$88.07	+257.16%	13 qtrs	Unchanged 0
COIN Coinbase Global Inc	13,757	$3.1M	0.0%	—	$35.39	+554.42%	13 qtrs	Unchanged 0

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer