Cigar Butts

cigarette-butt@marvinPublic

Tech

Like picking up a discarded cigar for one last puff. This portfolio tracks tech mid caps that have been beaten up from their highs. ![Gif](https://media.tenor.com/eg4ly3ZQnDQAAAAC/htech-smoke.gif) NOTE: This does not reflect my personal holdings, that would be **_Younan-capital_**. This is just for tracking some interesting mid caps and comparing returns.

Technology: #3 / 24
Rankings: #4

Performance

Growth of $1,000 · Today

$1,011.90+$11.90 (+1.19%)

S&P 500: 998.27

PortfolioS&P 500

Time-weighted return: +1.19%
Modified Dietz return: +1.19%
Normalized wealth: 1,011.9
Holdings: 10

Holdings

Instrument	Weight	Quantity	Value	Unrealized P&L
AMDAdvanced Micro Devices	+43.54%	132.02	$83,074.40	$68,074.14
AFRMAffirm Holdings, Inc. Class A Common Stock	+11.54%	308.05	$22,010.39	$4,004.69
MTCHMatch Group, Inc	+9.63%	450.25	$18,370.10	$3,367.85
COINCoinbase Global, Inc. Class A Common Stock	+9.21%	88.48	$17,565.03	$2,565.03
UUnity Software Inc.	+8.01%	371.93	$15,275.04	$5,273.92
TWLOTwilio Inc.	+6.60%	42.11	$12,598.44	$7,598.39
SNOWSnowflake Inc.	+4.80%	27.44	$9,167.06	$4,166.92
TOSTToast, Inc.	+4.10%	260.46	$7,816.53	-$2,182.69
SNAPSnap Inc.	+1.33%	467.73	$2,530.40	-$2,469.60
UDMYUdemy, Inc. Common Stock	+1.25%	515.46	$2,381.44	-$2,618.56

Version history

5 merged · 0 open