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.

Performance

Growth of $1,000 · Today

$995.79-$4.21 (-0.42%)

S&P 500: 1,000.61

Portfolio performance over Today
DatePortfolioS&P 500
Aug 7, 2026$1,000.00$1,000.00
Aug 10, 2026$995.79$1,000.61
PortfolioS&P 500
Time-weighted return
-0.42%
Modified Dietz return
-0.42%
Normalized wealth
995.79
Holdings
10

Holdings

InstrumentWeightQuantityValueUnrealized P&L
AMDAdvanced Micro Devices+38.00%132.02$63,052.05$48,051.79
AFRMAffirm Holdings, Inc. Class A Common Stock+14.10%308.05$23,396.63$5,390.93
MTCHMatch Group, Inc+9.99%450.25$16,582.62$1,580.37
UUnity Software Inc.+9.47%371.93$15,713.92$5,712.80
COINCoinbase Global, Inc. Class A Common Stock+7.99%88.48$13,259.60-$1,740.40
TWLOTwilio Inc.+6.38%42.11$10,592.19$5,592.15
TOSTToast, Inc.+5.57%260.46$9,241.27-$757.95
SNOWSnowflake Inc.+5.55%27.44$9,213.42$4,213.29
SNAPSnap Inc.+1.51%467.73$2,516.37-$2,483.63
UDMYUdemy, Inc. Common Stock+1.43%515.46$2,381.44-$2,618.56

Version history

5 merged · 0 open
  1. Merged#99 Add COIN@marvin · Created Apr 3, 2025, 7:00 AM- Down ~50% from high - US crypto monopoly - Crypto as an asset class has been highly resilient and I expect it continues to do soVerification: Unverified
  2. Merged#68 Improve Affirm cost basis@marvin · Created Mar 7, 2025, 9:12 PM![Gif](https://media.tenor.com/Ys5Zulj--TQAAAAC/satox-buy-the-dip-satox.gif) Verification: Unverified
  3. Merged#47 chore: add gifs@marvin · Created Feb 23, 2025, 8:24 PMVerification: Verified
  4. Merged#42 Add some DD@marvin · Created Feb 23, 2025, 12:25 AM![Gif](https://media.tenor.com/lzhYl5uHtrgAAAAC/xeno-mining-xeno-dd.gif) Verification: Verified
  5. Merged#28 Initial change@marvin · Created Feb 20, 2025, 3:04 AMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified