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 · This week

$1,024.89+$24.89 (+2.49%)

S&P 500: 1,021.71

Time-weighted return: +2.49%
Modified Dietz return: +2.49%
Normalized wealth: 1,024.89
Holdings: 10

Holdings

Instrument	Weight	Quantity	Value	Unrealized P&L
AMDAdvanced Micro Devices	+37.96%	132.02	$62,846.10	$47,845.84
AFRMAffirm Holdings, Inc. Class A Common Stock	+14.04%	308.05	$23,245.68	$5,239.98
MTCHMatch Group, Inc	+9.97%	450.25	$16,515.08	$1,512.83
UUnity Software Inc.	+9.54%	371.93	$15,784.58	$5,783.46
COINCoinbase Global, Inc. Class A Common Stock	+7.98%	88.48	$13,208.28	-$1,791.72
TWLOTwilio Inc.	+6.43%	42.11	$10,638.93	$5,638.89
TOSTToast, Inc.	+5.58%	260.46	$9,236.06	-$763.16
SNOWSnowflake Inc.	+5.56%	27.44	$9,196.41	$4,196.28
SNAPSnap Inc.	+1.51%	467.73	$2,507.02	-$2,492.98
UDMYUdemy, Inc. Common Stock	+1.44%	515.46	$2,381.44	-$2,618.56

Version history

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