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 · 3 months

$1,210.34+$210.34 (+21.03%)

S&P 500: 1,046.31

Time-weighted return: +21.03%
Modified Dietz return: +21.03%
Normalized wealth: 1,210.34
Holdings: 10

Holdings

Instrument	Weight	Quantity	Value	Unrealized P&L
AMDAdvanced Micro Devices	+43.56%	132.02	$83,129.85	$68,129.59
AFRMAffirm Holdings, Inc. Class A Common Stock	+11.54%	308.05	$22,025.79	$4,020.09
MTCHMatch Group, Inc	+9.63%	450.25	$18,370.10	$3,367.85
COINCoinbase Global, Inc. Class A Common Stock	+9.21%	88.48	$17,575.65	$2,575.65
UUnity Software Inc.	+8.01%	371.93	$15,286.20	$5,285.08
TWLOTwilio Inc.	+6.55%	42.11	$12,495.68	$7,495.64
SNOWSnowflake Inc.	+4.82%	27.44	$9,202.72	$4,202.59
TOSTToast, Inc.	+4.10%	260.46	$7,821.74	-$2,177.48
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

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