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
#2 / 24
Rankings
#3

Performance

Growth of $1,000 · 6 months

$1,530.61+$530.61 (+53.06%)

S&P 500: 1,114.24

Portfolio performance over 6 months
DatePortfolioS&P 500
Feb 9, 2026$1,000.00Not available
Feb 9, 2026$1,000.00$1,000.00
Feb 10, 2026$1,001.34$997.36
Feb 11, 2026$986.61$995.64
Feb 12, 2026$954.60$987.91
Feb 13, 2026$908.43$986.90
Feb 17, 2026$917.02$984.00
Feb 18, 2026$912.29$988.96
Feb 19, 2026$904.43$986.35
Feb 20, 2026$922.58$993.01
Feb 23, 2026$879.38$983.34
Feb 24, 2026$917.22$990.74
Feb 25, 2026$939.72$998.89
Feb 26, 2026$947.06$993.30
Feb 27, 2026$918.60$988.53
Mar 2, 2026$926.74$989.09
Mar 3, 2026$922.22$980.37
Mar 4, 2026$969.75$987.29
Mar 5, 2026$976.59$981.79
Mar 6, 2026$952.80$968.92
Mar 9, 2026$970.26$977.40
Mar 10, 2026$956.88$975.83
Mar 11, 2026$963.69$974.61
Mar 12, 2026$937.68$959.81
Mar 13, 2026$940.02$954.38
Mar 16, 2026$940.43$964.09
Mar 17, 2026$944.15$966.63
Mar 18, 2026$933.85$953.14
Mar 19, 2026$923.84$950.79
Mar 20, 2026$936.25$934.61
Mar 23, 2026$939.35$944.42
Mar 24, 2026$923.14$941.25
Mar 25, 2026$924.77$946.49
Mar 26, 2026$917.93$929.59
Mar 27, 2026$885.48$913.74
Mar 30, 2026$877.85$910.69
Mar 31, 2026$895.41$937.16
Apr 1, 2026$929.51$944.22
Apr 2, 2026$923.34$943.03
Apr 6, 2026$956.68$949.54
Apr 7, 2026$946.82$949.95
Apr 8, 2026$988.39$973.10
Apr 9, 2026$968.80$979.77
Apr 10, 2026$958.43$979.12
Apr 13, 2026$1,001.55$988.69
Apr 14, 2026$1,025.89$1,000.73
Apr 15, 2026$1,067.95$1,008.63
Apr 16, 2026$1,103.06$1,010.20
Apr 17, 2026$1,141.71$1,026.26
Apr 20, 2026$1,157.50$1,021.28
Apr 21, 2026$1,152.34$1,022.26
Apr 22, 2026$1,172.58$1,021.04
Apr 23, 2026$1,151.35$1,022.38
Apr 24, 2026$1,203.27$1,027.20
Apr 27, 2026$1,209.58$1,030.58
Apr 28, 2026$1,178.11$1,025.11
Apr 29, 2026$1,179.34$1,023.09
Apr 30, 2026$1,208.06$1,025.83
May 1, 2026$1,260.62$1,039.24
May 4, 2026$1,258.40$1,034.67
May 5, 2026$1,262.85$1,042.09
May 6, 2026$1,328.11$1,054.20
May 7, 2026$1,334.98$1,058.30
May 8, 2026$1,333.27$1,061.45
Aug 10, 2026$1,530.61$1,114.24
PortfolioS&P 500
Time-weighted return
+53.06%
Modified Dietz return
+53.06%
Normalized wealth
1,530.61
Holdings
10

Holdings

InstrumentWeightQuantityValueUnrealized 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

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