Collection by @goop

Mid businesses @ Mad prices

2 portfolios rolled up

Verified since Jun 17, 2026

P&L

-0.67%

Dollar amounts hidden by owner

Positions

50 holdings

Dollar amounts hidden by owner

Returns

Verified since Jun 17

+1.17%

no cherry-picking

Verified CAGR

—

Need 30 days · 3 so far

Day

+0.06%

MTD

—

Started this month

YTD

—

Started this year

Holdings (aggregated)

DDI-1.8%
BMBL-3.9%
GAMB-0.6%
LNSR-9.2%
AMD+2.7%
GGR-1.2%
NNDM-0.5%
000921+5.2%
MAPS-0.2%
KSPI-3.2%
GSL-0.4%
SIRI-0.6%
TAL.TO+33.3%
RKLB-1.9%
CROX-1.5%
TSM+4.9%
FTLF+6.2%
ANF-1.7%
LULU-3.7%
RMAX-0.3%
RILY-2.7%
BCHT+9.3%
8053.T+90.4%
RILYZ
All50Stocks50Options0Shorts0Crypto0

Stocks & ETFs50

Symbol% of portfolio↕Today↕Total↕
DDIDoubleDown Interactive Co., Ltd. Sponsored ADR23.2%+0.00%
-2.54%
BMBLBumble Inc.14.6%+0.00%
-3.90%
GAMBGambling.com Group Ltd.13.3%+0.00%
-0.63%
LNSRLensar Inc.8.1%+0.00%
-9.18%
AMDAdvanced Micro Devices5.5%+0.00%
+2.68%
GGRGogoro Inc.4.3%+0.00%
-1.23%
NNDMNano Dimension Ltd.2.8%+0.00%
-0.49%
000921Hisense Home Appliances Group Co., Ltd.2.7%—
-4.84%
MAPSWM Technology, Inc.2.7%+0.00%
-0.16%
KSPIJSC Kaspi.kz American Depositary Receipt2.3%+0.00%
-3.24%
GSLGlobal Ship Lease Inc.2.1%+0.00%
-0.45%
SIRISirius XM Holdings Inc.2.0%+0.00%
-0.64%
TAL.TOPetrotal Corporation1.9%—
+0.00%
RKLBRocket Lab Corporation Common Stock1.3%+0.00%
-1.94%
CROXCrocs, Inc.1.2%+0.00%
-1.49%
TSMTaiwan Semiconductor Manufacturing Company Ltd.1.1%+0.00%
+4.95%
FTLFFitLife Brands, Inc.1.0%+0.00%
+6.22%
ANFAbercrombie & Fitch Co.0.9%+0.00%
-1.67%
LULUlululemon athletica inc.0.9%+0.00%
-3.69%
RMAXRE/MAX HOLDINGS, INC.0.8%+0.00%
-0.31%
RILYBRC Group Holdings, Inc.0.8%+0.00%
-2.70%
BCHTBirchtech Corp.0.7%+0.00%
+9.35%
8053.TSumitomo Corporation0.7%—
-1.44%
8002.TMarubeni Corporation0.5%—
-0.53%
9022.TCentral Japan Railway Company0.3%—
-2.83%
RILYZBRC Group Holdings, Inc. 5.25% Senior Notes due 20280.3%+0.00%
+0.03%
2357.TWAsustek Computer Inc.0.2%—
-0.25%
9939.HKKintor Pharmaceutical Limited0.2%—
-4.26%
6533.TWAndes Technology Corporation0.1%—
+0.00%
AUTO.OLAutoStore Holdings Ltd0.1%—
+4.70%
4938.TWPegatron Corp.0.1%—
-0.12%
ONT.LOxford Nanopore Technologies plc0.1%—
-3.54%
2385.TWChicony Electronics Co., Ltd.0.1%—
-2.15%
PTAL.LPetrotal Corporation0.1%—
-11.67%
TRN.LTrainline plc0.0%—
-1.63%
ADYEN.ASAdyen N.V.0.0%—
+1.52%
RSXVanEck Vectors Russia ETF0.0%—
+1720.12%
SUNB.LSunbelt Rentals Holdings, Inc.0.0%—
+0.61%
FLEXFlex Ltd.0.0%+0.00%
+0.46%
6657.TWEnergenesis Biomedical Co., Ltd.0.0%—
+1.67%
ULVR.LUnilever PLC0.0%—
+0.16%
NESN.SENestlé S.A.0.0%—
-0.78%
RSXJVanEck ETF Trust - VanEck Russia Small-Cap ETF0.0%—
+2842.97%
LITGLOBAL X LITHIUM & BATTERY T0.0%+0.00%
-1.73%
GRWGGrowGeneration Corp.0.0%+0.00%
+3.25%
AESAES Corporation0.0%+0.00%
-0.14%
LKNCYLuckin Coffee Inc - ADR0.0%+0.00%
-1.93%
GEOThe Geo Group, Inc.0.0%+0.00%
+2.27%
SNDLSundial Growers Inc.0.0%+0.00%
-0.70%
BILLBill Holdings Inc.0.0%+0.00%
-3.59%

Performance

vs
Loading chart…
Range-6.38%

Composition

Asset class
Stocks97%
Cash2.6%
Geography
US62%
ADR (US-listed foreign)30%
Unknown7.5%
Market cap
Small ($300M–$2B)42%
Micro (<$300M)32%
Unknown11%
Mega ($200B+)6.8%
Large ($10B–$200B)4.6%
Mid ($2B–$10B)4.3%
Sector
Unknown58%
Technology21%
Healthcare8.3%
Other6.3%
Communication services2.0%
Consumer discretionary1.9%
Financials1.2%
Materials1.1%
Real estate0.9%

Stats

Best day

+1.22%

Jun 20, 2026

Worst day

-7.46%

Jun 21, 2026

Diversification
8.7
eff. positions · Moderately concentrated

Member portfolios