Mid Businesses @ Mad Prices

Portfolio by @liam

Fishing in shallow water where the whales can't swim - US / Asia Small caps, great business at fair prices is for centi-millionaires - we run the young buffet playbook.

4 portfolios rolled up

Verified since Jun 22, 2026

Since Jun 22 · verified

-8.11%

1D

-7.55%

1M

—

YTD

—

Holdings

48 · 120 minor <0.5%

Top-3

44% · of portfolio

Beta?

1.13 · vs S&P

Avg mkt cap

$101B · Large cap

Turnover

0% · sells, 12-mo

Diversification

Moderate

DDI+20.9%
BMBL+0.6%
GAMB-56.8%
LNSR-44.1%
AMD+547.9%
GGR+2.5%
NNDM-1.1%
000921+8.9%
MAPS-29.2%
KSPI+15.9%
GSL+6.6%
AVUV+26.8%
SIRI+28.4%
TAL.TO+21.3%
901ESC012+0.0%
CROX+66.3%
RKLB+1099.1%
TSM+278.1%
FTLF-26.8%
ANF-6.3%
VWO+32.6%
LULU-34.4%
AVDV+23.1%
RMAX+20.1%
Options-74.5%
WU-9.8%
VEON+7.2%
RILY+2.8%
NOMD+7.8%
BCHT-45.0%
PHYS+52.6%
PL
UNH+42.7%
PDD-33.4%
AVES+9.0%
FLCH-15.3%

Holdings (aggregated)

All168Stocks151Options16Shorts1Crypto1
›Stocks & ETFs151Hide cryptoHide 120 <0.5%
SymbolInvested %↕Now %↕Today↕Total↕
DDIDoubleDown Interactive Co., Ltd. Sponsored ADR19.0%19.5%-1.09%
-0.24%
BMBLBumble Inc.13.9%14.3%+0.19%
+0.20%
GAMBGambling.com Group Ltd.11.0%11.3%-0.41%
+0.03%
LNSRLensar Inc.7.0%7.2%-1.94%
+0.10%
AMDAdvanced Micro Devices, Inc.4.8%4.9%-0.24%
+0.00%
GGRGogoro Inc.3.8%3.9%-1.23%
+0.00%
NNDMNano Dimension Ltd.2.6%2.7%+1.84%
+0.32%
000921Hisense Home Appliances Group Co., Ltd.2.5%2.6%—
-1.45%
MAPSWM Technology, Inc.2.4%2.4%+0.36%
-2.98%
KSPIJSC Kaspi.kz American Depositary Receipt2.2%2.3%-0.68%
-0.05%
GSLGlobal Ship Lease Inc.1.9%2.0%-0.09%
+0.02%
AVUVAvantis U.S. Small Cap Value ETF1.9%2.0%+0.13%
-0.00%
SIRISirius XM Holdings Inc.1.8%1.8%-1.12%
+0.14%
TAL.TOPetrotal Corporation1.7%1.5%—
-9.00%
901ESC012CHROME HOLDING CO ESCROW1.3%1.4%—
+3.51%
CROXCrocs, Inc.1.1%1.1%+0.58%
-0.08%
RKLBRocket Lab Corporation0.9%0.9%-7.40%
+0.00%
TSMTaiwan Semiconductor Manufacturing Co. Ltd. ADR0.9%0.9%-1.06%
+0.00%
FTLFFitLife Brands, Inc.0.9%0.9%-1.12%
+0.04%
ANFAbercrombie & Fitch Co.0.9%0.9%-0.46%
-0.31%
VWOVanguard FTSE Emerging Markets ETF0.8%0.9%-0.41%
+0.00%
LULUlululemon athletica inc.0.8%0.8%+0.22%
-0.09%
AVDVAvantis International Small Cap Value ETF0.8%0.8%+0.18%
+0.00%
RMAXRe/Max Holdings Inc.0.7%0.8%+0.10%
+0.00%
WUWestern Union Co.0.7%0.7%+0.05%
+0.07%
VEONVeon Ltd.0.6%0.6%+0.37%
+0.37%
RILYBRC Group Holdings, Inc.0.6%0.6%-2.53%
+0.05%
NOMDNomad Foods Ltd.0.5%0.6%+1.73%
+0.63%
BCHTBirchtech Corp.0.5%0.5%-1.25%
-1.25%
PHYSSprott Physical Gold Trust - Unit0.5%0.5%+0.89%
+0.00%
8002.TMarubeni Corporation0.5%0.5%—
-4.23%
PLPLANET LABS PBC0.4%0.4%-5.35%
+0.00%
UNHUnitedHealth Group Incorporated0.4%0.4%+0.32%
+0.00%
PDDPDD Holdings Inc. American Depositary Shares0.4%0.4%-1.70%
-0.18%
AVESAvantis Emerging Markets Value ETF0.4%0.4%-0.29%
+0.00%
FLCHFranklin FTSE China ETF0.4%0.4%-0.13%
+0.02%
9022.TCentral Japan Railway Company0.3%0.3%—
+4.00%
BRKBBerkshire Hathaway Inc. - Class B0.3%0.3%—
+0.00%
PTALFPetroTal Corp0.3%0.3%+2.18%
+0.00%
UBERUber Technologies, Inc.0.3%0.3%+0.26%
+0.00%
RILYZB. Riley Financial Inc. Preferred Stock 5.25% 08/31/280.3%0.3%-1.07%
+0.00%
AAG.DEAumann AG0.3%0.3%—
+0.00%
PYPLPayPal Holdings Inc0.3%0.3%-0.82%
-0.05%
METAMeta Platforms Inc Class A0.3%0.3%+0.78%
+2.57%
AMZNAmazon.com, Inc.0.2%0.2%-0.65%
+0.00%
AVUSAvantis U.S. Equity ETF0.2%0.2%-0.56%
+0.00%
ADBEAdobe Inc.0.2%0.2%-1.90%
-0.00%
2357.TWAsustek Computer Inc.0.2%0.2%—
-5.44%
MSFTMicrosoft Corp.0.2%0.2%-1.20%
+0.00%
AVGOBroadcom Inc.0.2%0.2%-2.30%
+0.00%
9939.HKKintor Pharmaceutical Limited0.2%0.2%—
-14.04%
SCHDSchwab U.S. Dividend Equity ETF0.1%0.1%-0.47%
+0.00%
8053.TSumitomo Corporation0.6%0.1%—
-76.53%
NKENike, Inc. - Class B0.1%0.1%-0.56%
+0.39%
DDLDingdong Cayman Limited - Sponsored ADR0.1%0.1%+0.00%
+0.00%
NFLXNetflix, Inc.0.1%0.1%-0.04%
+1.05%
VTIVANGUARD TOTAL STOCK MKT ETF0.1%0.1%-0.16%
+0.67%
GRABGrab Holdings Limited0.1%0.1%-1.11%
+0.00%
6533.TWAndes Technology Corporation0.1%0.1%—
+0.50%
SFTBYSoftBank Group Corp. - ADR0.1%0.1%+7.47%
+0.00%
USBU.S. Bancorp0.1%0.1%+0.13%
-0.00%
MOHMolina Healthcare Inc.0.1%0.1%+0.14%
-0.38%
TXG10x Genomics Inc.0.1%0.1%-1.24%
+0.00%
AUTO.OLAutoStore Holdings Ltd0.1%0.1%—
+0.08%
CALMCal-Maine Foods Inc.0.1%0.1%+1.03%
+0.00%
QCOMQUALCOMM Incorporated0.1%0.1%-1.89%
+0.00%
ASTSAST SpaceMobile, Inc.0.1%0.1%-6.15%
+0.00%
OCCOptical Cable Corporation0.1%0.1%-6.28%
+0.00%
4938.TWPegatron Corp.0.1%0.1%—
+3.61%
POOLPool Corporation0.1%0.1%+0.00%
+0.00%
PATHUipath Inc.0.1%0.1%-2.95%
-0.00%
ONT.LOxford Nanopore Technologies plc0.1%0.1%—
+2.10%
AXPAmerican Express Company0.1%0.1%-0.42%
+0.00%
PTAL.LPetrotal Corporation0.1%0.1%—
-15.83%
2385.TWChicony Electronics Co., Ltd.0.1%0.1%—
-9.01%
DLODLocal Limited0.0%0.0%+1.04%
+0.00%
IOTSamsara Inc. Class A Common Stock0.0%0.0%-2.69%
+0.00%
COINCoinbase Global, Inc.0.0%0.0%-1.17%
+0.00%
JDJD.com Inc.0.0%0.0%-0.65%
-0.07%
TRN.LTrainline plc0.0%0.0%—
-3.17%
BPTRXBaron Partners Fund Retail0.0%0.0%—
-0.00%
SMINiShares MSCI India Small-Cap ETF0.0%0.0%+0.85%
+0.00%
SIGSignet Jewelers Ltd.0.0%0.0%+2.09%
+0.24%
RSXVanEck Vectors Russia ETF0.0%0.0%—
+1720.12%
ADYEN.ASAdyen N.V.0.0%0.0%—
-7.68%
AMPAmeriprise Financial, Inc.0.0%0.0%-0.37%
+0.00%
ADPAutomatic Data Processing Inc.0.0%0.0%-1.32%
+0.00%
OMCOmnicom Group Inc.0.0%0.0%-1.22%
+0.68%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF0.0%0.0%-0.16%
+0.00%
HPQHP Inc.0.0%0.0%-0.31%
+0.00%
MKLMarkel Group Inc.0.0%0.0%-0.26%
+0.00%
CVXChevron Corporation0.0%0.0%-0.18%
+0.00%
HIMSHims & Hers Health, Inc.0.0%0.0%-0.99%
+0.00%
SDGRSchrödinger, Inc.0.0%0.0%-1.00%
+0.00%
OPTUAltice USA Inc.0.0%0.0%-5.62%
-3.92%
CPRXCatalyst Pharmaceuticals Inc.0.0%0.0%+0.10%
+0.00%
FLEXFlex Ltd.0.0%0.0%+6.40%
+6.16%
CIGCompanhia Energética de Minas Gerais S.A. ADR0.0%0.0%-1.16%
-0.93%
SUNB.LSunbelt Rentals Holdings, Inc.0.0%0.0%—
-11.26%
ABNBAirbnb, Inc.0.0%0.0%-0.40%
+0.00%
NVONovo Nordisk A/S Sponsored ADR0.0%0.0%+0.73%
+0.00%
SVNDYSeven & I Holdings Co., Ltd. - ADR0.0%0.0%-1.87%
+0.00%
OKTAOkta Inc.0.0%0.0%-1.94%
+0.00%
AFLAflac Inc.0.0%0.0%+0.21%
+0.00%
GGROWGogoro Inc.0.0%0.0%+20.99%
+0.00%
6657.TWEnergenesis Biomedical Co., Ltd.0.0%0.0%—
-0.14%
TROWT. Rowe Price Group, Inc.0.0%0.0%+0.15%
+0.00%
FDRXXFidelity Phillips Street Trust - Fidelity Government Cash Reserves0.0%0.0%—
+0.00%
ULVR.LUnilever PLC0.0%0.0%—
+4.16%
NESN.SENestlé S.A.0.0%0.0%—
+4.94%
RSXJVanEck ETF Trust - VanEck Russia Small-Cap ETF0.0%0.0%—
+2842.97%
NEENextEra Energy, Inc.0.0%0.0%-0.49%
+0.00%
DIDIYDiDi Global Inc - ADR0.0%0.0%+1.19%
+0.00%
SFMSprouts Farmers Market, Inc.0.0%0.0%-2.42%
-1.23%
LITGLOBAL X LITHIUM & BATTERY T0.0%0.0%+0.34%
-7.66%
VBILVanguard 3-Month Treasury Bill ETF0.0%0.0%-0.01%
+0.00%
ADMArcher-Daniels-Midland Co0.0%0.0%-0.39%
+0.00%
VGUSVanguard Ultra Short-Term Treasury Fund0.0%0.0%+0.01%
-0.00%
ORealty Income Corporation0.0%0.0%+0.51%
+0.00%
PHParker-Hannifin Corporation0.0%0.0%+0.54%
+0.00%
NNNNNN REIT, Inc.0.0%0.0%+0.61%
+0.00%
DOCUDocuSign Inc.0.0%0.0%-1.57%
+0.00%
DFTXDefinium Therapeutics, Inc.0.0%0.0%+1.56%
+0.00%
AESAES Corporation0.0%0.0%-0.10%
-0.03%
GRWGGrowGeneration Corp.0.0%0.0%+5.07%
-5.84%
BILLBill Holdings Inc.0.0%0.0%-1.33%
+1.03%
CNQCanadian Natural Resources Limited0.0%0.0%-0.45%
+0.00%
TSLATesla, Inc.0.0%0.0%-0.54%
+0.00%
BEAMBeam Therapeutics Inc.0.0%0.0%-0.56%
+0.00%
LUKOYPJSC Lukoil - ADR0.0%0.0%—
+0.00%
SMCISuper Micro Computer Inc0.0%0.0%-1.19%
+0.00%
GEOThe Geo Group, Inc.0.0%0.0%-3.38%
+2.93%
LKNCYLuckin Coffee Inc - ADR0.0%0.0%-2.77%
-8.74%
UUnity Software Inc.0.0%0.0%-1.77%
+0.00%
WBDWarner Bros. Discovery, Inc.0.0%0.0%+0.54%
+0.95%
BOXBox Inc.0.0%0.0%-1.16%
+0.00%
SCHOSchwab Short-Term U.S. Treasury ETF0.0%0.0%-0.04%
-0.00%
YELPYelp Inc.0.0%0.0%+0.50%
+1.17%
EDVVanguard Extended Duration Treasury ETF0.0%0.0%+0.16%
+0.31%
RILYTB. Riley Financial Inc. 6% Preferred Stock Due 20280.0%0.0%-0.34%
+0.49%
SNDLSundial Growers Inc.0.0%0.0%-1.08%
-3.85%
INMDInMode Ltd.0.0%0.0%+0.55%
+0.00%
RILYLB. Riley Financial Inc. 7.375% Preferred Stock0.0%0.0%+0.31%
+0.93%
IMXIInternational Money Express Inc.0.0%0.0%+0.14%
+0.00%
GDEVGDEV Inc.0.0%0.0%+0.00%
+1.17%
PSKYParamount Skydance Corporation Class B Common Stock0.0%0.0%-0.76%
+1.09%
QTRXQuanterix Corporation0.0%0.0%+0.00%
+0.00%
GRALGrail, Inc.0.0%0.0%+2.84%
+2.70%
MNKDMannKind Corporation0.0%0.0%+0.98%
+0.00%
STX0.0%0.0%+2.56%
-99.98%
UNXLQUni-Pixel Inc0.0%0.0%—
-100.00%
›Options16
ContractDTE% of portfolioTodayTotal
GAMBCALL$7.50 strike · exp Aug 2153d0.16%+0.00%
-1.94%
GAMBCALL$2.50 strike · exp Nov 20144d0.10%-30.20%
-35.48%
GAMBCALL$5 strike · exp Aug 2153d0.09%+0.00%
-50.00%
GAMBCALL$5 strike · exp Nov 20144d0.02%-50.00%
-50.00%
GAMBCALL$2.50 strike · exp Aug 2153d0.01%+0.00%
-84.13%
BMBLCALL$4 strike · exp Jul 1718d0.05%+20.00%
+33.33%
BMBLCALL$6 strike · exp Oct 16109d0.05%+0.00%
+0.00%
BMBLCALL$4.50 strike · exp Jan 15200d0.05%+36.36%
+5.26%
BMBLCALL$5.50 strike · exp Jan 15200d0.03%+0.00%
-45.12%
BMBLCALL$7 strike · exp Oct 16109d0.03%+0.00%
+9.09%
XSPPUT$420 strike · exp Dec 18172d0.06%+0.00%
+19.25%
XSPPUT$430 strike · exp Dec 18172d0.06%+0.00%
+3.13%
XSPPUT$400 strike · exp Dec 18172d0.04%+0.00%
+0.00%
XSPPUT$400 strike · exp Jul 1718d0.00%+0.00%
+0.00%
LNSRCALL$7.50 strike · exp Jul 1718d0.01%+0.00%
+0.00%
NNDMCALL$2 strike · exp Aug 2153d0.01%+0.00%
-33.33%
›Short positions1
SymbolBorrowMargin used% of portfolioTodayTotal
DXYZSHORTDestiny Tech100 Inc.
1.50%
0.0%0.0%-1.31%
-0.43%

Return attribution · YTD

What drove your return this window — Jan 1 – today. Realized closes + open positions, each weighted by what you actually held during the window.

Top contributors

Top detractors

Portfolio History

Synced

  • Opened MOH · Molina Healthcare Inc.

    Jun 28, 2026, 7:09 PM

    0.5% of portfolio
    Liam
    LiamAuthor12h

    Healthcare sector took a beating at the end of last year, MOH has since recovered and is at a 3 year valuation high of price \ NTM EBIT. I will exit Monday. UNH is still south of fair value but it's high on my list to trim.

  • Opened PDD · PDD Holdings Inc. American Depositary Shares

    Jun 28, 2026, 7:09 PM

    1.9% of portfolio

  • Opened NNDM · Nano Dimension Ltd.

    Jun 28, 2026, 7:09 PM

    7.1% of portfolio

  • Opened PYPL · PayPal Holdings Inc

    Jun 28, 2026, 7:09 PM

    1.7% of portfolio

  • Opened ANF · Abercrombie & Fitch Co.

    Jun 28, 2026, 7:09 PM

    3.0% of portfolio

  • Opened CROX · Crocs, Inc.

    Jun 28, 2026, 7:09 PM

    2.6% of portfolio

  • Opened LULU · lululemon athletica inc.

    Jun 28, 2026, 7:09 PM

    0.7% of portfolio

  • Opened CIG · Companhia Energética de Minas Gerais S.A. ADR

    Jun 28, 2026, 7:09 PM

    0.6% of portfolio

  • Opened NKE · Nike, Inc. - Class B

    Jun 28, 2026, 7:09 PM

    0.7% of portfolio

  • Opened EDV · Vanguard Extended Duration Treasury ETF

    Jun 28, 2026, 7:09 PM

    0.1% of portfolio

  • Opened FLCH · Franklin FTSE China ETF

    Jun 28, 2026, 7:09 PM

    0.5% of portfolio

  • Opened SIRI · Sirius XM Holdings Inc.

    Jun 28, 2026, 7:09 PM

    3.8% of portfolio

  • Opened FTLF · FitLife Brands, Inc.

    Jun 28, 2026, 7:09 PM

    0.2% of portfolio

  • Opened MAPS · WM Technology, Inc.

    Jun 28, 2026, 7:09 PM

    0.6% of portfolio

  • Opened AVUV · Avantis U.S. Small Cap Value ETF

    Jun 28, 2026, 7:09 PM

    0.7% of portfolio

  • Opened YELP · Yelp Inc.

    Jun 28, 2026, 7:09 PM

    0.1% of portfolio

  • Opened WU · Western Union Co.

    Jun 28, 2026, 7:09 PM

    1.5% of portfolio

  • Opened DDI · DoubleDown Interactive Co., Ltd. Sponsored ADR

    Jun 28, 2026, 7:09 PM

    26.5% of portfolio

  • Opened VTI · VANGUARD TOTAL STOCK MKT ETF

    Jun 28, 2026, 7:09 PM

    1.5% of portfolio

  • Opened GAMB · Gambling.com Group Ltd.

    Jun 28, 2026, 7:09 PM

    11.3% of portfolio

Composition

Asset class
Stocks99%
Options0.7%
Shorts0.0%
Crypto0.0%
Geography
US65%
ADR (US-listed foreign)27%
Unknown8.0%
Market cap
Small ($300M–$2B)37%
Micro (<$300M)27%
Unknown16%
Mega ($200B+)7.2%
Large ($10B–$200B)6.7%
Mid ($2B–$10B)6.1%
Sector
Unknown58%
Technology20%
Healthcare7.7%
Other7.1%
Communication services2.4%
Consumer discretionary2.0%
Financials1.2%
Materials0.9%
Real estate0.8%
Energy0.0%
Utilities0.0%
Consumer staples0.0%

Stats

Best day

—

Worst day

—

Diversification
12.1
eff. positions · Well spread

Member portfolios