Offshore
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Gainify
RT @BourbonCap: Holdings Q2 2025
TransDigm Group Incorporated $TDG is the largest position, representing over 27% of their portfolio, and the company is currently having a correction.
The stock has grown at 20% per year, delivering over 490% returns in 10 years, Transdigm hasn’t had a single red year since 2008
The second largest position is Amazon $AMZN, one of the largest e-commerce companies in the world, which is expected to generate $1 trillion in revenue in the coming years.
The third largest position is Microsoft $MSFT, the largest software company in the world, which remains one of the most difficult companies to replace to this day.
Then there are the 'twins,' Visa $V and Mastercard $MA, arguably among the best businesses ever created, still processing over 50% of global transactions to this day.
They sold most of their stakes in Google and FICO last quarter but still hold small positions. Both companies continue to have significant potential.
Few holdings but all of them have potencial for the next 10 years
@gainify_io It's a great place to find portfolios with few holdings.
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RT @BourbonCap: Holdings Q2 2025
TransDigm Group Incorporated $TDG is the largest position, representing over 27% of their portfolio, and the company is currently having a correction.
The stock has grown at 20% per year, delivering over 490% returns in 10 years, Transdigm hasn’t had a single red year since 2008
The second largest position is Amazon $AMZN, one of the largest e-commerce companies in the world, which is expected to generate $1 trillion in revenue in the coming years.
The third largest position is Microsoft $MSFT, the largest software company in the world, which remains one of the most difficult companies to replace to this day.
Then there are the 'twins,' Visa $V and Mastercard $MA, arguably among the best businesses ever created, still processing over 50% of global transactions to this day.
They sold most of their stakes in Google and FICO last quarter but still hold small positions. Both companies continue to have significant potential.
Few holdings but all of them have potencial for the next 10 years
@gainify_io It's a great place to find portfolios with few holdings.
tweet
Offshore
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Evan
VistaShares’ new $ACKY ETF begins trading today ⬇️
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VistaShares’ new $ACKY ETF begins trading today ⬇️
$ACKY ETF LAUNCHES TODAY!
VistaShares Adds to Income ETF Suite with Launch of Target 15™ ACKtivist Income ETF
Are you ready to tap into hedge fund thinking? Now is your opportunity!
ACKY provides a core equity portfolio generally mirroring top publicly disclosed holdings of Pershing Square Capital, while active options overlay seeks an annual income target of 15%.
Press Release: https://t.co/KFOQUNudWs
For fund holdings and risk disclosures visit https://t.co/oc2O55tgmB
*Not affiliate with Bill Ackman or Pershing Square Capital tweet
Offshore
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Aadit Sheth
This is literally the only book you need to master prompt engineering for LLMs https://t.co/C7ebZuYqRx
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This is literally the only book you need to master prompt engineering for LLMs https://t.co/C7ebZuYqRx
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Offshore
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Evan
We have 2 events today I’m watching for
- 1PM ET Apple iPhone unveil event
- 8:30PM ET Robinhood active trader event
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We have 2 events today I’m watching for
- 1PM ET Apple iPhone unveil event
- 8:30PM ET Robinhood active trader event
Tuesday and Wednesday:
NEW IPHONES ARE COMING WATCH OUT FOR THE APPLE EVENT (Keynote is at 1PM ET)
ALSO WATCH OUT FOR THIS ON TUESDAY:
- Robinhood CEO Vlad Tenev will be giving the keynote for HOOD's active trader events at 8:30PM ET on Tuesday https://t.co/XKjYSUhOmn tweet
Offshore
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Aadit Sheth
RT @neatprompts: This guy literally shared a step-by-step formula for a 100x return https://t.co/5gQDZRagvi
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RT @neatprompts: This guy literally shared a step-by-step formula for a 100x return https://t.co/5gQDZRagvi
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Offshore
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Quiver Quantitative
We sounded the alarm when multiple members of Congress bought the dip in UnitedHealth stock.
$UNH has now risen over 30% since.
Up another 3% today. https://t.co/BZc9ua8jAX
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We sounded the alarm when multiple members of Congress bought the dip in UnitedHealth stock.
$UNH has now risen over 30% since.
Up another 3% today. https://t.co/BZc9ua8jAX
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