Cantor Fitzgerald Hedgefund Holdings vs MINE (Patreon)
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These are the it's about a $3 billion hedge fund managed by Cantor Fitzgerald was interesting to see their holdings and here's a quick comparison of their holdings to mine. I'm glad to see some very similar allocations. They must follow me 🤣🤣🤣 kidding but you will also notice they got in a lot later than I did. Eg my Avg MSTR price is under $19 whereas they are in around $229.
Thanks to Kaz for asking me if it was true. Yes they are.
MSTR: Microstrategy Inc (39.23% of portfolio, 3.58M shares) - I am 50%
BGC: Bgc Group Inc (25.36% of portfolio, 93.34M shares)
NVDA: 18% I am about 2.5%
NMRK: Newmark Group Inc
TSLA: Tesla Inc 11.31% I am 27%
RUM: Rumble Inc
IBIT: Likely iShares Bitcoin Trust (an ETF)
GCMG: GCM Grosvenor Inc
AMD: Advanced Micro Devices Inc
SATL: Satellogic Inc
SMCI: Super Micro Computer Inc
BIDU: Baidu Inc they are 1.28% I DO NOT OWN BIDU but I do own $BABA similar percent.
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