Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

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.

Files

Previews only