What I bought, and what happened

This is not advice, and it is not a suggestion that anyone buy or sell anything. I have no idea what would suit anybody else's circumstances and I am not trying to work it out. Positions appear here after I have already taken them, so nothing on this page is a signal about what I am about to do, and I change my mind without updating it promptly.

There are no position sizes anywhere on this page — no weight, no share of equity, no cash line and no amounts — and none in the files it is built from either.

Positions

My average price per share, what it trades at now, and the change between the two, quoted in USD.

The average is the weighted average cost of the shares I still hold, not the price of the first one. Adding at a lower price pulls it down and the percentage moves with it, so a position I averaged into reads against what I actually paid rather than against where I started. Selling realises a gain or a loss but does not move the average, which is why a trimmed position still shows the cost of what is left.

AMZN Platforms

Amazon

Average price 238.24 Now 262.63 Unrealised ↑ +10.2% Thesis and movements → DUOL Growth

Duolingo

Average price 139.72 Now 139.58 Unrealised ↓ −0.1% Thesis and movements → FICO Growth

Fair Isaac

Average price 1,176.42 Now 799.73 Unrealised ↓ −32.0% Thesis and movements → GOOGL Platforms

Alphabet

Average price 333.18 Now 340.27 Unrealised ↑ +2.1% Thesis and movements → HIMS Growth

Hims & Hers Health

Average price 32.41 Now 29.21 Unrealised ↓ −9.9% Thesis and movements → HNGE Growth

Hinge Health

Average price 88.14 Now 107.51 Unrealised ↑ +22.0% Thesis and movements → HOOD Growth

Robinhood Markets

Average price 96.12 Now 98.21 Unrealised ↑ +2.2% Thesis and movements → META Platforms

Meta Platforms

Average price 656.92 Now 694.25 Unrealised ↑ +5.7% Thesis and movements → MU Memory and semis

Micron Technology

Average price 835.63 Now 896.07 Unrealised ↑ +7.2% Thesis and movements → NFLX Growth

Netflix

Average price 78.49 Now 68.69 Unrealised ↓ −12.5% Thesis and movements → NU Growth

Nu Holdings

Average price 14.46 Now 15.09 Unrealised ↑ +4.4% Thesis and movements → RDDT Growth

Reddit

Average price 175.94 Now 155.65 Unrealised ↓ −11.5% Thesis and movements → SNDK Memory and semis

SanDisk

Average price 1,277.12 Now 1,365.38 Unrealised ↑ +6.9% Thesis and movements →

Where these numbers come from

Prices: Yahoo Finance, USD, as of 2026-10-20.
Averages: struck from my own ledger on 2026-09-21 and entered by hand. The individual fills are not in these files — only the average they produce.
No aggregate return, no history, no position sizes: none of it is in these files.