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

What I paid, what it trades at now, and the change between the two, quoted in USD.

AMZN Platforms

Amazon

Bought at 238.24 Now 260.11 Unrealized ↑ +9.2% Thesis and movements → DUOL Growth

Duolingo

Bought at 139.72 Now 147.03 Unrealized ↑ +5.2% Thesis and movements → GOOGL Platforms

Alphabet

Bought at 333.18 Now 340.67 Unrealized ↑ +2.2% Thesis and movements → HIMS Growth

Hims & Hers Health

Bought at 32.41 Now 31.86 Unrealized ↓ −1.7% Thesis and movements → HOOD Growth

Robinhood Markets

Bought at 96.12 Now 95.10 Unrealized ↓ −1.1% Thesis and movements → META Platforms

Meta Platforms

Bought at 673.66 Now 545.83 Unrealized ↓ −19.0% Thesis and movements → MU Memory and semis

Micron Technology

Bought at 835.63 Now 974.33 Unrealized ↑ +16.6% Thesis and movements → NFLX Growth

Netflix

Bought at 78.49 Now 80.14 Unrealized ↑ +2.1% Thesis and movements → NU Growth

Nu Holdings

Bought at 14.46 Now 14.21 Unrealized ↓ −1.7% Thesis and movements → RDDT Growth

Reddit

Bought at 175.94 Now 150.31 Unrealized ↓ −14.6% Thesis and movements → SNDK Memory and semis

SanDisk

Bought at 1,277.12 Now 1,600.62 Unrealized ↑ +25.3% Thesis and movements →

Where these numbers come from

Prices: Yahoo Finance, USD, as of 2026-08-20.
Cost: as supplied, 2026-08-20. The per-trade ledger is not in these files.
No aggregate return, no history, no position sizes: none of it is in these files.