Browse · 16 public funds

A long read, not a screener.

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№ 01Long-only

Northwind Compounders

Sarah Chen · since Nov '25 · 0 followers · 6mo ago

"Long-only · Concentrated"

Top holdings · 6 positions
COST18.4%
BRK.B16.4%
V16.3%
YTD+8.2%
№ 02Long-only

Dislocation Alpha Fund — captures the gap between price and value

Jitesh Jasapara · since Mar '26 · 0 followers · 6mo ago

"Price is broken. The business is not."

Top holdings · 5 positions
WDAY27.4%
NOW27.3%
EPI21.4%
YTD+15.0%
№ 03Energy

Meridian Energy

Marcus Adeyemi · since Nov '25 · 0 followers · 5mo ago

"Energy · Materials"

Top holdings · 5 positions
CVX24.8%
XOM22.4%
EOG20.8%
YTD+42.1%
№ 04Tech

Helix Biotech

Devon Ortiz · since Nov '25 · 0 followers · 6mo ago

"Biotech · Thematic"

Top holdings · 5 positions
VRTX22.3%
AMGN20.5%
IBB18.3%
YTD+18.4%
№ 05Income

Tortoise Dividend Income

Linnea Park · since Nov '25 · 0 followers · 10mo ago

"Income · Dividend"

Top holdings · 6 positions
JNJ21.0%
KO18.6%
PG15.8%
YTD+14.2%
№ 06Long-only

Axiom Opportunity Fund

Mahesh Patil · since Jan '26 · 0 followers · 5mo ago

"Independent thinking. Concentrated capital. Relentless learning."

Top holdings · 2 positions
MELI17.5%
PYPL11.0%
YTD+4.6%
№ 07Macro

Sundial Macro

Marco Rivera · since Nov '25 · 0 followers · 5mo ago

"Macro · Multi-asset"

Top holdings · 5 positions
DBC25.0%
GLD24.8%
TLT19.9%
YTD+4.4%