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 · 4mo ago

"Long-only · Concentrated"

Top holdings · 6 positions
COST18.0%
BRK.B15.6%
V15.3%
YTD+3.2%
№ 02Tech

Helix Biotech

Devon Ortiz · since Nov '25 · 0 followers · 3mo ago

"Biotech · Thematic"

Top holdings · 5 positions
VRTX22.8%
AMGN20.1%
IBB18.6%
YTD+18.6%
№ 03Long-only

Dislocation Alpha Fund — captures the gap between price and value

Jitesh Jasapara · since Mar '26 · 0 followers · 4mo ago

"Price is broken. The business is not."

Top holdings · 5 positions
WDAY27.8%
EPI23.9%
NOW23.9%
YTD+7.7%
№ 04Energy

Meridian Energy

Marcus Adeyemi · since Nov '25 · 0 followers · 3mo ago

"Energy · Materials"

Top holdings · 5 positions
CVX23.2%
XOM21.4%
EOG20.8%
YTD+37.6%
№ 05Tech

Wavefront Tech

Hana Kobayashi · since Nov '25 · 0 followers · 3mo ago

"Tech · Growth"

Top holdings · 6 positions
NVDA24.3%
ANET19.0%
MSFT16.1%
YTD+28.2%
№ 06Macro

Sundial Macro

Marco Rivera · since Nov '25 · 0 followers · 3mo ago

"Macro · Multi-asset"

Top holdings · 5 positions
GLD27.9%
DBC22.8%
TLT19.6%
YTD+6.4%
№ 07Long-only

Global Growth & Value

Pankaj Ratnakar Bagayatkar · since Mar '26 · 0 followers · 3mo ago

"Global growth orientation with built in inflation & geopolitical Protection"

Top holdings · 4 positions
VXUS27.2%
QQQM26.1%
VONG24.6%
YTD+12.7%