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 · 3mo ago

"Long-only · Concentrated"

Top holdings · 6 positions
COST18.1%
BRK.B16.1%
V15.1%
YTD+3.1%
№ 02Tech

Wavefront Tech

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

"Tech · Growth"

Top holdings · 6 positions
NVDA23.4%
ANET18.7%
AMD16.7%
YTD+24.6%
№ 03Industrials

Ironclad Industrials

Rafael Gómez · since Nov '25 · 0 followers · 3mo ago

"Industrials · Concentrated"

Top holdings · 5 positions
DE21.2%
UNP20.9%
ETN17.5%
YTD+26.9%
№ 04Energy

Meridian Energy

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

"Energy · Materials"

Top holdings · 5 positions
CVX23.4%
EOG21.2%
XOM21.2%
YTD+31.1%
№ 05Long-only

Global Growth & Value

Pankaj Ratnakar Bagayatkar · since Mar '26 · 0 followers · 2mo ago

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

Top holdings · 4 positions
VXUS27.2%
QQQM26.0%
VONG24.6%
YTD+9.0%
№ 06Small-cap

Magnolia Value

Aria Chen · since Nov '25 · 0 followers · 8mo ago

"Small-cap · Value"

Top holdings · 4 positions
IJR29.9%
VBR25.0%
KFY19.4%
YTD+17.0%
№ 07Long-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
EPI25.5%
WDAY23.8%
NOW22.0%
YTD+1.2%