01
30%
Small Caps
This is approximately the percentage of these types of companies that we want in our portfolio, since they are the ones with the high returns.
Public portfolio
Featured Holdings & Theses
Here you can find our portfolio, updated once a year, which includes companies we invest in for the long term, and which we expect to multiply in value several times over. The full portfolio and real-time moves are exclusive to members.
Allocation
Portfolio Weights
Hover or tap each slice to see how much capital we allocate to every position.
Total positions8
Our take
Portfolio Comments
We are currently running a concentrated book with a meaningful cash reserve. The core positions reflect our highest-conviction ideas: durable businesses with pricing power, strong balance sheets, and visible reinvestment opportunities.
We have not made any meaningful changes in recent weeks. Our focus remains on owning companies that can compound intrinsic value over multiple years while keeping a margin of safety in both price and position sizing.
| Ticker | Company | Sector | Entry | Current | Return | Weight |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | $142.30 | $189.40 | +33.1% | 12.5% |
| MSFT | Microsoft Corp. | Technology | $245.80 | $412.60 | +67.9% | 11.2% |
| BRK.B | Berkshire Hathaway | Conglomerate | $305.10 | $415.00 | +36.0% | 9.4% |
| GOOGL | Alphabet Inc. | Technology | $118.20 | $162.70 | +37.6% | 8.7% |
| META | Meta Platforms | Communications | $198.00 | $511.30 | +158.2% | 7.5% |
| AMZN | Amazon.com | Consumer | $132.40 | $178.90 | +35.1% | 6.8% |
| NVO | Novo Nordisk | Healthcare | $95.60 | $124.10 | +29.8% | 5.4% |
| V | Visa Inc. | Financials | $215.70 | $271.00 | +25.6% | 4.9% |
Last updated: May 25, 2026. Data for educational purposes only.
Our compass
Long-Term Goals
The numbers that shape every decision we make. A clear framework, not a forecast.
02
30–40%
YoY Return
This is our profitability objective year after year, being objective and taking into account that there will be some years better than others.
03
10–20
Companies
We believe this is the ideal number of positions to have in the portfolio, as our successes shine more and we reduce risks beyond our reach.
04
Global
Worldwide Stocks
We like to be geographically diversified to minimize risks and take advantage of the opportunities we can find around the world.