Private
Trade log.
This page is gated. Enter passphrase to continue.
Trade log — 2026 Q2 in progress
Where the thesis is translating into capital.
Q2 has just started. This page tracks the book live as the quarter unfolds: closing winners into strength where pre-set targets have been hit, adding to names that sold off without the thesis breaking, and holding a book still centred on AI-compute infrastructure with visibility into 2027. Holdings are grouped by what each business actually does in the stack, not by account or sector code.