Portfolio & Performance Updates Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Snapshot * d. Updated Holdings a. Updated Performance b. Portfolio Changes
News of the Week (December 14-18, 2025) My Detailed Earnings reviews from this season: * Nike & Micron * Rubrik * Oracle & Broadcom. * Snowflake * CrowdStrike & MongoDB * Zscaler * Datadog & Palo Alto * Sea Limited * On Holdings * Nu Holdings * The Trade Desk * Lemonade
