Paul Essen's avatar
$222.2m follower assets
End of July 2022 top positions by percentage of portfolio
$TSLA 19%
$MELI 14%
$SHOP 10%
$SE 9%
$TTD 6%
$SQ 4%

YTD Return: -51%
Returns since inception (Oct 2018): 33%

I know the quarterly recap is late, but it's coming soon!
Steve Matt's avatar
$SWAV team!
Paul Essen's avatar
@interrobangbros $SWAV has been awesome!
ThomasFJE's avatar
Love most of them! $NVCR ❤️ because their innovation will save lives.
Paul Essen's avatar
@smh It's twice as nice to root for companies that are helping save lives.