Affirm Holdings, Inc. Class A Common Stock

Amplitude, Inc. Class A Common Stock

Allbirds, Inc. Class A Common Stock

Samsara Inc.

Nu Holdings Ltd.

Palantir Technologies Inc. Class A Common Stock

Roblox Corporation

Warby Parker Inc.

A few notable changes in the past 3-4 months:
- $RBLX - New position, I see this as a $100B company
- $NU - New position, A true gem similar to my $AFRM position
- $IOT - Disrupting fleets and building an IOT monopoly
- $WRBY - New position, disrupting the vision industry successfully
- $BIRD - New position, disrupting the footwear industry
- $AMPL - Powering Product Led Growth for Modern SaaS Businesses
- $PLTR - Its a privilege to be a part of Peter Thiel's vision for enterprise software

Ask me any questions you have about any of these, looking to learn and add value to the community!

![](https://cdn.commonstock.com/1d4a9479c7a45ddb90bad70ff76fbd2ec886c91c98316a2934d69c15ca5e37d9-1200x600.png)

Just opened a position in $RBLX  and plan on DCA’ing for the next few years. Why do you like the stock?

Salman

My Wartime Portfolio: 02/24/22

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 

Verified Member

Modern Growth Investing