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Portfolios summary - end of October 2022
Stock price
Stock price growthYoY revenue growth
Gross margins
Market cap
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Average % across portfolios
Number of holders
SaulBear
Wsm007
WillO2028
Stocknovice
FinallyFoolin
CompoundingCed
SlowAndFast
MoooCurrent2022 start2021 start2020 start2019 start2018 start20222021202020192018
Last 4 quarters average
2021202020192018
Current (last annual, from seeking alpha / wsj.com)
Current (from Google Finance)
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SNOW15.2292013192542001818SNOW325339281----56%20%9512417459%112,648,469,384
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DDOG13.89913191316148121515DDOG2341789137---58%95%147%767066839780%83,851,195,534
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NET13.4491981722111331216NET2921327617---62%73%347%535350494377%103,932,544,574
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CRWD10.6791412912141001411CRWD20220520051---28%2%293%61829311012574%205,324,068,202
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BILL10.447171516121612006BILL48249137----53%83%15551456774%4,751,759,420
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S10.44614818081591012S2150-----59%12010065%7,709,656,000
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ZS6.335000210177138ZS1853211964742--57%64%317%12%625642595181%29,851,574,686
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MNDY2.444300500455MNDY91309-----70%869110686%3,847,366,841
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TSLA2.0040000051300TSLA3511057706896463-80%50%693%39%2%617128158321%1,100,223,971,099
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TTD1.893043050023TTD14928027125-46%15%196%125%140%334327385576%6,362,176,536
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GTLB1.331004000800GTLB4387-----52%69668788%7,195,139,742
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ZI0.781000000025ZI#N/A6446----52%41%54576210378%#N/A
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MDB0.781000700000MDB44143035913582--62%20%166%65%544058614570%35,432,669,214
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NVDA0.671000000060NVDA218294133593454-55%121%125%74%-37%3853-7214163%5,264,951,940,917
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GLBE0.561000000500GLBE4163-----65%62801077040%6,926,971,733
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ENPH0.441000000040ENPH39183175295258%4%505%480%150%677824971135%5,202,532,760
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UPST0.221000000002UPST3115144----86%244%16826427528984%2,977,779,367
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PTON0.221020000000PTON53615231---76%-76%389%-101201001109945%2,400,628,106
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TMDX0.221000020000TMDX94171919--173%-11%0%70189816972%3,258,422,948
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TWLO0.111001000000TWLO2222633391038926-74%-22%229%16%242%526155756350%34,073,728,874
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