Data Table View
| Stage | Company | Revenue | Valuation | Focus | Products |
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Q1'26 Infra Play Portfolio
Original Q1 basket with a March 20, 2026 position update
Portfolio update: As of March 20, 2026, all positions except Amazon have been sold due to market volatility. The table below keeps the original Q1 lineup for context and marks each position's current status.
| Ticker | Company | Price | Jan 1 | YTD | Q1 Weight | Status |
|---|
This portfolio represents directional bets and is not financial advice.
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