Holdings

Our Living Portfolio

Operating businesses, capital allocation, and proprietary technology — organized by asset class, not products.

Operating Businesses

Companies We Own & Build

Cards for the businesses we own — what we operate today, plus software and future acquisitions.

Active

Businesses we build, acquire, and operate — focused on real demand, durable cash flow, and long-term ownership outcomes.

Pipeline

Software platforms with recurring cash flow, defensibility, and leverage from automation.

Opportunistic

Selective acquisitions where operational improvement and capital discipline can compound ownership value.

Investments

We allocate capital across public equities, ETFs, digital assets, and other opportunities that align with our long-term investment strategy.

How we deploy

Public equities & ETFs
Liquid vehicles that fit multi-year theses without forcing concentration risk.
Digital assets
Selective exposure where technology, liquidity, and asymmetric upside align.
Income-producing opportunities
Prefer assets that throw off durable cash flow over narrative-only cycles.

Exact holdings live in the books. Insights live here.

Technology

Internal capability is part of the holdings — the tools that compound operating leverage.

Leverage

Systems that remove operational drag and raise leverage across the holdings.

Proprietary

Proprietary tooling built for decision speed, reporting clarity, and control.

Applied

Applied intelligence layered onto workflows — not demos for their own sake.

Rails

Market rails and monitoring that support disciplined allocation decisions.

Community

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