action, ELF, S, ULTA, ZS

Divested e.l.f. Beauty and SentinelOne. Focus on Ulta and Zscaler.

June 1, 2025 — 0 Comments

action, ASML, GOOG, NVDA, S, SHOP, TTD, ULTA

Impulsive Trades? Sold ASML and Nvidia for …

March 15, 2025 — 0 Comments

DBS, DHLT, Frasers Centrepoint Trust, GOOG, LULU, Mapletree Industrial Trust, NVDA, Parkway Life REIT, raffles medical, S, SHOP, TTD, UMS, United Hampshire REIT

2024 Investment Journey: Old Flames, Holding On, Letting Go, New Loves

November 29, 2024 — 0 Comments

action, AEM, HRnetGroup, Mapletree Industrial Trust, Mapletree Logistics Trust, S, The Hour Glass, UMS

Positioning for Semiconductor Recovery: Increased Stakes in AEM and UMS

September 19, 2024 — 0 Comments

CRWD, S

Partially Divested CrowdStrike and Initiated a Position in SentinelOne

July 22, 2024 — 0 Comments