Monthly portfolio update: No sales this month. Added to my $MELI , $SPGI, and $MA positions. Overall, the portfolio had a solid month. Biggest detractor was $INTU, but nothing has changed with my long-term thesis. Staying focused on fundamentals and continuing to add to high-quality businesses. ๐คท๐ฝโโ๏ธ
Top 5 buys in portfolio right now
$SPGI
$MELI
$MA
$DASH
$NFLX
All of these companies have dominant positions in their markets. Which will allow them to compound for years to come.
$DASH is one of my favorite companies in my portfolio and one Iโm actively looking to add to.
I believe they have one of the strongest long-term tailwinds in the market as younger generations continue to become a larger share of consumer spending.
Gen Z and millennials have shown a willingness to make DoorDash a habitual part of their lives, creating a powerful consumer network.
Today, $DASH has built a dominant position in U.S. food delivery, capturing the consumer relationship with over 60% market share in the US. The next opportunity is increasing wallet share by expanding beyond restaurants into grocery, convenience, pharmacies, and even categories like hardware.
If DoorDash can replicate its restaurant success across more local commerce categories, the runway remains massive.
With Tony Xu and the teamโs execution track record, Iโm comfortable betting on their ability to continue building one of the most important local commerce platforms.
$SPGI will spin off Mobility Global on June 26, creating two independent public companies.
Each holder will receive one share of Mobility Global for every share of S&P Global held as of the close of business on Jun 15, 2026, the record date for distribution
1 Mobility = 1 S&P Global