SJ's Investments

I primarily focus on the public market these days. I own long term investments, do sector rotation trades, and frequently swing trade familiar names. Holdings featured on the page are most likely outdated. NFA.

In the private market, I've only invested in a select few. If you are a seed stage founder, I can be helpful giving product feedback, connecting you to design resources, and introducing you to folks at Kleiner Perkins, Republic or some other investors who write larger checks.

Public
AllocationAvg CostUnrealized

Meta

Lowest P/E hyperscaler. Please don’t be a value trap

66.2%

$583.27+33.32%

Robinhood

Consumer finance super app. Best in class at monetizing existing users.

24.1%

$97.85+23.47%

Shopify

Not an AI loser, betting with Thrive. Entered at ~$102 and fully exited @ ~$138.

2.5%

$134.98+6.68%

Duolingo

It’s a marketing engine and a social game, not a language app. Entered at ~$109 and holding.

2.2%

$148.77-0.69%

UBER

Auto-added from Robinhood holdings snapshot 2026-09-21.

1.8%

$74.33-6.87%

MSGS

Auto-added from Robinhood holdings snapshot 2026-09-21.

0.3%

$391.51+2.86%

Salesforce

Biggest hater turned “software is not dead” warrior.

0.2%

$249.55-4.54%

SN

Auto-added from Robinhood holdings snapshot 2026-09-21.

0.1%

$174.14+1.61%

Pinduoduo

Value trap. Not currently holding but ready to get back in any moment.

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Private

OpenEvidence

Most valuable healthcare startup

Mercury

Online business banking platform. Betting on the best-in-class, vertical focused neobank.

Replit

Thought it was figma for coding

Agora

DAO governance

Citizens Of

An Australian cafe group