Educational content only. Not financial advice. Capital at risk. Read the disclaimer

My portfolio

I invest in companies I see as pioneers building the future. Here's what each one does, the key numbers, and my reasons, shared to help others learn.

Live prices from TradingView (may be delayed). Table figures below are a snapshot.

Holdings

Companies in my portfolio
CompanyTickerSectorMarket cap (snapshot)Snapshot date
NVIDIA Corporation NVDA Technology ≈ $5.17 trillion 16 October 2026
Tesla, Inc. TSLA Consumer Cyclical ≈ $1.40 trillion 16 October 2026
Micron Technology, Inc. MU Technology ≈ $994bn 16 October 2026
Alphabet Inc. (Google) GOOGL Communication Services ≈ $4.17 trillion 16 October 2026
Space Exploration Technologies Corp. (SpaceX) SPCX Industrials ≈ $1.98 trillion 16 October 2026

All five are US-listed, so prices are in US dollars ($). Figures are a snapshot and will go out of date.

NVDA

NVIDIA Corporation

Designs the graphics chips (GPUs) and networking kit that power most of the world's AI data centres, as well as gaming PCs.

Technology · Semiconductors
TSLA

Tesla, Inc.

Makes electric cars and big home/grid batteries, and is working on self-driving software, robotaxis and humanoid robots.

Consumer Cyclical · Electric vehicles & energy storage
MU

Micron Technology, Inc.

One of the world's three big makers of memory chips (DRAM, high-bandwidth memory and NAND storage), now in huge demand for AI servers.

Technology · Semiconductors (memory)
GOOGL

Alphabet Inc. (Google)

Google's parent company, covering Search, YouTube, Android, Google Cloud and the Gemini AI models, plus "Other Bets" like Waymo.

Communication Services · Internet content & information
SPCX

Space Exploration Technologies Corp. (SpaceX)

Builds and launches reusable rockets (Falcon 9, Falcon Heavy, Starship) and runs Starlink satellite internet; it also reports an AI segment.

Industrials · Aerospace & defence