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Digital Disruptor
Ram Kingsley
Digital Disruptor
Ram Kingsley
Portfolio Value
$ 103.87K
Performance
4.04%
Strategy
Growth Investing
Targets technology and AI-driven businesses shaping the next decade of infrastructure, software and data. Prioritizes scalable platforms with network effects, high R&D intensity and strong product sti...
Targets technology and AI-driven businesses shaping the next decade of infrastructure, software and data. Prioritizes scalable platforms with network effects, high R&D intensity and strong product stickiness. Balances established tech leaders with a selective set of emerging innovators to avoid pure moonshot risk. Keeps a strict eye on valuation and unit economics to distinguish durable winners from hype-driven stories.
Tech GrowthAI StocksInnovation FocusedScalable MoatsFuture Of Computing
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.
Performance
Complete breakdown of the expert's current portfolio holdings and performance metrics
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Top Holdings
View All →Complete breakdown of the expert's current portfolio holdings and performance metrics
| Thesis | ||||||
|---|---|---|---|---|---|---|
 NVIDIA Corporation$NVDA · 50 shares | $178.88 | $175.03 | -$192.75 | -2.16% | $8,751.25 | |
 Alphabet Inc.$GOOGL · 27 shares | $299.66 | $309.29 | +$260.01 | +3.21% | $8,350.83 | |
 Amazon.com, Inc.$AMZN · 36 shares | $220.69 | $226.18 | +$197.64 | +2.49% | $8,142.48 | |
 Microsoft Corporation$MSFT · 17 shares | $472.12 | $478.53 | +$108.97 | +1.36% | $8,135.01 | |
 Meta Platforms, Inc.$META · 12 shares | $594.25 | $644.18 | +$599.16 | +8.40% | $7,730.16 | |
 ASML Holding N.V.$ASML · 7 shares | $966.57 | $1,080.13 | +$794.89 | +11.75% | $7,560.88 | |
 Broadcom Inc.$AVGO · 21 shares | $340.20 | $359.94 | +$414.54 | +5.80% | $7,558.74 | |
 Taiwan Semiconductor Manufacturing Company Limited$TSM · 25 shares | $275.06 | $292.09 | +$425.63 | +6.19% | $7,302.13 | |
 Tesla, Inc.$TSLA · 15 shares | $391.09 | $459.16 | +$1,021.05 | +17.41% | $6,887.40 | |
 CrowdStrike Holdings, Inc.$CRWD · 12 shares | $490.67 | $504.76 | +$169.08 | +2.87% | $6,057.12 |
Breakdown
View All →Portfolio distribution by economic sectors, industries, and countries
Sectors
Technology
76.36 %
Consumer Cyclical
14.47 %
Real Estate
5.78 %
Utilities
3.39 %
4
Sectors
Recent Transactions
View All →Latest portfolio activity and trades
Microsoft Corporation
MSFTBUY•$472 each•17.00 shares
$8,026
24 nov 2025
Constellation Energy Corporation
CEGBUY•$338 each•10.00 shares
$3,381
24 nov 2025
Datadog, Inc.
DDOGBUY•$158 each•29.00 shares
$4,569
24 nov 2025
Equinix, Inc.
EQIXBUY•$755 each•8.00 shares
$6,037
24 nov 2025
Arista Networks, Inc.
ANETBUY•$117 each•30.00 shares
$3,523
24 nov 2025