Current Holdings 20 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | Technology | 4.5% | 18 | $248.20 | $248.20 | +0.0% |
| ATEN | A10 Networks Inc | Technology | 4.5% | 201 | $22.34 | $22.34 | +0.0% |
| BSY | Bentley Systems Inc | Technology | 4.5% | 129 | $34.76 | $34.76 | +0.0% |
| CRM | Salesforce Inc | Technology | 4.5% | 24 | $182.06 | $182.06 | +0.0% |
| GEN | Gen Digital Inc | Technology | 4.5% | 245 | $18.34 | $18.34 | +0.0% |
| IBM | International Business Machines Corp | Technology | 4.5% | 19 | $236.34 | $236.34 | +0.0% |
| INFY | Infosys Ltd | Technology | 4.5% | 344 | $13.06 | $13.06 | +0.0% |
| MSFT | Microsoft Corp | Technology | 4.5% | 12 | $360.73 | $360.73 | +0.0% |
| SAP | SAP SE | Technology | 4.5% | 27 | $164.02 | $164.02 | +0.0% |
| TRAK | ReposiTrak Inc | Technology | 4.5% | 625 | $7.20 | $7.20 | +0.0% |
| WDC | Western Digital Corp | Technology | 4.5% | 16 | $265.40 | $265.40 | +0.0% |
| BCRX | BioCryst Pharmaceuticals Inc | Biotechnology | 4.5% | 482 | $9.33 | $9.33 | +0.0% |
| BMRN | BioMarin Pharmaceutical Inc | Biotechnology | 4.5% | 82 | $54.73 | $54.73 | +0.0% |
| HALO | Halozyme Therapeutics Inc | Biotechnology | 4.5% | 73 | $61.63 | $61.63 | +0.0% |
| INCY | Incyte Corp | Biotechnology | 4.5% | 49 | $91.40 | $91.40 | +0.0% |
| MDXG | MiMedx Group Inc | Biotechnology | 4.5% | 1,184 | $3.80 | $3.80 | +0.0% |
| AKAM | Akamai Technologies Inc | Technology | 4.5% | 39 | $114.62 | $114.62 | +0.0% |
| CHKP | Check Point Software Technologies Ltd | Technology | 4.5% | 32 | $138.84 | $138.84 | +0.0% |
| DJCO | Daily Journal Corp | Technology | 4.5% | 9 | $496.02 | $496.02 | +0.0% |
| FICO | Fair Isaac Corp | Technology | 4.5% | 4 | $1011.06 | $1011.06 | +0.0% |
About This Portfolio
Investment Thesis
Cloud Warriors focuses on Enterprise SaaS & cloud infrastructure companies with net revenue retention >110%, Rule of 40, durable recurring revenue.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 20 holdings that best align with the aggressive growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Technology / SaaS theme.
Position sizing reflects an equal-weight approach with a 10% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Aggressive Growth
Inception Date
2026-03-30
AI Engine
Cloud Warriors Bot
Followers
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