A high-conviction, deliberately off-benchmark book of public technology equities, built to earn its keep through selection, not index beta. Each position is backed by a written thesis, a price target, and a pre-committed thesis-break condition, and is held transparently as a demonstration of investment process. Where a name is in the Library, it links to its full dashboard.
ManagerNaina Garg
InceptionJune 26, 2026
Holdings—
Pricesloading…
BenchmarkNasdaq-100 (QQQ)
Return since inception
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weight-tilted, price-only
Weighted upside to target
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12-month price targets
Best performer
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Worst performer
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Theses on watch
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breached thesis-break
Benchmark
Book: since inception
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Benchmark: QQQ (Nasdaq-100)
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Alpha vs. benchmark
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Track Record
Live
Cumulative return since inception: Book vs. QQQ
Price-only, weight-tilted total return from the June 26, 2026 re-cut inception. The book starts at 0.0% and accrues a real, auditable record.
Allocation & Performance
Exhibit I
Allocation by sub-sector
Weights are conviction-tilted, not equal. Larger positions reflect higher conviction and lower idiosyncratic risk.
Return vs. 12-month target by name
Solid = realized return since inception. Pale = remaining upside to price target.
Holdings
Exhibit II
Conviction
Click a column header to sort. The trend sparkline traces each position since inception; tickers in the Library link to their dashboard. "Status" flags ⚠ Watch on a thesis-break (≥20% drawdown) and Near break as a position approaches it. Hover for the written rule.
Position Theses & What Would Change My Mind
Exhibit III
Decision Log
Audit trail
Every entry, trim, exit, and thesis-break is logged with a timestamp, the "in public" part of a fund in public. Upcoming corporate actions are flagged in advance; a position that breaches its thesis-break is logged here automatically.
Methodology & Disclosure
This is a paper portfolio built to demonstrate investment process. It holds no capital and is not investment advice. Each name was selected top-down (deliberately off-benchmark across the tech sub-sectors the index over- or under-owns) and bottom-up (a thesis I can defend). Every position carries a written thesis-break condition set at entry; when one triggers, the rationale for holding, trimming, or exiting is logged rather than rationalized after the fact.
Returns are price-only from a June 26, 2026 re-cut inception (entry = market price that day), so the book starts at 0.0% and accrues a real, auditable track record. Each position's 12-month target is the canonical figure from its dashboard. Prices refresh live from the same quote service that powers the Library's dashboards (Finnhub via a Cloudflare Worker), with a fallback to the inception snapshot. Valuation context was sourced from public filings and data providers as of late June 2026.
Part of the Deep Tech Equity Research Library. The research, valuation framing, and this self-updating book were assembled with an AI workflow, a deliberate demonstration of modern research tooling alongside the underlying analysis. Browse the 28 company dashboards →