the overlap

Her stocks × stocks that exist on-chain.

Exact overlap between the stocks she discloses holding, long and short, and the stock tokens that exist on Robinhood Chain. Nothing else counts.

grey = not stocked yet

Values are midpoints of the disclosed ranges, shown so you can see how big each position is. They don't change what we buy: every tracked name gets an equal $50 turn. Data as of 2026-09-26. See every filing →

statusstockdisclosed range(s)her est.rotationtokenfiling
TRACKEDAMZN logoAMZN
$5,000,001 – $25,000,000
+ $500,001 – $1,000,000 (+5,000 sh via call exercise 01/16/26)
$15.75M1 of 160x12f1…bF54 ↗10075701 ↗20033725 ↗
TRACKEDGOOGL logoGOOGL
$5,000,001 – $25,000,000
+ $500,001 – $1,000,000 (+5,000 sh via call exercise 01/16/26)
$15.75M2 of 160x2e08…4FE3 ↗10075701 ↗20033725 ↗
TRACKEDNVDA logoNVDA
$5,000,001 – $25,000,000
+ $250,001 – $500,000 (+5,000 sh via call exercise 01/16/26)
$15.38M3 of 160xd060…9EEC ↗10075701 ↗20033725 ↗
TRACKEDAAPL logoAAPL
$5,000,001 – $25,000,000
$15M4 of 160xaF3D…93f9 ↗10075701 ↗
TRACKEDAVGO logoAVGO
$5,000,001 – $25,000,000
$15M5 of 160x156E…fbcF ↗10075701 ↗
TRACKEDCRM logoCRM
$5,000,001 – $25,000,000
$15M6 of 160xd95B…6D44 ↗10075701 ↗
TRACKEDMSFT logoMSFT
$5,000,001 – $25,000,000
$15M7 of 160xe932…2e74 ↗10075701 ↗
TRACKEDBE logoBE
$1,000,001 – $5,000,000 (+10,000 sh 07/24/26)
+ $500,001 – $1,000,000 (+5,000 sh 07/28/26)
$3.75M8 of 160x822C…1867 ↗20035143 ↗
TRACKEDCRWD logoCRWD
$1,000,001 – $5,000,000
$3M9 of 160xea72…3931 ↗10075701 ↗
TRACKEDNFLX logoNFLX
$1,000,001 – $5,000,000
$3M10 of 160xE044…91E8 ↗10075701 ↗
TRACKEDPANW logoPANW
$1,000,001 – $5,000,000
$3M11 of 160xB039…e5Be ↗10075701 ↗
TRACKEDINTC logoINTC
$500,001 – $1,000,000 (+10,000 sh 07/24/26)
$750K12 of 160xc72b…9681 ↗20035143 ↗
TRACKEDRBLX logoRBLX
$250,001 – $500,000
$375K13 of 160xF0C4…1bE8 ↗10075701 ↗
TRACKEDVST logoVST
$100,001 – $250,000 (+5,000 sh via call exercise 01/16/26)
$175K14 of 160x561e…ADBc ↗20033725 ↗
TRACKEDTEM logoTEM
$50,001 – $100,000 (+5,000 sh via call exercise 01/16/26)
$75K15 of 160xB1CC…1793 ↗20033725 ↗
TRACKEDQCOM logoQCOM
$15,001 – $50,000
$32.5K16 of 160x0f17…AEA9 ↗10075701 ↗

16 tracked · tracked value $121.03M (est.)

12 of her stocks aren't on Robinhood Chain yet+
NO TOKEN ON HOODV
$5,000,001 – $25,000,000
$15M10075701 ↗
NO TOKEN ON HOODAB
$1,000,001 – $5,000,000 (LP units)
+ $1,000,001 – $5,000,000 (+25,000 units 01/16/26)
$6M10075701 ↗20033725 ↗
NO TOKEN ON HOODAXP
$1,000,001 – $5,000,000
$3M10075701 ↗
NO TOKEN ON HOODCMCSA
$500,001 – $1,000,000
$750K10075701 ↗
NO TOKEN ON HOODIBKR
$500,001 – $1,000,000
$750K10075701 ↗
NO TOKEN ON HOODDBX
$250,001 – $500,000
$375K10075701 ↗
NO TOKEN ON HOODXYZ
$250,001 – $500,000 (listed as SQ)
$375K10075701 ↗
NO TOKEN ON HOODT
$100,001 – $250,000
$175K10075701 ↗
NO TOKEN ON HOODMORN
$100,001 – $250,000
$175K10075701 ↗
NO TOKEN ON HOODWBD
$50,001 – $100,000
$75K10075701 ↗
NO TOKEN ON HOODCLNE
$1,001 – $15,000
$8K10075701 ↗
NO TOKEN ON HOODVSNT
$1,001 – $15,000 (776 sh from CMCSA spinoff; value est.)
$8K20033725 ↗

If Robinhood lists any of these as a token, it joins the rotation (until January 3rd).

No short positions disclosed. If one ever appears, it gets listed here and skipped: you can't short with a stock token.