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Chamath Palihapitiya
🥈Venture investor, founder of Social Capital. Often called 'the dictator.'
+30.4%
vs S&P -2.5% · 6 public positions
The Chamath portfolio
iHow this portfolio is scored
We put $1,000 into each name the day Chamath turned bullish or bearish on it as a real call — a clear take, a ranked pick, a short — and hold until they back off, then compare to putting the same money in the S&P over the exact same stretch. Just talking about a stock never counts. Click any marker for the call behind it.
6 calls we could put a price on — $1,000 in each, measured against the S&P over the same stretch.
| Call | Entry | Return | Alpha |
|---|---|---|---|
| GoogleGOOGL | Jun 23, 2025 | +116.2% | +90.4pp |
| AdobeADBE | Jul 7, 2025 | +40.7% | +62.3pp |
| Enterprise application software (basket)IGV | Jan 6, 2025 | +9.1% | +35.9pp |
| IPO marketIPO | Jan 12, 2026 | +18.9% | +10.3pp |
| Magnificent Seven (basket)MAGS | Jan 6, 2025 | -19.4% | +7.4pp |
| TeslaTSLA | Jun 23, 2025 | +16.9% | -8.8pp |
Signature takes
SpaceX →Commentary
“It's an incredible company. It's a one of one. It's just a unique, unique animal. I think that the highest price to sales was essentially these last few days. And now it's just going to grow into its valuation and generally just grow”
E277· Jun 19, 2026
Anthropic →Commentary
“I think the revenue run rate of this business continues to accelerate. All of it's incredible, but I want to understand this person. I am paying millions of dollars, and so I just want to understand.”
E277· Jun 19, 2026
“I think the low end of the market is basically finished. I think there, there is no safe space. I think the high end of the market where Marc operates, where the large monoliths operate is quite safe.”
E273· May 15, 2026
Every company Chamath has discussed
91 companiesBullish or bearish marks a name Chamath actually positioned on — the holdings in the portfolio above. Everything else is commentary. Tap a row to read the take.
| Company | View | Last said | Takes | Since |
|---|---|---|---|---|
| OpenAI | Commentary | Jul 11, 2026 | 19 | — |
| MetaMETA | Commentary | Jul 11, 2026 | 10 | — |
| Anthropic | Commentary | Jul 11, 2026 | 17 | — |
| SpaceXSPCX | Commentary | Jun 19, 2026 | 12 | — |
| AmazonAMZN | Commentary | Jun 19, 2026 | 2 | — |
| Cursor | Commentary | Jun 19, 2026 | 1 | — |
| NvidiaNVDA | Commentary | May 22, 2026 | 13 | — |
| SalesforceCRM | Commentary | May 15, 2026 | 5 | — |
| Enterprise SaaS sector (low-end / vertical) | Commentary | May 15, 2026 | 1 | — |
| AppleAAPL | Commentary | May 8, 2026 | 8 | — |
| Hyperscalers (Amazon, Microsoft, Google, Meta) | Commentary | May 1, 2026 | 1 | — |
| Hyperscaler CapEx beneficiaries (capital equipment / infrastructure) | Commentary | May 1, 2026 | 1 | — |
| Enterprise SaaS (broad sector) | Commentary | Apr 24, 2026 | 1 | — |
| Bloom EnergyBE | Commentary | Apr 17, 2026 | 1 | — |
| Enterprise SaaS / software sector | Commentary | Apr 3, 2026 | 1 | — |
| High asset, low obsolescence (HALO) businesses | Commentary | Apr 3, 2026 | 1 | — |
| Bitcoin / Crypto | Commentary | Apr 3, 2026 | 1 | — |
| GoogleGOOGL | Bullish | Mar 27, 2026 | 18 | +111.8% |
| SaaS sector | Commentary | Mar 27, 2026 | 2 | — |
| OilUSO | Commentary | Mar 13, 2026 | 2 | — |
| CoreWeave | Commentary | Feb 13, 2026 | 3 | — |
| GoldGLD | Commentary | Feb 13, 2026 | 5 | — |
| FerrariRACE | Commentary | Feb 13, 2026 | 1 | — |
| CopperCPER | Commentary | Jan 30, 2026 | 1 | — |
| Moonshot AI (Kimi) | Commentary | Jan 30, 2026 | 1 | — |
| IPO MarketIPO | Bullish | Jan 10, 2026 | 2 | +30.0% |
| California Real Estate | Commentary | Jan 10, 2026 | 1 | — |
| Capital Equipment Sector | Commentary | Jan 10, 2026 | 1 | — |
| Groq | Commentary | Dec 31, 2025 | 2 | — |
| California Municipal Bonds | Commentary | Dec 31, 2025 | 1 | — |
| New York TimesNYT | Commentary | Dec 13, 2025 | 1 | — |
| Tether | Commentary | Nov 22, 2025 | 1 | — |
| Palantir TechnologiesPLTR | Commentary | Nov 14, 2025 | 1 | — |
| TeslaTSLA | Bullish | Oct 24, 2025 | 5 | +129.1% |
| Polymarket | Commentary | Oct 24, 2025 | 3 | — |
| MP MaterialsMP | Commentary | Oct 17, 2025 | 1 | — |
| SK Hynix000660.KS | Commentary | Oct 10, 2025 | 1 | — |
| Electronic ArtsEA | Commentary | Oct 3, 2025 | 1 | — |
| Private Equity (broad sector) | Commentary | Oct 3, 2025 | 1 | — |
| Silver Lake | Commentary | Oct 3, 2025 | 1 | — |
| Unity SoftwareU | Commentary | Oct 3, 2025 | 1 | — |
| IntelINTC | Commentary | Aug 29, 2025 | 1 | — |
| Perplexity | Commentary | Jul 11, 2025 | 2 | — |
| Scale AI | Commentary | Jul 11, 2025 | 1 | — |
| Figma | Commentary | Jul 4, 2025 | 1 | — |
| AdobeADBE | Bearish | Jul 4, 2025 | 1 | -40.7% |
| S&P 500 / Broad Equities (levered long) | Commentary | Jun 28, 2025 | 1 | — |
| New York City real estate | Commentary | Jun 28, 2025 | 1 | — |
| MicrosoftMSFT | Commentary | Jun 21, 2025 | 2 | — |
| SnowflakeSNOW | Commentary | Jun 21, 2025 | 1 | — |
| AWS / Azure / GCP cloud basket | Commentary | Jun 21, 2025 | 1 | — |
| US SteelX | Commentary | May 31, 2025 | 1 | — |
| US Treasuries / Bond Market | Commentary | May 24, 2025 | 1 | — |
| Large US Pharma / Biotech sector | Commentary | May 17, 2025 | 1 | — |
| Stripe | Commentary | May 9, 2025 | 4 | — |
| Venture Capital (asset class) | Commentary | May 9, 2025 | 1 | — |
| Credit Default Swaps (CDS / corporate credit protection) | Commentary | Apr 5, 2025 | 1 | — |
| Enterprise SaaS / Software Industrial Complex | Commentary | Mar 29, 2025 | 1 | — |
| Wiz | Commentary | Mar 22, 2025 | 2 | — |
| Magnificent Seven / Mag 7 | Commentary | Mar 8, 2025 | 1 | — |
| Magnificent Seven | Commentary | Mar 1, 2025 | 1 | — |
| US Treasury Bonds (10-year) | Commentary | Mar 1, 2025 | 1 | — |
| Figure | Commentary | Mar 1, 2025 | 1 | — |
| Anduril Industries | Commentary | Feb 15, 2025 | 1 | — |
| TikTok (ByteDance US asset) | Commentary | Jan 25, 2025 | 1 | — |
| BroadcomAVGO | Commentary | Jan 25, 2025 | 1 | — |
| Stablecoins (US dollar-backed) | Commentary | Jan 25, 2025 | 1 | — |
| TikTok / ByteDance | Commentary | Jan 18, 2025 | 1 | — |
| Waymo | Commentary | Jan 11, 2025 | 1 | — |
| Software industrial complex / enterprise SaaS (basket)IGV | Bearish | Jan 4, 2025 | 2 | +0.2% |
| Magnificent Seven (basket)MAGS | Bearish | Jan 4, 2025 | 1 | +19.4% |
| CDS / credit protection (macro) | Commentary | Jan 4, 2025 | 1 | — |
| Traditional auto OEMs (basket) | Commentary | Jan 4, 2025 | 1 | — |
| Dollar-denominated stablecoins (macro/sector) | Commentary | Jan 4, 2025 | 1 | — |
| BitcoinIBIT | Commentary | Nov 16, 2024 | 3 | — |
| Bank of AmericaBAC | Commentary | Nov 1, 2024 | 1 | — |
| StarbucksSBUX | Commentary | Oct 25, 2024 | 2 | — |
| UberUBER | Commentary | Oct 18, 2024 | 1 | — |
| ExpediaEXPE | Commentary | Oct 18, 2024 | 1 | — |
| Florida Coastal Real Estate | Commentary | Oct 11, 2024 | 1 | — |
| Venture Capital industry | Commentary | Sep 20, 2024 | 1 | — |
| AirbnbABNB | Commentary | Sep 6, 2024 | 1 | — |
| Palo Alto NetworksPANW | Commentary | Sep 6, 2024 | 1 | — |
| Adyen | Commentary | Sep 6, 2024 | 1 | — |
| BoeingBA | Commentary | Aug 16, 2024 | 1 | — |
| Pershing Square Capital Management | Commentary | Aug 2, 2024 | 1 | — |
| Magnificent Seven / Mega-cap AI stocks | Commentary | Jul 12, 2024 | 1 | — |
| AI infrastructure / hyperscaler capex basket | Commentary | Jul 12, 2024 | 1 | — |
| Safe Superintelligence Inc. (SSI) | Commentary | Jun 29, 2024 | 1 | — |
| Texas Stock Exchange (TXSE) | Commentary | Jun 7, 2024 | 1 | — |
| Glue | Commentary | May 17, 2024 | 1 | — |
