The All-Index
000660.KS▲ 390.9%PLTR▲ 254.2%DELL▲ 180.4%HOOD▲ 165.6%TSLA▲ 122.5%GOOGL▲ 92.4%AVGO▲ 90.8%WMT▲ 64.9%PANW▲ 65.3%NVDA▲ 41.7%BE▲ 19.7%LLY▲ 32.9%BABA▲ 31.5%AAPL▲ 8.9%NYT▲ 10.3%AMZN▲ 12.9%SIEGY▲ 0.9%EA▲ 1.2%CRM▼ 6.8%RACE▼ 4.1%META▼ 6.5%ORCL▼ 18.0%MSFT▼ 26.0%LNG▼ 18.9%U▼ 29.6%MP▼ 29.7%CRCL▼ 0.7%ADYEN▼ 37.6%COIN▼ 50.7%000660.KS▲ 390.9%PLTR▲ 254.2%DELL▲ 180.4%HOOD▲ 165.6%TSLA▲ 122.5%GOOGL▲ 92.4%AVGO▲ 90.8%WMT▲ 64.9%PANW▲ 65.3%NVDA▲ 41.7%BE▲ 19.7%LLY▲ 32.9%BABA▲ 31.5%AAPL▲ 8.9%NYT▲ 10.3%AMZN▲ 12.9%SIEGY▲ 0.9%EA▲ 1.2%CRM▼ 6.8%RACE▼ 4.1%META▼ 6.5%ORCL▼ 18.0%MSFT▼ 26.0%LNG▼ 18.9%U▼ 29.6%MP▼ 29.7%CRCL▼ 0.7%ADYEN▼ 37.6%COIN▼ 50.7%
Home
C

Chamath Palihapitiya

🥉

Venture investor, founder of Social Capital. Often called 'the dictator.'

+37.8%
vs S&P +23.9% · 4 public calls

The Chamath portfolio

iHow this portfolio is scored
$1,000 per name, in the market only while their position calls said in — entered on a clear buy, exited on a clear out, re-entries included — vs the S&P held over the identical windows. Commentary and criticism never trade. Click any ▲/▼ marker for the call behind it.
0%+54.1%GOOGL ▲GOOGL — entered May 17, 2024 · click for the takeNVDA ▲NVDA — entered Feb 21, 2025 · click for the takeTSLA ▲TSLA — entered Jun 13, 2025 · click for the takePLTR ▲PLTR — entered Nov 14, 2025 · click for the take+37.8%+23.9%May 17, 2024Jun 11, 2026ChamathS&P (SPY)
CallReturnAlpha
Google GOOGL+102.6%+63.2pp
NVIDIA NVDA+52.0%+29.0pp
Tesla TSLA+21.8%-1.8pp
Palantir PLTR-25.0%-34.8pp

Signature takes

SpaceX →Bullish
“I'm buying probably the most important internet infrastructure project that's happened since the internet itself... terrestrial data centers alone are $100 or $200 billion of revenue by 2030, 2032. Just— and that means just building it. So”
E274· May 22, 2026
Anthropic →Bullish
“Anthropic and OpenAI's revenue performance has nothing to do with demand. Zero. It is entirely to do with the supply constraints that exist in data centers and specifically in power. If they had infinite power, I think that their revenues”
E272· May 8, 2026
SpaceX →Bullish
“By actually landing a bunch of terrestrial capacity, I think you start to blunt that because you can now start to say that even if the orbital data centers get delayed by a few months or a few quarters... he now has a structural core”
E272· May 8, 2026
The rest of the table:JasonJasonSacksSacksFriedbergFriedberg