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%
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S

David Sacks

🥇

Entrepreneur/investor (PayPal mafia, Yammer). 'The Rain Man.'

+175.4%
vs S&P +37.7% · 2 public calls

The Sacks 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%+319.4%CRM ▲CRM — entered May 31, 2024 · click for the takePLTR ▲PLTR — entered Jul 26, 2024 · click for the take+175.4%+37.7%May 31, 2024Jun 11, 2026SacksS&P (SPY)
CallReturnAlpha
Palantir PLTR+380.0%+344.5pp
Salesforce CRM-29.2%-69.1pp

Signature takes

Anthropic →Bullish
“Unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history. A trillion dollars of ARR. Growing at some exponential.”
E272· May 8, 2026
SpaceX →Bullish
“This deal fixes that problem. Elon's now able to have a frontier model company, but he's able to now not have these massive unpaid-for CapEx commitments, right? Because he's able to kind of lease that capacity.”
E272· May 8, 2026
Google →Bullish
“If there is a single reason why OpenAI did not hit its user targets... you'd have to say it's because Google managed to take meaningful share. They were basically nowhere a year or so ago... they did a brilliant job improving Gemini and”
E271· May 1, 2026
The rest of the table:ChamathChamathJasonJasonFriedbergFriedberg