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Chamath Tracker

$CHAMATHSSteven Wang

About Chamath Tracker

Tracking Chamath Palihapitiya’s stock picks based on his public holdings, commentary, and disclosed investments.

About the Creator

Founder and CEO of dub. Focused on building a low correlation portfolio of dub’s top creators and my own portfolios. Mainly value driven investing with occasional stock picking.

I’ve been trading since 2nd grade - starting on a Scottrade custodial account.

Activity

Total Rebalances1
Last RebalanceAug 25, 2025

Posts by Creator

Changes:GOOGL +10.0%TSLA +10.0%COIN +10.0%CRCL +10.0%SOFI +10.0%

$CHAMATH I'm rebalancing the portfolio to mirror Chamath’s latest themes based off what companies he's excited about from his All in Podcast scripts, his X posts, and his historical SPAC companies he's still excited about. The key themes are: AI winners, crypto plumbing, energy supply, and American resilience. For the specific breakdown; Google, Tesla, and Palantir for the AI and autonomy wave; Coinbase and Circle for the crypto rails; Constellation, Vistra, and First Solar for the coming power crunch; MP for U.S. critical minerals; SoFi as the fintech win from his SPAC days.