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Inflection Growth Fund

$VETGROWTHvvetetim

About Inflection Growth Fund

These are growth stocks that are at an inflection point usually going from growth at all costs towards gaap profitability and sustained growth. They have great competitive advantages and great leadership.

Asset Breakdown

MRNA37.35%
ZETA25.62%
APP21.62%
INOD15.41%

About the Creator

I have been investing in the markets for over 11 years and have annualized over 23% returns during that time. I have an educational background in economics and corporate finance with both masters in applied economics and an MBA. I have a substack vetetiminsights as well as a tiktok vet3tim where i share my investing ideas. Stay in touch by joining the discord https://discord.gg/WAV4rNawMY

Activity

Total Rebalances5
Last RebalanceOct 21, 2026

Posts by Creator

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Changes:APP +5.2%MRNA +2.1%INOD -5.8%ZETA -1.5%

$VETGROWTH allocating more into app trimming a little of mrna still keeping the same four companies

Changes:APP +15.0%MRNA +8.4%CEG -14.4%ZETA -7.3%INOD -1.6%

removed ceg going long applovin super undervalued. will continue to hold a large position in mrna.

Changes:CEG +14.4%ZETA +2.3%MRNA +1.6%SOFI -15.0%INOD -3.4%

got rid of sofi for ceg alot more macro upside here than owning sofi with hawkish fed