Objective & Strategy
Sharek’s Growth Stock Portfolio invests in companies with Estimated Long Term Growth Rates of 15% or greater.
- Portfolio Style: Separately Managed Accounts
- Number of Positions: 35 to 50
- Equity Style: Large, Medium and Small Cap Growth
- Minimum Account Size: $100,000
- Annual Management Fee: 2% to 3%
- Incentive Fee: None
Top Holdings as of December 31, 2021
| Rank | Stock | Est. Rev. Growth 2020-2023 |
| 1 | Nvidia (NVDA) | 32% |
| 2 | Sea (SE) | 68% |
| 3 | Upstart (UPST) | 108% |
| 4 | Applovin (APP) | 68% |
| 5 | Celsius (CELH) | 79% |
| 6 | Atlassian (TEAM) | 26% |
| 7 | Zscaler (ZS) | 47% |
| 8 | Square (SQ) | 38% |
| 9 | MercadoLibre (MELI) | 48% |
| 10 | Hubspot (HUBS) | 33% |
Sector Allocations as of DECEMBER 31, 2021
| Technology | 64% |
| Retail & Travel | 7% |
| Industrials & Energy | 3% |
| Cash | 8% |
| Financial | 14% |
| Healthcare | 0% |
| Food & Necessities | 4% |