Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Celsius
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Garmin
SPCE
+1
Two of the smaller positions in the Asymmetric Portfolio deserve some attention.
Feb 28, 2025
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