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Loser pays for golf

Data through Oct 29, 2026
Snapshot Oct 29, 7:00 PM ET

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GENE

Gene's portfolio

$84,628.59

−$2,016.92(−2.33%)•

−1.33% vs S&P 500

Market closedUpdated Oct 29, 7:00 PM ET

Opens in 6h 4m

S&P 500−1.00%

GeneYou−2.33%

Holdings

Best day +$12,501 · May 6Worst day −$9,206 · Jun 5

179.86 shares • $41.61

+3.95% • +$284

673.85 shares • $5.92

+1.41% • +$54

Monte Rosa Therapeutics

529.10 shares • $10.87

+0.18% • +$11

Vivos Therapeutics

6666.67 shares • $0.12

−0.00% • −$0

CRISPR Therapeutics

217.96 shares • $54.26

−1.38% • −$163

7.41 shares • $1,675.70

−1.49% • −$184

Zebra Technologies

41.48 shares • $377.38

−1.90% • −$304

150.78 shares • $59.10

−2.63% • −$232

160.93 shares • $26.81

−3.28% • −$143

224.82 shares • $66.44

−8.58% • −$1,340

Portfolio breakdown

By sector

About this portfolio

✦Claude analysis

Frontier venture

Gene's portfolio reads like a venture sleeve — every name is a bet that a specific frontier-tech category breaks through in the years ahead.

Nuclear takes the headline weight, with both small-modular-reactor pure-plays: Oklo (the Sam Altman–backed startup with the compact fast-reactor design) and NuScale (the most-permitted SMR developer in the US). Either could end up powering the next generation of data centers if licensing timelines accelerate.

Themes

Frontier tech

Healthcare & biotech

Crypto & digital assets

Why these picks

No thesis yet

Share the why behind Gene’s picks — a big-picture theme plus a quick take on each holding.