Shadow Research Portfolio
Basic Stats
| Top 5 (%) | 69.4% |
| Average Holding Period | 3 yr 4 mo |
| Lifetime MWR CAGR | +17.6% |
| Lifetime TWR CAGR | +5.6% |
| Est. Forward Return (10yr) | +18.9% |
Forward Return Breakdown
| Ticker | Weight | CAGR | Contribution |
|---|---|---|---|
| TSM | 23.7% | +14.0% | +3.4% |
| META | 20.8% | +17.7% | +3.7% |
| SNOW | 9.4% | +21.7% | +2.1% |
| NFLX | 8.6% | +18.7% | +1.6% |
| TSLA | 6.9% | +38.0% | +2.6% |
| DE | 6.6% | +9.8% | +0.7% |
| TEAM | 5.2% | +14.2% | +0.7% |
| FICO | 4.8% | +21.7% | +1.0% |
| CELH | 4.7% | +26.7% | +1.3% |
| CMG | 3.7% | +16.8% | +0.6% |
| LMND | 3.1% | +29.8% | +0.9% |
| COINest. | 1.6% | +15.0% | +0.2% |
| Total | 99.1% | +18.9% |
Portfolio vs S&P 500
Portfolio
S&P 500
Portfolio Breakdown
Today2026
Portfolio value vs today—
| Ticker↕ | % Portfolio↓ | Cost Basis / Share↕ | Chg. Shares (3mo)↕ | Hold Period↕ | Return↕ | CAGR↕ |
|---|---|---|---|---|---|---|
TSMTaiwan Semiconductor Manufactur | 23.7% | $171.69 | — | 3 yr 10 mo | +118.7% | +41.9% |
METAMeta Platforms, Inc. | 20.8% | $388.83 | +0.1% | 5 yr | +56.9% | +17.9% |
SNOWSnowflake Inc. | 9.4% | $182.34 | — | 5 yr 8 mo | +51.3% | +13.4% |
NFLXNetflix, Inc. | 8.6% | $66.31 | +100.0% | 4 mo 15 d | -4.4% | -20.1% |
TSLATesla, Inc. | 6.9% | $142.25 | — | 3 yr 10 mo | +151.8% | +33.4% |
DEDeere & Company | 6.6% | $468.52 | +0.3% | 1 yr 9 mo | +43.4% | +23.5% |
TEAMAtlassian Corporation | 5.2% | $81.43 | — | 9 mo 5 d | +88.7% | +138.1% |
FICOFair Isaac Corporation | 4.8% | $612.71 | NEW | 1 mo 9 d | +15.0% | +268.8% |
CELHCelsius Holdings, Inc. | 4.7% | $39.57 | — | 2 yr 3 mo | -18.7% | -18.2% |
CMGChipotle Mexican Grill, Inc. | 3.7% | $34.01 | — | 1 yr | +1.2% | +1.2% |
LMNDLemonade, Inc. | 3.1% | $48.29 | — | 5 yr 6 mo | -18.1% | -6.0% |
COINCoinbase Global, Inc. | 1.6% | $191.00 | — | 4 yr 4 mo | -29.5% | -11.0% |
$ CASHCash & equivalents | 0.9% | $1.00 | — | — | +0.0% | +0.0% |
FIGFigma, Inc. | 0.0% | $33.00 | — | 1 yr 3 mo | -42.4% | -35.2% |
Portfolio FCF & Net Income Evolution (2020–2025)
FCF
Net Income
Lines = YoY Growth →
FCF 5Y CAGR+28.9%
NI 5Y CAGR+26.2%
2025 FCF$1.8k
2025 NI$1.8k
Values = (company FCF or NI ÷ diluted shares outstanding) × current share count · Current positions only · Non-Dec FY mapped: DE (Oct) → same CY, SNOW (Jan) → prior CY, TEAM (Jun) → same CY, FICO (Sep) → same CY
Prices as of November 7, 2026 · Refreshes every 15 minutes · Performance vs S&P 500 uses Modified Dietz MWR methodology · CAGR flagged ⚠ for positions held <6 months