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Portfolio
Weekly visibility into the Hunting Alphas' portfolio composition and weights.
22 May'26 Portfolio
Betting on industrial technology themes.
15 May'26 Portfolio
Increasing energy exposure.
8 May'26 Portfolio
Betting on winners from the global AI buildout
1 May'26 Portfolio
Bullish on global industrials
24 Apr'26 Portfolio
The AI and capex trade
17 Apr'26 Portfolio
Positioned for a bull market
10 Apr'26 Portfolio
A lot of risk-on ideas.
