SJ's Investments

I primarily focus on the public market these days. I own long term investments, do sector rotation trades, and frequently swing trade familiar names. Holdings featured on the page are most likely outdated. NFA.

In the private market, I've only invested in a select few. If you are a seed stage founder, I can be helpful giving product feedback, connecting you to design resources, and introducing you to folks at Kleiner Perkins, Republic or some other investors who write larger checks.

Public
AllocationAvg CostUnrealized

Robinhood

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Consumer finance super app. Best in class at monetizing existing users. Avg cost set from Robinhood app 2026-09-21 (recent-trading average; excludes transferred-in lots — tax basis may be higher).

25.8%

$97.85+15%

Shopify

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Not an AI loser, betting with Thrive. Entered at ~$102 and fully exited @ ~$138.

2.6%

$135-4.6%

Duolingo

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It’s a marketing engine and a social game, not a language app. Entered at ~$109 and holding. Avg cost set from Robinhood app 2026-09-21 (recent-trading average; excludes transferred-in lots — tax basis may be higher).

2.5%

$149-3.4%