and I believe you're pretty heavily invested in Mata Libre, Amazon, but but also Reddit and some other names, too.
we record this when basically Amazon and also Reddit just reported earnings
Yeah, I think there might be a couple more percentages after today's earnings, but still. And you know, another company that just reported earnings and it's quite volatile is Reddit.
It's one of the few companies where we actually took some profits when we felt like the stock had risen too much. And I got to say, our timing there has been quite good. You initially pitched the stock at about $85 per share.
And if it wasn't for me, I got to take that one. You probably would have made it a larger position than just 2% of the portfolio at the time. Nowadays, it is a much larger position.
Unfortunately, I was never a user, so I just needed a bit more time to be convinced by the investment case. Long story short, 4 months after we bought the stock, it was up already 140% and we decided to take some profits off the table at that price.