MAIN PORTFOLIO, IBKR ISA ONLY
Current Portfolio
A public record of the holdings I own in my IBKR ISA, the position sizes behind them, and the thinking I am sharing as the journey develops. Trading 212 is tracked separately as the £15k High Growth Challenge.
Total portfolio value: £220,550.14 including £42.64 cash.
IBKR ISA prior-business-day close: 8 September 2026. USD positions use USD/GBP 0.738452 for indicative GBP values.
| Symbol ↕ | Name ↕ | Shares ↕ | Latest price ↕ | Position value (GBP) ↕ | Weighting ↕ |
|---|---|---|---|---|---|
| ABCL | AbCellera | 2,001 | $11.44 | £16,904.23 | 7.66% |
| BETA | BETA Technologies | 1,000 | $21.14 | £15,610.88 | 7.08% |
| BMNR | BitMine | 200 | $24.77 | £3,658.29 | 1.66% |
| IONQ | IonQ | 105 | $40.47 | £3,137.94 | 1.42% |
| MSTR | Strategy | 100 | $136.52 | £10,081.35 | 4.57% |
| MU | Micron | 10 | $1,000.26 | £7,386.44 | 3.35% |
| PLTR | Palantir | 250 | $170.30 | £31,439.59 | 14.26% |
| QYLP | gx nasdaq 100 cov call ucits | 1,000 | £12.52 | £12,518.00 | 5.68% |
| RKLB | Rocket Lab | 2,000 | $65.87 | £97,283.67 | 44.11% |
| RMR | rome resources plc | 4,000,000 | £0.00 | £8,600.00 | 3.90% |
| SRFM | Surf Air Mobility | 18,200 | $0.63 | £8,463.06 | 3.84% |
| UBER | Uber | 100 | $73.13 | £5,400.30 | 2.45% |
| Cash | GBP Cash | – | £42.64 | £42.64 | 0.02% |
| Total portfolio value | £220,550.14 | 100.00% | |||
Tip: click any column heading to sort.
RESEARCH & INVESTMENT THESES
Explore the holdings
These links lead to company notes, investment theses and related writing. They are not buy recommendations.
PORTFOLIO WRITING
Articles on investments
Only posts filed under Investment Portfolio appear here.
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Concentrated Investing: Conviction, Position Size and Risk
A personal framework for concentrated investing, conviction, position size and risk.
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Monthly Portfolio Review: July 2026
A dated record of the main IBKR ISA at the 31 July 2026 close, the July reallocations and the concentration risks I am carrying.
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Uber (UBER) Investment Thesis: Cash Flow Today, Autonomous Upside Tomorrow
My current Uber thesis centres on an increasingly cash-generative marketplace and the option to become the demand and dispatch layer for autonomous fleets.
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Why I Made Rocket Lab 50% of My Portfolio
I sold smaller positions and made Rocket Lab roughly 50% of my portfolio. This is why I acted, the risks I accept and what would make me reassess.
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AbCellera (ABCL) 2026 Investment Update: Clinical Proof Is Now the Test
My 2026 AbCellera investment update. The next clinical readouts will test whether the platform can produce evidence that changes the investment case.
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BETA Technologies (BETA) Investment Thesis: Aircraft, Charging and Commercial Validation
My current BETA Technologies thesis centres on the ALIA aircraft, its charging ecosystem and whether early commercial relationships can turn into real deliveries.