held.A PERSONAL PORTFOLIO BY LIP
15 min updates
THE BIG PICTURE

Where I’m invested.

The companies and funds I hold. A little perspective on how they fit together.

Prices, in perspectiveChecked every 15 min · May be delayed
Since launch tracker for friends
From 4 Sep 2026 close · Launch holdings · EUR
—Checking closing prices…

The mix

Company exposure · Compared in EUR

Updating daily FX…

SK Hynix · Largest positionSamsung Electronics · Position #2Micron · Position #3SpaceX · Position #4Amazon · Position #5Intel · Position #6Alphabet · Position #7Apple · Position #8Bloom Energy · Position #9Roundhill Memory ETF · Position #10AMD · Position #11Marvell · Position #12NVIDIA · Position #13Meta Platforms · Position #14Credo Technology · Position #15Eli Lilly · Position #16Astera Labs · Position #17Thermo Fisher · Position #18Roundhill Neocloud ETF · Position #19Ginkgo Bioworks · Position #20Joby Aviation · Position #21Danaher · Position #22
LIP’S PORTFOLIO22companies & fundsA shared snapshot
Listings of the same company are combined. Tap to explore.
Actual proportions. No balances or allocation percentages.

Memory exposure

Total portfolio · Active + Passive

Memory, 7 holdingsNon-memory, 18 holdings
Memory holdings
HY9HSMSNMUSKHYSMSDDRAMMTE

By holding. Samsung and the Memory ETF are counted in full.

Compared in EUR · Saved FX proportions · Latest available prices

The positions

25
Largest first
COMPANY / FUNDVS. AVG. BUY

Price return versus average buy. Tap a holding for details.