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[@7LukeHallard](/creator/twitter/7LukeHallard)
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Sep 2025 = high conviction = bought / added = trimmed / sold X. $RKLB - Rocket Lab - XXXX% X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $WISE - Wise - XXX% X. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $IIND - India ETF - XXX% 15."  
[X Link](https://x.com/7LukeHallard/status/1967260637064515694) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-14T16:14Z 18.3K followers, 31.8K engagements


"@7FlyingPlatypus Breaks the fourth wall ("i only bought Greggs $GRG to give my podcast co-host a target for his slings and arrows")"  
[X Link](https://x.com/7LukeHallard/status/1971985825610236085) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-27T17:10Z 18.3K followers, XXX engagements


"What happens when you're too successful We tackle the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. We flip the script to find the answers. + White Fiber $WYFI could this be next AI data center play"  
[X Link](https://x.com/7LukeHallard/status/1972647560318984476) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-29T13:00Z 18.4K followers, 2099 engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Oct 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXX% X. $GOOGL - Alphabet - XXX% X. $TSLA - Tesla - XXX% X. $MELI - MercadoLibre - XXX% X. $AMZN - Amazon - XXX% X. $ASTS - AST SpaceMobile - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir -"  
[X Link](https://x.com/7LukeHallard/status/1978888154917568784) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, 17.5K engagements


"On the buy side I doubled my position in Novo Nordisk $NVO to a XXX% allocation. My thesis is centred on the upcoming oral version of Wegovy which showed superior results to competitors in clinical trials and is expected to get an FDA decision by year-end"  
[X Link](https://x.com/7LukeHallard/status/1978888162429571478) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements


"I had planned to add to Brazilian fintech NuBank this month but it appears the company is making a serious attempt to expand into North America. This makes me incredibly nervous as an investor. Sea Limited $SE had a disastrous few years following a botched overexpansion into Europe and South America and I'm still feeling the pain of this. I have a XXX% allocation to $NU so for now think I'm just going to wait and see how the international story plays out"  
[X Link](https://x.com/7LukeHallard/status/1978888168255717616) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, 1613 engagements


"I use a portfolio-wide Reverse Discounted Cash Flow analysis to stress-test the growth expectations of the stocks in my porfolio it's an invaluable 'sniff-test' on all the companies I own You can download my template at the link below:"  
[X Link](https://x.com/7LukeHallard/status/1978888170704961991) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:18Z 18.4K followers, 1392 engagements


"I've been investing in world-class companies committed to shaping a better future for the past XX years. Here's everything I own today plus details of the trades I've made in the past month: = high conviction at current valuation X. $USD - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $AXON - Axon - XXX% X. $RKLB - Rocket Lab - XXX% X. $NVDA - NVIDIA - XXX% XX. $AMZN - Amazon - XXX% XX. $TTD - The Trade Desk - XXX% XX. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $IIND"  
[X Link](https://x.com/7LukeHallard/status/1842170525423919540) [@7LukeHallard](/creator/x/7LukeHallard) 2024-10-04T11:50Z 18.4K followers, 41.5K engagements


"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA - 1.9%"  
[X Link](https://x.com/7LukeHallard/status/1900218866225070586) [@7LukeHallard](/creator/x/7LukeHallard) 2025-03-13T16:14Z 18.4K followers, 68.7K engagements


"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Apr 2025 = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $GOOGL - Alphabet - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA"  
[X Link](https://x.com/7LukeHallard/status/1912097938517426354) [@7LukeHallard](/creator/x/7LukeHallard) 2025-04-15T10:57Z 18.4K followers, 56.6K engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: May 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $RKLB - Rocket Lab - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AMZN - Amazon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% 15."  
[X Link](https://x.com/7LukeHallard/status/1922280237242466357) [@7LukeHallard](/creator/x/7LukeHallard) 2025-05-13T13:18Z 18.4K followers, 16K engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: June 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $NVDA - NVIDIA - XXX% 15."  
[X Link](https://x.com/7LukeHallard/status/1933258921235657118) [@7LukeHallard](/creator/x/7LukeHallard) 2025-06-12T20:23Z 18.4K followers, 29.5K engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Jul 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% 15."  
[X Link](https://x.com/7LukeHallard/status/1943981745881108736) [@7LukeHallard](/creator/x/7LukeHallard) 2025-07-12T10:32Z 18.4K followers, 13.1K engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Aug 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $IIND - India ETF - XXX% 15."  
[X Link](https://x.com/7LukeHallard/status/1956010907756101908) [@7LukeHallard](/creator/x/7LukeHallard) 2025-08-14T15:11Z 18.4K followers, 21.4K engagements


"Vodafone total outage in UK. I've lost phone plus all data for home (single point of failure error) Am literally sat in the car on driveway using Tesla browser to figure out what's going on"  
[X Link](https://x.com/7LukeHallard/status/1977754094421848465) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-13T15:11Z 18.4K followers, 5253 engagements


"@LoRezTrader I own both (ISRG since 2006) but respectfully the moats really aren't that comparable. $ISRG has literally trained a generation of surgeons on its solution it's culturally embedded. $TMDX has a leading solution but one that's replicable by a sufficiently motivated competitor"  
[X Link](https://x.com/7LukeHallard/status/1977480127631196215) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-12T21:02Z 18.4K followers, XXX engagements


"The net result of this rebalancing is an increase in my cash position from XXXX% to 18.7%. Given prevailing market conditions which seem stretched my current target is to get closer to XX% cash (plus fixed income) by year-end"  
[X Link](https://x.com/7LukeHallard/status/1978888165956911310) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements


"This month saw a significant rebalancing prompted by some sleepless nights over high valuations and portfolio concentration My biggest move was trimming my largest holding Rocket Lab $RKLB. There's no change in my long-term conviction for the company this was purely a risk management decision to reduce the position size with a goal of getting to XX% exposure by year end"  
[X Link](https://x.com/7LukeHallard/status/1978888157421539816) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements


"I also trimmed Palantir $PLTR and Axon $AXON due to concerns over their demanding valuations and also excessive stock-based compensation at Axon. My Reverse DCF model suggests they both need to grow free cash flow by over XX% annually for ten years to justify the current price which seems rather a stretch I plan to revalidate my thesis for Axon once Q3 results arrive in November"  
[X Link](https://x.com/7LukeHallard/status/1978888159988760826) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements


"I also cleaned house by selling my entire position in Airtel Africa $AAF. While the original thesis remains intact I was no longer tracking it closely enough and prefer to concentrate capital into holdings where I have higher conviction and active interest"  
[X Link](https://x.com/7LukeHallard/status/1978888164321431830) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements


"@BleedingEdgeAM @OwenRask I see they're rolling out FSD beta in the Aus market Anirban. London is next year apparently. I didn't spec FSD on my Highland didn't expect progress in this market so soon. How did they market the pilot program to Tesla owners where you're based"  
[X Link](https://x.com/7LukeHallard/status/1979432232960872568) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-18T06:19Z 18.4K followers, XXX engagements