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![RahulSetty_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::4711476314.png) Rahul Setty [@RahulSetty_](/creator/twitter/RahulSetty_) on x 5631 followers
Created: 2023-10-07 16:16:57 UTC

Q3 2023 portfolio update: The bludgeon continues in sub-$10b mkt caps, regardless of factor or sector. Fine by me, we are playing the long game here.
Adds: $FOUR $MELI $SE $CROX $DNP.WA $MNDY $HIMS $TMDX
Trims/sells: $TWLO $UPST $AFRM $MQ $CPNG $S $AVCR.V

![](https://pbs.twimg.com/media/F72NLEvbIAAJKpK.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1710690685303795828/c:line.svg)

**Related Topics**
[hims](/topic/hims)
[$avcrv](/topic/$avcrv)
[$hims](/topic/$hims)
[$dnpwa](/topic/$dnpwa)
[$se](/topic/$se)
[playing](/topic/playing)
[caps](/topic/caps)
[$10b](/topic/$10b)

[Post Link](https://x.com/RahulSetty_/status/1710690685303795828)