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Geoffrey Woo Portfolio

Public, weights-only allocation map. Mirror by percentage without private records, share counts, or dollar values.

AI core positions Research Targets Backtest Open Today

Mirror by percentage weights; do not use share counts. Keep your own cash, taxes, concentration, and timing rules.

Copy The Public Weights

The clean way to copy this portfolio is to size each ticker as a percentage of your own public-equity sleeve. Do not copy share counts, private values, margin, taxes, or timing blindly.

Ready to copy sanitized ticker weights.

Current Position Weights

Public snapshot

Thesis Buckets

Where the AI-max bet lives
Affiliated fund

Anti Fund Growth I, LP

antifund.com

Geoffrey Woo's affiliated private tech crossover fund. The Anti Fund link is marketing context; Growth I is not a public-stock fund and is not included in the public position weights above.

Private-growth weights Secondary to public positions

Concentration Map

Largest weights and buckets

Rebalance Notes

Current target deltas

What Changed Recently

Top 5-day return drivers