LARAY.AI

Public holdings register

Holdings.
Track record.
Posture.

A map of our capital allocation and long-term positioning.

Target architecture

Conviction before category

50%Foundation
30%Mid-tier Market Contenders
20%Moonshots

Stock-sleeve framework only; conviction bands are not automatic per-name targets. Crypto is recorded separately. Actual weights and drift remain off this public page.

Holdings register

Six stocks. Two crypto assets. Three conviction bands.

Foundation

3 companies · 50%

  1. TeslaTSLA · Infrastructure · EV · Energy · AI · RoboticsDossier in progress
  2. AmazonAMZN · Infrastructure · Commerce · Cloud · AIDossier in progress
  3. SpaceXSPACEX · Infrastructure · Launch · Starlink · SpaceDossier in progress

Mid-tier Market Contenders

1 companies · 30%

  1. NikeNKE · Platforms · Athletics · Human Performance · Sports Science · Consumer PlatformDossier in progress

Moonshots

2 companies · 20%

  1. DuolingoDUOL · Platforms · Education · Consumer Subscription · AI · Personalized LearningDossier in progress
  2. RecursionRXRX · Healthcare · Drug Discovery · Computational Biology · AI · AutomationDossier in progress

Crypto

2 assets · allocation private

  1. BitcoinBTC · Financial · Digital Asset · Monetary Network · Store of Value · Machine CommerceDossier in progress
  2. DogecoinDOGE · Financial · Digital Currency · Payments · Open-source Network · Internet CultureDossier in progress