Maple Leaf Investor 🇨🇦

Portfolio update - December 6, 2025 Started a new position in $ALAB. Current Portfolio: $RBRK 23,8% $ANET 21,5% $NU 18,6% $MELI 18,4% $ALAB 9,0% $FTNT 8,7% YTD performance: Portfolio: 27,32% $QQQ: 22,59% $SPY: 17,28%

Portfolio update - December 6, 2025 Started a new position in $ALAB. Current Portfolio: $RBRK 23,8% $ANET 21,5% $NU 18,6% $MELI 18,4% $ALAB 9,0% $FTNT 8,7% YTD performance: Portfolio: 27,32% $QQQ: 22,59% $SPY: 17,28%

Portfolio update - October 20, 2025 I bought more $MELI today. Current Portfolio: $MELI 25,4% $RBRK 23,6% $ANET 22,3% $NU 15,8% $FTNT 12,8% YTD performance: Portfolio: 23,78% $QQQ: 19,86% $SPY: 14,82%

RUBRIK $RBRK JUST REPORTED EARNINGS | Q3 FY2026 • Revenue: $316.6M • Subscription ARR: $1.347B • Free Cash Flow: $76.9M  • Cash & Short-Term Investments: $1.60B  Customer & Product Metrics • Customers with >$100K ARR: 2,638, up 27% YoY  • New product launches include Rubrik Agent Cloud and Okta Recovery solutions  Guidance • Q4 Revenue: $341M–$343M  • Q4 Non-GAAP EPS: –$0.12 to –$0.10 • FY26 Revenue: $1.28B–$1.282B  • FY26 FCF: $194M–$202M

I see $rbrk hitting 332-346M revenue, so 339M at midpoint, or a 5.5% beat at midpoint

Yeah, I kind of regret not selling $PYPL back in January when it was ~$90 a share. 🫣

*MILEI'S PARTY ON TRACK TO FINISH FIRST IN ARGENTINA MIDTERM

$RBRK = my biggest bet of all time 🎲