Tri Peak Capital
A small family office.
Like, really small.
Managed by Nick Gray.
Portfolio allocation: July 2020
70% stocks (all US)
10% bonds and credit
10% private equity
Of the 70% stocks, 35% are tech and 35% are index.
Largest tech holdings are AMZN, TSLA, and GOOG.
Other investments at SFR3 and Saber Capital.