I buy and hold. Mostly stocks, mostly tech, and mostly forever.
Nick Gray's (very small) Family Office. No angel investing, no VC, no crypto.
AllocationNov 2025 report →
Stocks
87%
Real estate
6%
Cash
5%
Credit, PE, other
2%
Real estate is carried at my basis. This is not investment advice.
Largest holdingsThesis →
- $NET Cloudflare Edge compute and TAM expansion SINCE 2020 36%
- $TSLA Tesla Blind faith in Elon Musk SINCE 2018 8%
- $AMZN Amazon Early retail customer SINCE 2002 7%
- $GOOG Google Early AdWords customer SINCE 2005 6%