Thomas Mead
Thomas Mead @ThomasMead97

Performance
All

45.21%2026
2026
34.93%2025
2025
5.84%2024
2024
45.2%0%-45.2%
Discussions
Thomas Mead
Thomas Mead
United Kingdom
5d
📊 𝐖𝐞𝐞𝐤𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 | 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝟕𝐭𝐡, 𝟐𝟎𝟐𝟔 The portfolio finished the week -𝟏.𝟐𝟔%. Not too much to report on the week. 📈 𝐓𝐨𝐩 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬 - 𝐍𝐕𝐃𝐀: +𝟓.𝟖𝟗% - 𝐀𝐑𝐌: +𝟓.𝟒𝟓% - 𝐀𝐏𝐇: +𝟒.𝟗𝟔% 📉 𝐁𝐨𝐭𝐭𝐨𝐦 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬 - 𝐂𝐃𝐍𝐒:... Show More
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AVGO
Broadcom Inc
361.99
1.16 (0.32%)
Thomas Mead
Thomas Mead
United Kingdom
11d
📊 𝐖𝐞𝐞𝐤𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 | 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝟏𝐬𝐭, 𝟐𝟎𝟐𝟔 The portfolio gained 📈 +𝟐.𝟑𝟖% last week, with software and technology holdings driving the overall advance. 𝐓𝐨𝐩 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬: • 📈 $𝐂𝐑𝐌 +𝟐𝟐.𝟑𝟗% – the standout contributor • 📈 $𝐂𝐃𝐍𝐒 +𝟔.𝟕𝟎% •... Show More
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CRM
Salesforce Inc
247.72
4.72 (1.94%)
Thomas Mead
Thomas Mead
United Kingdom
19d
📊 𝐖𝐞𝐞𝐤𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 𝐀𝐮𝐠𝐮𝐬𝐭 𝟐𝟒, 𝟐𝟎𝟐𝟔 The portfolio declined 📉 -𝟑.𝟒𝟔% for the week, with broad weakness across semiconductor and networking holdings. 𝐓𝐨𝐩 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬: - 📈 𝐈𝐍𝐓𝐔: +𝟔.𝟏𝟕% - 📈 𝐀𝐃𝐁𝐄: +𝟒.𝟐𝟕% - 📈 𝐌𝐄𝐋𝐈: +𝟒.𝟐𝟒% 𝐁𝐨𝐭𝐭𝐨𝐦... Show More
Thomas Mead
Thomas Mead
United Kingdom
26d
📊 𝐖𝐞𝐞𝐤𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 | 𝐀𝐮𝐠𝐮𝐬𝐭 𝟏𝟕, 𝟐𝟎𝟐𝟔 The portfolio finished the week 📈 +𝟎.𝟒𝟔%, with strong gains across several semiconductor and software holdings helping offset weakness in a few larger positions. 𝐓𝐨𝐩 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬: - 📈 $𝐋𝐑𝐂𝐗 +𝟔.𝟕𝟓% -... Show More
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LRCX
Lam Research Corp
298.22
0.2100 (0.07%)
Thomas Mead
Thomas Mead
United Kingdom
29d
USD 50K AUC - ACHIEVED! 🚀🎯 Good morning everyone, and a big THANK YOU! 🙏 We’ve officially eclipsed USD 50,000 in AUC - a major milestone and one I’ve been working hard towards for a long time. For those new here, I run a high-conviction, long-term portfolio focused on profitable technology companies,... Show More
Thomas Mead
Thomas Mead
United Kingdom
1mo
📊 𝐖𝐞𝐞𝐤𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞: 𝐀𝐮𝐠 𝟏𝟎𝐭𝐡, 𝟐𝟎𝟐𝟔 A strong week overall, with the portfolio gaining +𝟒.𝟗𝟖%. 📈 𝐓𝐨𝐩 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬 - $𝐀𝐑𝐌: +𝟏𝟕.𝟖𝟗% - $𝐍𝐕𝐃𝐀: +𝟏𝟏.𝟓𝟔% - $𝐀𝐕𝐆𝐎: +𝟗.𝟖𝟖% Additional strength came from $𝐌𝐒𝐅𝐓 (+𝟕.𝟓𝟗%), $𝐀𝐒𝐌𝐋... Show More
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ARM
ARM Holdings PLC
264.79
10.61 (4.17%)
Thomas Mead
Thomas Mead
United Kingdom
1mo
👋 𝐓𝐡𝐚𝐧𝐤 𝐘𝐨𝐮 & 𝐖𝐞𝐥𝐜𝐨𝐦𝐞 Firstly, thank you to everyone who's chosen to copy my portfolio. We've now grown to 41 copiers, and I genuinely appreciate every one of you. I joined the Pro Investor programme back in 2024, and it's been incredibly rewarding to see more investors... Show More
Thomas Mead
Thomas Mead
United Kingdom
1mo
𝐖𝐞𝐞𝐤𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 | 𝐀𝐮𝐠𝐮𝐬𝐭 𝟑, 𝟐𝟎𝟐𝟔 The portfolio gained +𝟏.𝟐𝟎% last week, with strong performance across several software and technology holdings more than offsetting weakness in semiconductors and hardware. 📈 𝐓𝐨𝐩 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫𝐬 • $MSFT (Microsoft)... Show More
Thomas Mead
Thomas Mead
United Kingdom
1mo
Edited
$MSFT (Microsoft) up over 10% following earnings beating expectations by 12%. Market reacting and back up we go (for now). It was always going to be an exciting evening yesterday and overall we got the result we wanted having just added back $MSFT to the portfolio. $MSFT now carries a 4.61% weighting... Show More
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MSFT
Microsoft
495.63
3.19 (0.65%)
Thomas Mead
Thomas Mead
United Kingdom
2mo
𝐖𝐞𝐞𝐤𝐥𝐲 𝐮𝐩𝐝𝐚𝐭𝐞 – 𝐉𝐮𝐥 𝟐𝟕, 𝟐𝟎𝟐𝟔 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞: • 📉 Total portfolio: -𝟎.𝟔𝟖% A relatively quiet week overall, with strength in AI infrastructure and semiconductor names helping offset weakness across several software and mega-cap technology holdings. 𝐓𝐨𝐩... Show More
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AMD
Advanced Micro Devices Inc
516.13
12.53 (2.49%)

About Thomas Mead
United Kingdom
Strategy: Growth

Private Wealth Manager | CISI Level 4 | High-Conviction Tech Growth
Show Full Bio
40 Copiers
264 Followers

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