First tranche opened as a long-term physical AI / humanoid robotics supply-chain position. Target allocation over time: 4%.
Public portfolio snapshot · percentages only
Current portfolio.
What Edge Investing owns, roughly how it is weighted, and the thesis behind each position. Updated to include the first KOID and ARKG tranches.
Portfolio lines19
Largest lineBTCX · 16.3%
Price snapshot2026-05-19
Last generated2026-05-19
View portfolio archive →
Method: weights are based on the latest Portfolio OS live-price view and rounded for public display. Holdings may change without notice. No share counts, dollar values, average cost, or exact trade prices are published.
Method: weights are based on the latest Portfolio OS live-price view and rounded for public display. Holdings may change without notice. No share counts, dollar values, average cost, or exact trade prices are published.
Allocation map
Where the portfolio is pointed.
Concentrated by design. The goal is not to own everything; it is to own the assets that matter if the Edge view of the future is right.
Bitcoin16.3%
Crypto / AI infrastructure15.3%
Dry powder14.1%
Stablecoins / fintech8.4%
Edge AI / semis8.4%
AI compute8.2%
Enterprise workflow AI7.2%
Physical AI / robotics3.8%
AI biotech / genomics1.4%
Latest portfolio changes
What changed since the last snapshot.
This is the start of the Edge portfolio Time Machine: every meaningful update should preserve the old snapshot and explain what changed.
First tranche opened as a smaller AI biotech / genomics optionality sleeve. Target allocation over time: 2%.
Dry powder moved from roughly 20% to roughly 14% as capital started moving into new long-term themes.
Portfolio lines by weight
Owned for a reason.
Each card shows approximate portfolio weight, thesis, conviction/status, and the main risk that would force a rethink. Cash is shown as dry powder, not a security.
BTCX-B.TO
16.3%CI Galaxy Bitcoin ETF
Direct BTC exposure through a Canadian-listed vehicle.
What could change the view
Reduce if BTC thesis changes, vehicle structure worsens, or better exposure emerges.
GLXY
15.3%Galaxy Digital
If digital finance keeps institutionalizing and AI infrastructure scarcity keeps mattering, Galaxy may own two kinds of rails the market does not usually see in one public company.
What could change the view
Thesis weakens if AI/HPC economics fail to materialize or core crypto franchise loses relevance.
CAD
14.1%CAD Cash / Pending Reinvestment
Cash available for staged redeployment into higher-conviction AI, physical AI, digital rails, and opportunistic ideas.
What could change the view
Redeploy when target entry zones or staged buy plans are triggered.
CRCL
8.4%Circle
Circle is a bet that programmable digital dollars become core financial infrastructure and that USDC remains one of the trusted default stablecoins used by apps, businesses, and financial platforms.
What could change the view
Programmable money can be a massive category shift while the value accrues somewhere other than Circle.
QCOM.TO
8.4%Qualcomm
Qualcomm may be mispriced if on-device AI turns phones, PCs, cars, and edge devices into a larger compute platform.
What could change the view
The thesis weakens if edge AI does not show up in automotive, IoT, AI PC revenue, margins, or guidance.
NVDA.TO
8.2%NVIDIA
NVIDIA remains the primary AI compute platform with hardware, software, and ecosystem leverage.
What could change the view
Thesis weakens if platform moat erodes or growth decelerates without valuation support.
NOWS.TO
7.2%ServiceNow
Enterprise AI agents need workflow systems; ServiceNow may be a key action layer.
What could change the view
Reassess if AI features do not improve growth, retention, or enterprise workflow adoption.
AMZN.TO
5.4%Amazon
AWS, logistics, advertising, and AI services give Amazon multiple long-run compounding engines.
What could change the view
Reassess if AWS loses strategic relevance or retail margins structurally degrade.
MSFT.TO
4.3%Microsoft
Azure, Copilot, enterprise distribution, and OpenAI exposure make Microsoft central to AI adoption.
What could change the view
Reassess if AI spend fails to drive durable revenue or Azure loses momentum.
ETHY-B.TO
2.7%Purpose Ether Yield ETF
ETH exposure with potential benefit from smart-contract adoption and tokenized finance.
What could change the view
Reduce if ETH monetary/app thesis weakens or vehicle drag is too high.
KOID
2.0%KOID
Long-term position in the shift from digital AI to physical AI: machines that can see, move, manipulate objects, and perform useful work in warehouses, factories, logistics, healthcare, elder care, and eventually homes.
What could change the view
Thesis weakens if humanoid robotics stays stuck in demos, hardware costs do not fall, or the ETF does not map well to the real robotics supply chain.
RBOT.TO
1.8%Robotics/Automation ETF
Robotics and automation can compound as AI enters physical-world workflows.
What could change the view
Replace or reduce if holdings do not map well to the actual robotics thesis.
TECH.TO
1.7%Technology ETF basket
Broad tech exposure supports the portfolio’s AI/cloud/software theme.
What could change the view
Trim if overlap makes it redundant versus higher-conviction names.
UBER
1.5%Uber
Uber has platform scale, improving margins, and potential autonomous/ads/logistics upside.
What could change the view
Reassess if mobility economics deteriorate or autonomy bypasses Uber.
ARKG
1.4%ARK Genomic Revolution ETF
Smaller long-term position in the possibility that AI, genomics, single-cell data, diagnostics, and model-driven discovery improve how medicines are discovered, tested, and personalized.
What could change the view
Thesis weakens if AI improves early discovery but does not improve clinical success rates, or if ARKG remains mostly speculative biotech beta.
HELP.NE
1.1%Cybin Inc.
Long-shot bet that psychedelic-based medicines can be more effective and tolerable than traditional SSRIs.
What could change the view
Regulation, insurance, doctor comfort, clinic workflow, and reimbursement could keep use narrow for years.
RBLX
0.3%Roblox
Roblox is a scaled youth/social gaming platform with long-term creator-economy optionality.
What could change the view
Reassess if engagement or monetization stalls.
DIS.TO
0.1%Disney
Disney has durable IP and parks; streaming turnaround could improve economics.
What could change the view
Reassess if streaming/parks fail to offset legacy decline.
RCI-B.TO
0.0%Rogers Communications
Owning solely for the fact they own the Jays.
What could change the view
Remove if no clear portfolio role beyond the bit.
Disclosure
This page is for transparency and research context only. It is not investment advice, a recommendation, or a solicitation to buy or sell securities. Edge Investing may buy, sell, trim, add to, or exit any position without updating this page immediately.