TechInvestment.com is an Australian private equity investment company focused on advanced technologies, including artificial intelligence (AI), graphics processing units (GPU), tensor processing units (TPU), quantum computing (QC), and robotics (eg Tesla Optimus Gen 2).
TechInvestment.com invests its own funds - it does not offer investment, wealth management or advisory services.
The portfolio includes all of the "Magnificent Seven" stocks: Alphabet (GOOG and GOOGL), Amazon (AMZN), Apple (AAPL), Tesla (TSLA), Meta Platforms (META), Microsoft (MSFT), and Nvidia (NVDA). These stocks represent about a third of the S&P 500 Index.
Also included in the portfolio are quantum computing companies: D-Wave (QBTS), Rigetti (RGTI) and IonQ (IONQ) and artificial intelligence company Palantir (PLTR).
The chart below shows the components and structure (weightings) of our portfolio:
This table shows the performance of our portfolio stocks as at 10 Dec 2025.
| Ticker | Weight | Mkt Cap USD |
*Profit | **12 Month Growth |
Company | News |
|---|---|---|---|---|---|---|
| AAPL | 64.14% 🏆 | 4.12 trn 👍 | 2,437.92% 👍 | 12.52% | Apple | News |
| AMZN | 5.67% | 2.48 trn | 1,142.04% | 3.00% | Amazon | News |
| GOOG | 3.93% | 3.87 trn | 1,395.83% | 72.09% | Alphabet | News |
| GOOGL | 5.01% | 3.87 trn | 391.69% | 72.93% | Alphabet | News |
| IBM | 0.02% | 292.26 bn | -0.45% | 34.93% | IBM | News |
| IONQ | 0.34% | 18.31 bn | 58.03% | 56.72% | IonQ | News |
| META | 3.18% | 1.64 trn | 4,712.12% 🏆 | 4.97% | News | |
| NVDA | 1.71% | 1.6 trn 🏆 | 40.10% | 36.06% | Nvidia | News |
| PLTR | 0.92% | 447.68 bn | 103.64% | 165.07% | Palantir | News |
| QBTS | 12.47% | 9.92 bn | 98.15% | 472.65% 🏆 | D-Wave Quantum | News |
| RGTI | 2.49% | 8.62 bn | 118.76% | 302.47% 👍 | Rigetti Computing | News |
| TSLA | 0.06% | 1.41 tn | 1.30% | 12.58% | Tesla | News |
*Profit = Profit since acquisition as calculated by CMC. **12 Month = Price increase over the past 12 months.
2 Dec 2025: ✅ D-Wave Quantum Inc. has formed a new business unit dedicated to driving the adoption of its quantum computing products and services with the U.S. government to support D-Wave’s enterprise-wide U.S. government-related initiatives. [D-Wave]
25 Nov 2025: ✅ Google’s tensor processing units (TPUs) Are Giving ✅ Nvidia a Run for Its Money [Bloomberg]
19 Nov 2025: ✅ Nvidia and ✅ Microsoft to invest USD 15 billion in Anthropic [Bloomberg]
18 Nov 2025: SoftBank sells entire holding of ✅ Nvidia
18 Nov 2025: ✅ Amazon, Microsoft, ✅ Nvidia, ✅ Palantir, Softbank sold down during a market correction. [CNBC]
18 Nov 2025: EU DORA names critical third party providers
Under the EU's Digital Operational Resilience Act (DORA), which started being applied in Jan 2025, the European Banking Authority [EBA], European Insurance and Occupational Pensions Authority [EIOPA] and European Securities and Markets Authority [ESMA] have nominated the following companies as critical ICT third-party service providers:
16 Nov 2025: ✅ Quantum computing update: ✅ IonQ, ✅ Rigetti, ✅ D-Wave, ✅ Alphabet. [NASDAQ]