Portfolio Updates

Shawarma Capital Portfolio Update: July 11, 2026

Two round-trips booked and stepped aside from the chop, BGDE plus fourteen and CCXI plus nineteen, re-entry under review. The held book from Rubrik near…

Jul 12 • Shawarma Capital

Shawarma Capital Portfolio Update - June 15, 2026

2 months in… up 50%

Jun 15 • Shawarma Capital

Shawarma Capital Portfolio Update - April 16, 2026

Three weeks in. Six for six. Posting a mid-month update every month going forward.

Apr 17 • Shawarma Capital

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