Good stuff dude! I still remember the first VP Bengaluru meetup where we met, and we’ve come a long way since then for sure. Clocking 46% CAGR is phenomenal and you should be very proud of that.
I only have Sinclair’s, Ambika, NESCO from your list but all of these I’ve part exited as the valuations grew. Cupid is perhaps the only live overlap but my allocation is very low there.
Of course our investing styles are different so I don’t expect much overlap anyway but strangely we have the same CAGR