Eyein' Jacob: A Look at Jacob Internet's Top 10

You won't find the usual gang of dot-com suspects in the new Jacob Internet fund. Save for two notable exceptions, eBay (EBAY Quote) and CMGI (CMGI Quote), the portfolio does not contain the name-brand Internet companies many managers have been feasting on this year.

Monday, TheStreet.com watched over high-profile portfolio manager Ryan Jacob's shoulder as he built his much-anticipated new mutual fund, company by company, on the condition that it didn't immediately reveal his holdings.

Jacob, who is still building positions in select stocks with some of the more than $150 million he has received from investors, released his 10 largest holdings Thursday night. ...