Behavior signals (lifetime)
Dip response
—
—
when a holding falls −10%+
Middle response
—
—
Rally response
—
—
when a holding rises +10%+
Top positions · 30
| Ticker | $ value | % port | YoY | Hold time |
|---|---|---|---|---|
| NVDANVIDIA Corporation | $7.12B | 6.1% | — | 0.3 yr |
| AAPLApple Inc. | $6.36B | 5.4% | — | 0.3 yr |
| MSFTMicrosoft Corporation | $4.72B | 4.0% | — | 0.3 yr |
| AZNAstraZeneca PLC | $3.62B | 3.1% | — | 0.3 yr |
| AMZNAmazon.com, Inc. | $3.47B | 3.0% | — | 0.3 yr |
| GOOGLAlphabet Inc. | $2.89B | 2.5% | — | 0.3 yr |
| AVGOBroadcom Inc. | $2.47B | 2.1% | — | 0.3 yr |
| GOOGAlphabet Inc. | $2.37B | 2.0% | — | 0.3 yr |
| METAMeta Platforms, Inc. | $2.16B | 1.9% | — | 0.3 yr |
| TSLATesla, Inc. | $1.82B | 1.6% | — | 0.3 yr |
| JPMJPMorgan Chase & Co. | $1.41B | 1.2% | — | 0.3 yr |
| XOMExxon Mobil Corporation | $1.35B | 1.2% | — | 0.3 yr |
| LLYEli Lilly and Company | $1.28B | 1.1% | — | 0.3 yr |
| BRK-BBerkshire Hathaway Inc. | $1.08B | 0.9% | — | 0.3 yr |
| JNJJohnson & Johnson | $1.07B | 0.9% | — | 0.3 yr |
Portfolio composition (YoY)
Industry mix
Semiconductors12.1%$14.12B
Drug Manufacturers - General7.5%$8.78B
Internet Content & Information6.7%$7.82B
Software - Infrastructure5.9%$6.85B
Consumer Electronics5.5%$6.37B
Banks - Diversified4.4%$5.10B
Specialty Retail3.9%$4.51B
Oil & Gas Integrated2.6%$3.09B
Software - Application2.2%$2.53B
Aerospace & Defense2.1%$2.45B
Country
US86.8%
GB3.8%
CA3.7%
IE1.4%
CH0.9%
Unknown0.9%
FR0.7%
SG0.2%
Top 5: 21.6% · Top 10: 31.6% · Top 25: 43.3%
Winners
| Ticker | Prev $ | PnL | YoY % |
|---|
Losers
| Ticker | Prev $ | PnL | YoY % |
|---|
Top buys this quarter · 15
| NVDA NVIDIA Corporationnew | +$7.12B |
| AAPL Apple Inc.new | +$6.36B |
| MSFT Microsoft Corporationnew | +$4.72B |
| AZN AstraZeneca PLCnew | +$3.66B |
| AMZN Amazon.com, Inc.new | +$3.47B |
| AVGO Broadcom Inc.new | +$2.47B |
| GOOG Alphabet Inc.new | +$2.37B |
| META Meta Platforms, Inc.new | +$2.16B |
| TSLA Tesla, Inc.new | +$1.82B |
| JPM JPMorgan Chase & Co.new | +$1.41B |
Top sells this quarter · 0
No sells this quarter
Quarterly history (TTM returns)
| Period | AUM | # Pos | Return (1yr) | SPY (1yr) | Alpha (1yr) | Flow |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116.92B | 2428 | — | — | — | — |