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 |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETF | $23.66B | 12.7% | — | 0.3 yr |
| VTIVanguard Total Stock Mar | $11.84B | 6.4% | — | 0.3 yr |
| NVDANVIDIA Corporation | $9.26B | 5.0% | — | 0.3 yr |
| AAPLApple Inc. | $8.15B | 4.4% | — | 0.3 yr |
| MSFTMicrosoft Corporation | $6.01B | 3.2% | — | 0.3 yr |
| AMZNAmazon.com, Inc. | $4.45B | 2.4% | — | 0.3 yr |
| GOOGLAlphabet Inc. | $3.67B | 2.0% | — | 0.3 yr |
| AVGOBroadcom Inc. | $3.21B | 1.7% | — | 0.3 yr |
| GOOGAlphabet Inc. | $2.94B | 1.6% | — | 0.3 yr |
| VWOVanguard FTSE Emerging M | $2.88B | 1.5% | — | 0.3 yr |
| METAMeta Platforms, Inc. | $2.74B | 1.5% | — | 0.3 yr |
| TSLATesla, Inc. | $2.29B | 1.2% | — | 0.3 yr |
| VIGVanguard Dividend Apprec | $2.29B | 1.2% | — | 0.3 yr |
| BRK-BBerkshire Hathaway Inc. | $1.91B | 1.0% | — | 0.3 yr |
| JPMJPMorgan Chase & Co. | $1.61B | 0.9% | — | 0.3 yr |
Portfolio composition (YoY)
Industry mix
Asset Management24.1%$45.03B
Semiconductors9.5%$17.79B
Internet Content & Information5.1%$9.51B
Software - Infrastructure4.5%$8.47B
Banks - Diversified4.4%$8.16B
Consumer Electronics4.4%$8.15B
Drug Manufacturers - General3.3%$6.12B
Specialty Retail2.7%$5.11B
Oil & Gas Integrated1.8%$3.37B
Software - Application1.7%$3.15B
Country
US90.3%
CA7.3%
IE0.9%
Unknown0.5%
GB0.4%
CH0.2%
SG0.1%
BM0.1%
Top 5: 31.6% · Top 10: 40.8% · Top 25: 53.7%
Winners
| Ticker | Prev $ | PnL | YoY % |
|---|
Losers
| Ticker | Prev $ | PnL | YoY % |
|---|
Top buys this quarter · 15
| NVDA NVIDIA Corporationnew | +$9.26B |
| AAPL Apple Inc.new | +$8.15B |
| MSFT Microsoft Corporationnew | +$6.01B |
| AMZN Amazon.com, Inc.new | +$4.45B |
| AVGO Broadcom Inc.new | +$3.21B |
| GOOG Alphabet Inc.new | +$2.94B |
| META Meta Platforms, Inc.new | +$2.74B |
| TSLA Tesla, Inc.new | +$2.29B |
| JPM JPMorgan Chase & Co.new | +$1.60B |
| LLY Eli Lilly and Companynew | +$1.60B |
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 | $186.48B | 3674 | — | — | — | — |