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 | $268.32B | 6.6% | — | 0.3 yr |
| AAPLApple Inc. | $242.08B | 6.0% | — | 0.3 yr |
| MSFTMicrosoft Corporation | $178.63B | 4.4% | — | 0.3 yr |
| AMZNAmazon.com, Inc. | $131.46B | 3.3% | — | 0.3 yr |
| GOOGLAlphabet Inc. | $108.77B | 2.7% | — | 0.3 yr |
| AVGOBroadcom Inc. | $95.33B | 2.4% | — | 0.3 yr |
| GOOGAlphabet Inc. | $86.71B | 2.1% | — | 0.3 yr |
| METAMeta Platforms, Inc. | $81.32B | 2.0% | — | 0.3 yr |
| TSLATesla, Inc. | $67.97B | 1.7% | — | 0.3 yr |
| BRK-BBerkshire Hathaway Inc. | $56.27B | 1.4% | — | 0.3 yr |
| LLYEli Lilly and Company | $49.08B | 1.2% | — | 0.3 yr |
| JPMJPMorgan Chase & Co. | $48.62B | 1.2% | — | 0.3 yr |
| XOMExxon Mobil Corporation | $46.01B | 1.1% | — | 0.3 yr |
| JNJJohnson & Johnson | $38.28B | 0.9% | — | 0.3 yr |
| WMTWalmart Inc. | $35.40B | 0.9% | — | 0.3 yr |
Portfolio composition (YoY)
Industry mix
Semiconductors13.1%$527.77B
Internet Content & Information7.0%$283.37B
Software - Infrastructure6.4%$258.90B
Consumer Electronics6.0%$242.95B
Drug Manufacturers - General4.6%$187.38B
Specialty Retail3.9%$156.67B
Banks - Diversified3.2%$127.87B
Aerospace & Defense2.4%$95.64B
Software - Application2.2%$88.15B
Financial - Credit Services2.1%$85.98B
Country
US94.4%
CA1.7%
IE1.3%
GB0.8%
Unknown0.6%
CH0.4%
SG0.2%
BM0.1%
Top 5: 23.0% · Top 10: 32.6% · Top 25: 44.2%
Winners
| Ticker | Prev $ | PnL | YoY % |
|---|
Losers
| Ticker | Prev $ | PnL | YoY % |
|---|
Top buys this quarter · 15
| NVDA NVIDIA Corporationnew | +$268.32B |
| AAPL Apple Inc.new | +$242.08B |
| MSFT Microsoft Corporationnew | +$178.63B |
| AMZN Amazon.com, Inc.new | +$131.46B |
| AVGO Broadcom Inc.new | +$95.33B |
| GOOG Alphabet Inc.new | +$86.71B |
| META Meta Platforms, Inc.new | +$81.32B |
| TSLA Tesla, Inc.new | +$67.97B |
| LLY Eli Lilly and Companynew | +$49.08B |
| JPM JPMorgan Chase & Co.new | +$48.37B |
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 | $4.04T | 4051 | — | — | — | — |