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 | $88.97B | 4.7% | — | 0.3 yr |
| AAPLApple Inc. | $84.12B | 4.4% | — | 0.3 yr |
| MSFTMicrosoft Corporation | $62.00B | 3.2% | — | 0.3 yr |
| AVGOBroadcom Inc. | $39.75B | 2.1% | — | 0.3 yr |
| GOOGLAlphabet Inc. | $27.76B | 1.5% | — | 0.3 yr |
| AMZNAmazon.com, Inc. | $26.45B | 1.4% | — | 0.3 yr |
| GOOGAlphabet Inc. | $22.05B | 1.2% | — | 0.3 yr |
| METAMeta Platforms, Inc. | $21.66B | 1.1% | — | 0.3 yr |
| XOMExxon Mobil Corporation | $19.62B | 1.0% | — | 0.3 yr |
| LLYEli Lilly and Company | $19.29B | 1.0% | — | 0.3 yr |
| JPMJPMorgan Chase & Co. | $19.29B | 1.0% | — | 0.3 yr |
| TSLATesla, Inc. | $18.31B | 1.0% | — | 0.3 yr |
| JNJJohnson & Johnson | $15.53B | 0.8% | — | 0.3 yr |
| WMTWalmart Inc. | $11.64B | 0.6% | — | 0.3 yr |
| BRK-BBerkshire Hathaway Inc. | $11.37B | 0.6% | — | 0.3 yr |
Portfolio composition (YoY)
Industry mix
Semiconductors10.9%$207.84B
Software - Infrastructure5.7%$108.65B
Consumer Electronics4.4%$85.05B
Internet Content & Information4.1%$77.52B
Drug Manufacturers - General3.9%$73.98B
Software - Application2.6%$50.24B
Regulated Electric2.5%$47.85B
Aerospace & Defense2.3%$43.77B
Specialty Retail2.2%$42.02B
Industrial - Machinery2.2%$41.62B
Country
US96.1%
IE1.3%
GB0.7%
Unknown0.6%
SG0.3%
BM0.3%
CH0.3%
CA0.2%
Top 5: 15.8% · Top 10: 21.5% · Top 25: 30.5%
Winners
| Ticker | Prev $ | PnL | YoY % |
|---|
Losers
| Ticker | Prev $ | PnL | YoY % |
|---|
Top buys this quarter · 15
| NVDA NVIDIA Corporationnew | +$88.97B |
| AAPL Apple Inc.new | +$84.12B |
| MSFT Microsoft Corporationnew | +$62.00B |
| AVGO Broadcom Inc.new | +$39.75B |
| AMZN Amazon.com, Inc.new | +$26.45B |
| GOOG Alphabet Inc.new | +$22.05B |
| META Meta Platforms, Inc.new | +$21.66B |
| XOM Exxon Mobil Corporationnew | +$19.62B |
| LLY Eli Lilly and Companynew | +$19.29B |
| JPM JPMorgan Chase & Co.new | +$19.19B |
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 | $1.91T | 3088 | — | — | — | — |