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 | $1.69B | 7.2% | — | 0.3 yr |
| AAPLApple Inc. | $1.27B | 5.4% | — | 0.3 yr |
| AZNAstraZeneca PLC | $1.16B | 5.0% | — | 0.3 yr |
| MSFTMicrosoft Corporation | $1.00B | 4.3% | — | 0.3 yr |
| AMZNAmazon.com, Inc. | $632M | 2.7% | — | 0.3 yr |
| AVGOBroadcom Inc. | $592M | 2.5% | — | 0.3 yr |
| GOOGLAlphabet Inc. | $570M | 2.4% | — | 0.3 yr |
| GOOGAlphabet Inc. | $432M | 1.8% | — | 0.3 yr |
| METAMeta Platforms, Inc. | $405M | 1.7% | — | 0.3 yr |
| LLYEli Lilly and Company | $356M | 1.5% | — | 0.3 yr |
| JPMJPMorgan Chase & Co. | $356M | 1.5% | — | 0.3 yr |
| JNJJohnson & Johnson | $314M | 1.3% | — | 0.3 yr |
| MAMastercard Incorporated | $294M | 1.3% | — | 0.3 yr |
| CCitigroup Inc. | $253M | 1.1% | — | 0.3 yr |
| TSLATesla, Inc. | $232M | 1.0% | — | 0.3 yr |
Portfolio composition (YoY)
Industry mix
Semiconductors13.9%$3.25B
Drug Manufacturers - General11.7%$2.74B
Internet Content & Information6.4%$1.49B
Software - Infrastructure6.1%$1.43B
Consumer Electronics5.5%$1.28B
Banks - Diversified5.1%$1.18B
Specialty Retail3.8%$885M
Software - Application3.3%$782M
Medical - Devices2.5%$596M
Financial - Credit Services2.5%$591M
Country
US86.4%
GB5.3%
CA2.4%
CH1.3%
IE1.2%
UY0.7%
Unknown0.6%
DE0.3%
Top 5: 24.6% · Top 10: 34.7% · Top 25: 48.7%
Winners
| Ticker | Prev $ | PnL | YoY % |
|---|
Losers
| Ticker | Prev $ | PnL | YoY % |
|---|
Top buys this quarter · 15
| NVDA NVIDIA Corporationnew | +$1.69B |
| AAPL Apple Inc.new | +$1.27B |
| AZN AstraZeneca PLCnew | +$1.17B |
| MSFT Microsoft Corporationnew | +$1.00B |
| AMZN Amazon.com, Inc.new | +$632M |
| AVGO Broadcom Inc.new | +$592M |
| GOOG Alphabet Inc.new | +$432M |
| META Meta Platforms, Inc.new | +$405M |
| LLY Eli Lilly and Companynew | +$356M |
| JPM JPMorgan Chase & Co.new | +$354M |
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 | $23.37B | 679 | — | — | — | — |