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 | $24.11B | 6.1% | — | 0.3 yr |
| AAPLApple Inc. | $21.37B | 5.4% | — | 0.3 yr |
| MSFTMicrosoft Corporation | $15.78B | 4.0% | — | 0.3 yr |
| AMZNAmazon.com, Inc. | $11.59B | 2.9% | — | 0.3 yr |
| GOOGLAlphabet Inc. | $9.55B | 2.4% | — | 0.3 yr |
| AVGOBroadcom Inc. | $8.43B | 2.1% | — | 0.3 yr |
| GOOGAlphabet Inc. | $7.64B | 1.9% | — | 0.3 yr |
| METAMeta Platforms, Inc. | $7.17B | 1.8% | — | 0.3 yr |
| TSLATesla, Inc. | $6.02B | 1.5% | — | 0.3 yr |
| BRK-BBerkshire Hathaway Inc. | $4.91B | 1.2% | — | 0.3 yr |
| LLYEli Lilly and Company | $4.25B | 1.1% | — | 0.3 yr |
| JPMJPMorgan Chase & Co. | $4.15B | 1.0% | — | 0.3 yr |
| XOMExxon Mobil Corporation | $3.99B | 1.0% | — | 0.3 yr |
| JNJJohnson & Johnson | $3.32B | 0.8% | — | 0.3 yr |
| WMTWalmart Inc. | $3.07B | 0.8% | — | 0.3 yr |
Portfolio composition (YoY)
Industry mix
Semiconductors12.1%$47.98B
Internet Content & Information6.4%$25.16B
Software - Infrastructure6.0%$23.67B
Consumer Electronics5.4%$21.51B
Drug Manufacturers - General4.6%$18.15B
Banks - Diversified4.0%$15.81B
Specialty Retail3.7%$14.64B
Software - Application2.5%$9.74B
Aerospace & Defense2.3%$9.09B
Oil & Gas Integrated2.2%$8.89B
Country
US88.9%
CA5.3%
IE1.3%
GB1.3%
Unknown1.1%
CH0.6%
FR0.4%
SG0.2%
Top 5: 20.8% · Top 10: 29.5% · Top 25: 40.1%
Winners
| Ticker | Prev $ | PnL | YoY % |
|---|
Losers
| Ticker | Prev $ | PnL | YoY % |
|---|
Top buys this quarter · 15
| NVDA NVIDIA Corporationnew | +$24.11B |
| AAPL Apple Inc.new | +$21.37B |
| MSFT Microsoft Corporationnew | +$15.78B |
| AMZN Amazon.com, Inc.new | +$11.59B |
| AVGO Broadcom Inc.new | +$8.43B |
| GOOG Alphabet Inc.new | +$7.64B |
| META Meta Platforms, Inc.new | +$7.17B |
| TSLA Tesla, Inc.new | +$6.02B |
| LLY Eli Lilly and Companynew | +$4.25B |
| JPM JPMorgan Chase & Co.new | +$4.13B |
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 | $395.83B | 4054 | — | — | — | — |