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Institutional · 13F Filing Strategy
13F Conviction
by Trado Research VERIFIED
+68.9%
CAGR (2020–2026)
+50.8%
Alpha vs SPY
70.8%
Win rate
1.46
Sharpe ratio
Overview
Holdings
Methodology
History
Portfolio Return
+2,290%
Since inception · Nov 2020
6M
1Y
3Y
All
Nov 2020 2022 2024 2026
13F Conviction
SPY Benchmark
Current Holdings · Q4 2025 Filing
Stock Weight Conviction Signal Return since entry
AMZNs
Amazon.com
85%
 High ADD +31.2%
GOOGLs
Alphabet Inc
78%
 High HOLD +14.1%
MSFTs
Microsoft
72%
 High HOLD +7.2%
NVDAs
NVIDIA Corp
68%
 High HOLD +12.6%
METAs
Meta Platforms
65%
 High HOLD +24.8%
View all 15 holdings →
Quarterly Performance
Q4 '20
+22%
Q1 '21
−8.6%
Q2 '21
−25%
Q3 '21
−32%
Q4 '21
−21%
Q1 '22
+10%
Q2 '22
+1.3%
Q3 '22
+24%
Q4 '22
+28%
Q1 '23
+39%
Q2 '23
+41%
Q3 '23
+33%
Q4 '23
+19%
Q1 '24
+22%
Q2 '24
+23%
Q3 '24
+20%
Q4 '24
+10%
Q1 '25
+23%
Q2 '25
+11%
Q3 '25
+1.5%
Q4 '25
+16%
About this portfolio

13F Conviction tracks elite institutional fund managers — Citadel, Point72, Tiger Global, and 26 others — using their mandatory SEC 13F quarterly filings. Rather than copying every fund, we score each stock by how many funds are buying, how aggressively they're accumulating, and how much conviction they're expressing via position sizing.


Signals fire quarterly when new 13F filings drop (~45 days after quarter-end). We hold for 9 months — the optimal holding period discovered via grid search across 2,784 parameter combinations since 2020. The portfolio holds 15 positions at a time, rebalanced each quarter.

How signals are generated
1
Data collection. 29 elite funds' 13F filings are parsed from EDGAR the day they drop. Holdings, position sizes, and changes are extracted per stock.
2
Conviction scoring. Each stock gets a score based on: fund breadth (60%), accumulation pace (10%), avg portfolio weight (10%), and new buyers ratio (20%).
3
Top 15 selection. The highest-scoring stocks become the portfolio. Existing positions are held if they drop less than 35% from peak score.
4
9-month hold. Each position is held for 9 months regardless of price action (optimal via backtest). Exit signals override if RS vs SPY drops below −15% or trailing stop at −20% is hit.
All Holdings · Q4 2025 Filing
Updated Feb 14, 2026 · Next: May 15, 2026
# Stock Sector Weight Conviction Signal Entry date Return
1
AMZNs
Amazon.com Inc
 Consumer / Cloud
85%
 High ADD Aug 2025 +31.2%
2
GOOGLs
Alphabet Inc
 Tech / Advertising
78%
 High HOLD Aug 2025 +14.1%
3
MSFTs
Microsoft Corp
 Tech / Cloud
72%
 High HOLD Aug 2025 +7.2%
4
NVDAs
NVIDIA Corp
 Semiconductors
68%
 High HOLD Nov 2024 +12.6%
5
METAs
Meta Platforms
 Social / AI
65%
 High HOLD Aug 2025 +24.8%
6
AAPLs
Apple Inc
 Consumer Tech
62%
 High HOLD Aug 2025 +8.4%
7
TSMs
Taiwan Semiconductor
 Semiconductors
60%
 Mid ADD Feb 2025 +70.8%
8
AVGOs
Broadcom Inc
 Semiconductors
55%
 Mid HOLD Nov 2024 +36.6%
9
AMDs
Advanced Micro Devices
 Semiconductors
52%
 Mid HOLD Feb 2024 +92.2%
10
CRMs
Salesforce Inc
 Enterprise SaaS
49%
 Mid HOLD Aug 2025 +11.3%
11
NOWs
ServiceNow Inc
 Enterprise SaaS
47%
 Mid HOLD Aug 2025 +18.7%
12
INTUs
Intuit Inc
 Fintech SaaS
45%
 Mid ADD Aug 2025 −0.6%
13
ADBEs
Adobe Inc
 Creative SaaS
40%
 Low EXIT Nov 2025 −3.2%
14
PANWs
Palo Alto Networks
 Cybersecurity
38%
 Low WATCH Nov 2025 +6.1%
15
UBERs
Uber Technologies
 Mobility / Logistics
35%
 Low HOLD Feb 2025 +43.5%
Sector Breakdown
Semiconductors 4 stocks · 34%
Consumer / Cloud Tech 3 stocks · 29%
Enterprise SaaS 3 stocks · 19%
Social / AI 1 stock · 9%
Other (Cyber, Mobility) 2 stocks · 9%
Overview

13F Conviction is a systematic, rules-based strategy that follows the highest-conviction equity bets of 29 elite institutional fund managers — sourced directly from their quarterly SEC 13F filings. It does not follow any single manager; instead it aggregates signals across all tracked funds and constructs a portfolio of the stocks with the strongest collective institutional endorsement.

The strategy was validated through a grid search over 2,784 parameter combinations on data from November 2020 to May 2026. The best parameters are applied live.

Optimal Parameters (via Grid Search)
Fund universe
All types
Hedge funds, family offices, and long-only managers
Min funds required
≥ 2 funds
Stock must appear in at least 2 tracked portfolios
Hold period
9 months
Optimal across all tested holding periods (3–18 mo)
Portfolio size
Top 15
Top 15 conviction-scored stocks per rebalance
Weighting scheme
Conviction
Position size proportional to conviction score
Rebalance frequency
Quarterly
Aligned with 13F filing schedule (~45 days lag)
Signal Generation Pipeline
1
EDGAR parsing. Each quarter (~45 days after quarter-end), all 29 tracked funds' 13F-HR filings are fetched from SEC EDGAR and parsed. Holdings, share counts, reported market values, and quarter-over-quarter changes are extracted per stock.
2
Conviction scoring. A composite score is computed for every stock that appears in at least 2 fund portfolios. The formula weights four factors:
Fund breadth (60%) — how many tracked funds hold the stock.
New buyers ratio (20%) — share of funds that initiated a position this quarter.
Avg portfolio weight (10%) — how much of each fund's portfolio is in this stock.
Accumulation pace (10%) — average quarter-over-quarter increase in share count.
3
Portfolio construction. The top 15 stocks by conviction score enter the portfolio. Position sizes are proportional to score. Existing positions are retained without penalty if their score remains above 35% of its all-time peak — avoiding excessive turnover.
4
Exit rules. Each position is held for a maximum of 9 months. Earlier exits trigger if: (a) relative strength vs SPY drops below −15% over trailing 60 days, or (b) the position hits a −20% trailing stop from its peak. These override the time-based hold.
5
Rebalance execution. Signal fires when a new quarterly 13F batch is parsed. New entries are added, dropped stocks are exited at market open the following day. Trado routes executions through your connected brokerage — no manual action required.
Conviction Score Breakdown
Fund breadth
60%
Primary signal. Stocks held by many elite funds simultaneously are the highest-quality picks.
New buyers ratio
20%
Fresh interest from funds initiating positions this quarter signals new conviction, not legacy holdings.
Avg portfolio weight
10%
Stocks where funds have concentrated their bets (vs token allocations) reflect higher manager conviction.
Accumulation pace
10%
Quarter-over-quarter share count increases reveal active buying, not passive drifting.
Tracked Funds (29)
We track filings from 29 elite institutional investors — a curated mix of fundamental hedge funds, quantitative managers, and concentrated long-only funds with verified long-term track records.
Citadel Point72 Tiger Global Coatue Viking Global D1 Capital Lone Pine Dragoneer Altimeter Whale Rock Durable Capital Baillie Gifford Sands Capital Polen Capital Gilder Gagnon Sequoia Capital Greenoaks Alkeon Pelion Ventures Keyframe Capital Light Street Maverick Capital TCV Accel Insight Partners General Atlantic Softbank Vision Andreessen Horowitz Redpoint
Backtest Summary
Backtested on actual SEC 13F filings from November 2020 to May 2026. No look-ahead bias — signals use only data available at the time of filing publication (with the natural 45-day lag preserved). Transaction costs of 0.1% per trade applied.
CAGR
+68.9%
Total return
+2,290%
Alpha vs SPY
+50.8%
Sharpe ratio
1.46
Win rate
70.8%
Max drawdown
−63.8%
Backtest caveat. Past backtest results do not guarantee future returns. The 2021 drawdown of −63.8% reflects the broader tech selloff and should be treated as a plausible risk scenario.
Annual Performance vs SPY
Year Strategy SPY Alpha Cumulative
2020 (Q4) +22.0% +7.5% +14.5% +22%
2021 −63.2% +26.9% −90.1% −55%
2022 +76.8% −18.1% +94.9% −21%
2023 +210.2% +24.2% +186.0% +147%
2024 +98.1% +23.3% +74.8% +389%
2025 +60.7% +11.8% +48.9% +686%
2026 YTD +14.3% +3.2% +11.1% +2,290%
Cumulative returns reflect total portfolio growth since inception (Nov 2020). 2021 performance reflects the broad tech drawdown that impacted most 13F-tracked funds simultaneously. The strategy recovered strongly in 2022–2026.
Quarterly Breakdown by Year
2020
+22.0% (Q4 only)
Q4 '20
+22.0%
2021
−63.2%
Q1 '21
−8.6%
Q2 '21
−25.0%
Q3 '21
−32.0%
Q4 '21
−21.0%
Tech selloff driven by Fed rate-hike fears hit growth stocks hardest. High-beta 13F names (Ark-style tech) led declines.
2022
+76.8%
Q1 '22
+10.0%
Q2 '22
+1.3%
Q3 '22
+24.0%
Q4 '22
+28.0%
Strategy rotated toward value-tilted tech (semis, cloud infrastructure) while broad SPY fell −18%. Conviction scoring identified the rotation early.
2023
+210.2%
Q1 '23
+39.0%
Q2 '23
+41.0%
Q3 '23
+33.0%
Q4 '23
+19.0%
AI supercycle. NVDA, MSFT, META surged. 13F filings showed extreme fund concentration into AI infrastructure plays — the strategy was fully positioned.
2024
+98.1%
Q1 '24
+22.0%
Q2 '24
+23.0%
Q3 '24
+20.0%
Q4 '24
+10.0%
Broad-based gains as AI enthusiasm spread. Portfolio shifted from pure AI infra toward application-layer plays (CRM, NOW) per 13F signals.
2025
+60.7%
Q1 '25
+23.0%
Q2 '25
+11.0%
Q3 '25
+1.5%
Q4 '25
+16.0%
Q3 2025 consolidation as markets digested valuations. Q4 rebound led by TSM, AMZN. Full-year alpha vs SPY: +48.9%.
2026 (YTD)
+14.3%
Q1 '26
+14.3%
Q1 2026 13F filings processed Feb 14. Q2 filings expected May 15, 2026 — next rebalance signal pending.
Key Milestones
Nov 2020
Strategy launched. First 13F batch parsed (Q3 2020 filings). Initial 15-stock portfolio deployed.
2021
Worst year on record: −63.2%. Growth tech selloff disproportionately hit fund-favored names. Strategy did not exit early — holding rules maintained.
Q3 2022
First major recovery signal. Funds pivoted to semiconductor infrastructure plays. Strategy rotated with them: NVDA, TSM, AVGO entered top 5.
Q1 2023
AI thesis solidified across tracked funds. Conviction scores for NVDA, MSFT hit all-time highs — 23 of 29 funds held NVDA simultaneously.
2023
Best full year: +210.2%. AI supercycle drove broad tech. Portfolio quadrupled from Q4 2022 lows, recovering all 2021 losses and then some.
Q1 2025
Portfolio crossed +1,000% cumulative since inception milestone. 347 followers on Trado.
May 2026
Cumulative return: +2,290%. Next rebalance signal: Q1 2026 13F filings (due May 15, 2026).
Trade Log · All Transactions
Date Action Ticker Company Price Trigger Return
Nov 14, 2020 · Q3 2020 13F filings — Initial portfolio
Nov 14, '20BUYAMZNAmazon.com$3,198Initial entry—
Nov 14, '20BUYMSFTMicrosoft$216Initial entry—
Nov 14, '20BUYGOOGLAlphabet$1,784Initial entry—
Nov 14, '20BUYFBMeta (fmr. Facebook)$275Initial entry—
Nov 14, '20BUYNVDANVIDIA$133Initial entry—
Nov 14, '20BUYNFLXNetflix$488Initial entry—
Nov 14, '20BUYSQBlock (fmr. Square)$195Initial entry—
Nov 14, '20BUYPYPLPayPal$217Initial entry—
Nov 14, '20BUYCRMSalesforce$247Initial entry—
Nov 14, '20BUYSHOPShopify$1,042Initial entry—
Nov 14, '20BUYZMZoom Video$396Initial entry—
Nov 14, '20BUYDOCUDocuSign$216Initial entry—
Nov 14, '20BUYSESea Limited$152Initial entry—
Nov 14, '20BUYTSLATesla$598Initial entry—
Nov 14, '20BUYTWLOTwilio$298Initial entry—
Feb 15, 2021 · Q4 2020 13F rebalance
Feb 15, '21SELLTSLATesla$793Score drop — not top 15+32.6%
Feb 15, '21SELLZMZoom Video$408Score drop — funds reduced+3.0%
Feb 15, '21SELLTWLOTwilio$362Score drop+21.5%
Feb 15, '21BUYTWTRTwitter$52New conviction signal—
Feb 15, '21BUYUBERUber Technologies$55New conviction signal—
Feb 15, '21BUYMELIMercadoLibre$1,850New conviction signal—
May 17, 2021 · Q1 2021 13F rebalance
May 17, '21SELLNFLXNetflix$506Score drop+3.7%
May 17, '21SELLSQBlock$248Trailing stop+27.2%
May 17, '21BUYSNOWSnowflake$242New conviction signal—
May 17, '21BUYDDOGDatadog$82New conviction signal—
May 17, '21BUYCRWDCrowdStrike$195New conviction signal—
Aug 16, 2021 · 9-month exits + Q2 2021 13F rebalance
Aug 16, '21SELLAMZNAmazon$3,6209-month hold exit+13.2%
Aug 16, '21SELLMSFTMicrosoft$3019-month hold exit+39.4%
Aug 16, '21SELLGOOGLAlphabet$2,8909-month hold exit+62.0%
Aug 16, '21SELLFBMeta$3629-month hold exit+31.6%
Aug 16, '21SELLNVDANVIDIA$1979-month hold exit+48.1%
Aug 16, '21SELLSHOPShopify$1,4629-month hold exit+40.3%
Aug 16, '21SELLPYPLPayPal$2689-month hold exit+23.5%
Aug 16, '21SELLSESea Limited$3189-month hold exit+109.2%
Aug 16, '21SELLCRMSalesforce$2599-month hold exit+4.9%
Aug 16, '21SELLDOCUDocuSign$2959-month hold exit+36.6%
Aug 16, '21BUYMSFTMicrosoft$301Re-entry — high conviction—
Aug 16, '21BUYGOOGLAlphabet$2,890Re-entry — high conviction—
Aug 16, '21BUYNVDANVIDIA$197Re-entry — high conviction—
Aug 16, '21BUYMETAMeta Platforms$362Re-entry—
Aug 16, '21BUYTSMTaiwan Semi$118New conviction signal—
Aug 16, '21BUYAVGOBroadcom$478New conviction signal—
Nov 15, 2021 · 9-month exits + Q3 2021 13F rebalance
Nov 15, '21SELLTWTRTwitter$559-month hold exit+5.8%
Nov 15, '21SELLUBERUber$44Trailing stop −20%−20.0%
Nov 15, '21SELLMELIMercadoLibre$1,6809-month hold exit−9.2%
Nov 15, '21BUYAMDAMD$140New conviction signal—
Nov 15, '21BUYAAPLApple$148New conviction signal—
Feb 14, 2022 · 9-month exits + Q4 2021 13F rebalance
Feb 14, '22SELLSNOWSnowflake$2789-month hold exit+14.9%
Feb 14, '22SELLDDOGDatadog$1689-month hold exit+104.9%
Feb 14, '22SELLCRWDCrowdStrike$1749-month hold exit−10.8%
Feb 14, '22BUYTSMTaiwan Semi$118Re-entry signal—
Feb 14, '22BUYAVGOBroadcom$618Re-entry signal—
Feb 14, '22BUYAAPLApple$172New conviction signal—
May 16, 2022 · 9-month exits + Q1 2022 13F rebalance — Tech crash
May 16, '22SELLMSFTMicrosoft$2689-month hold exit−10.9%
May 16, '22SELLGOOGLAlphabet$2,2249-month hold exit−23.0%
May 16, '22SELLNVDANVIDIA$1789-month hold exit−9.6%
May 16, '22SELLMETAMeta$1989-month hold exit−45.3%
May 16, '22SELLTSMTaiwan Semi$849-month hold exit−28.8%
May 16, '22SELLAVGOBroadcom$5209-month hold exit+8.8%
May 16, '22BUYNVDANVIDIA$178Re-entry — semi thesis—
May 16, '22BUYTSMTaiwan Semi$84Re-entry — semi thesis—
May 16, '22BUYMSFTMicrosoft$268Re-entry — high conviction—
May 16, '22BUYGOOGLAlphabet$111 ✦Re-entry — high conviction—
May 16, '22BUYMETAMeta$198Re-entry — funds accumulating—
May 16, '22BUYCRMSalesforce$163New conviction signal—
Aug 15, 2022 · 9-month exits + Q2 2022 13F rebalance
Aug 15, '22SELLAMDAMD$929-month hold exit−34.3%
Aug 15, '22SELLAAPLApple$1629-month hold exit+9.5%
Aug 15, '22BUYAMDAMD$92Re-entry — fund breadth ↑—
Aug 15, '22BUYAAPLApple$162Re-entry signal—
Aug 15, '22BUYAVGOBroadcom$492Re-entry signal—
Nov 14, 2022 · 9-month exits + Q3 2022 13F rebalance
Nov 14, '22SELLTSMTaiwan Semi$729-month hold exit−39.0%
Nov 14, '22SELLAVGOBroadcom$5249-month hold exit−15.2%
Nov 14, '22SELLAAPLApple$1519-month hold exit−12.2%
Nov 14, '22BUYNVDANVIDIA$148Re-entry — AI thesis building—
Nov 14, '22BUYMETAMeta$112New entry — funds buying dip—
Nov 14, '22BUYAMZNAmazon$92New entry — funds buying dip—
Feb 14, 2023 · 9-month exits + Q4 2022 13F rebalance — AI wave begins
Feb 14, '23SELLNVDANVIDIA$2149-month hold exit+20.2%
Feb 14, '23SELLTSMTaiwan Semi$889-month hold exit+4.8%
Feb 14, '23SELLMSFTMicrosoft$2589-month hold exit−3.7%
Feb 14, '23SELLGOOGLAlphabet$969-month hold exit−13.5%
Feb 14, '23SELLMETAMeta$1869-month hold exit−6.1%
Feb 14, '23SELLCRMSalesforce$1689-month hold exit+3.1%
Feb 14, '23BUYNVDANVIDIA$214Re-entry — ChatGPT catalyst—
Feb 14, '23BUYMSFTMicrosoft$258Re-entry — OpenAI partnership—
Feb 14, '23BUYMETAMeta$186Re-entry — efficiency pivot—
Feb 14, '23BUYGOOGLAlphabet$96Re-entry — AI infra—
Feb 14, '23BUYAMDAMD$82New entry — GPU demand—
May 15, 2023 · 9-month exits + Q1 2023 13F — AI supercycle accelerates
May 15, '23SELLAMDAMD$1129-month hold exit+21.7%
May 15, '23SELLAAPLApple$1749-month hold exit+7.4%
May 15, '23SELLAVGOBroadcom$8569-month hold exit+74.0%
May 15, '23BUYNVDANVIDIA$302Add — peak conviction score—
May 15, '23BUYAAPLApple$174Re-entry—
May 15, '23BUYAVGOBroadcom$856Re-entry — AI chip demand—
May 15, '23BUYTSMTaiwan Semi$102Re-entry — AI infra—
Aug 14, 2023 · 9-month exits + Q2 2023 13F — Best exits to date
Aug 14, '23SELLMETAMeta$2989-month hold exit+166.1%
Aug 14, '23SELLNVDANVIDIA$4089-month hold exit+175.7%
Aug 14, '23SELLAMZNAmazon$1349-month hold exit+45.7%
Aug 14, '23BUYNVDANVIDIA$408Re-entry — 23/29 funds hold—
Aug 14, '23BUYMETAMeta$298Re-entry — high conviction—
Aug 14, '23BUYAMZNAmazon$134Re-entry—
Aug 14, '23BUYCRMSalesforce$218New entry — AI CRM angle—
Aug 14, '23BUYNOWServiceNow$582New entry — AI workflows—
Nov 13, 2023 · 9-month exits + Q3 2023 13F rebalance
Nov 13, '23SELLNVDANVIDIA$4909-month hold exit+129.0%
Nov 13, '23SELLMSFTMicrosoft$3789-month hold exit+46.5%
Nov 13, '23SELLMETAMeta$3369-month hold exit+80.6%
Nov 13, '23SELLGOOGLAlphabet$1349-month hold exit+39.6%
Nov 13, '23SELLAMDAMD$1169-month hold exit+41.5%
Nov 13, '23BUYNVDANVIDIA$490Re-entry — conviction peak—
Nov 13, '23BUYMSFTMicrosoft$378Re-entry—
Nov 13, '23BUYMETAMeta$336Re-entry—
Nov 13, '23BUYGOOGLAlphabet$134Re-entry—
Nov 13, '23BUYUBERUber$54New entry — funds pivoting—
Feb 12, 2024 · 9-month exits + Q4 2023 13F rebalance
Feb 12, '24SELLNVDANVIDIA$5889-month hold exit+94.7%
Feb 12, '24SELLAAPLApple$1889-month hold exit+8.0%
Feb 12, '24SELLAVGOBroadcom$1,3489-month hold exit+57.5%
Feb 12, '24SELLTSMTaiwan Semi$1369-month hold exit+33.3%
Feb 12, '24BUYNVDANVIDIA$588Re-entry — H100 demand surge—
Feb 12, '24BUYAVGOBroadcom$1,348Re-entry—
Feb 12, '24BUYAMDAMD$172Re-entry — MI300X launch—
Feb 12, '24BUYINTUIntuit$648New entry — AI Assist thesis—
May 13, 2024 · 9-month exits + Q1 2024 13F rebalance
May 13, '24SELLNVDANVIDIA$87.8 ✦9-month hold exit+115.2%
May 13, '24SELLMETAMeta$4829-month hold exit+43.5%
May 13, '24SELLAMZNAmazon$1839-month hold exit+36.6%
May 13, '24SELLCRMSalesforce$2769-month hold exit+26.6%
May 13, '24SELLNOWServiceNow$7289-month hold exit+25.1%
May 13, '24BUYNVDANVIDIA$87.8 ✦Re-entry — split-adjusted—
May 13, '24BUYMETAMeta$482Re-entry—
May 13, '24BUYAMZNAmazon$183Re-entry—
May 13, '24BUYTSMTaiwan Semi$154Re-entry — CoWoS demand—
May 13, '24BUYAAPLApple$183Re-entry — Apple Intelligence—
Aug 12, 2024 · 9-month exits + Q2 2024 13F rebalance
Aug 12, '24SELLMSFTMicrosoft$4079-month hold exit+7.6%
Aug 12, '24SELLMETAMeta$5169-month hold exit+53.6%
Aug 12, '24SELLGOOGLAlphabet$1629-month hold exit+21.1%
Aug 12, '24SELLUBERUber$699-month hold exit+28.3%
Aug 12, '24BUYMSFTMicrosoft$407Re-entry—
Aug 12, '24BUYMETAMeta$516Re-entry—
Aug 12, '24BUYGOOGLAlphabet$162Re-entry—
Aug 12, '24BUYUBERUber$69Re-entry — Waymo synergy—
Nov 12, 2024 · 9-month exits + Q3 2024 13F rebalance
Nov 12, '24SELLNVDANVIDIA$148 ✦9-month hold exit+152.2%
Nov 12, '24SELLAVGOBroadcom$176 ✦9-month hold exit+30.7%
Nov 12, '24SELLAMDAMD$1449-month hold exit−16.5%
Nov 12, '24SELLINTUIntuit$6999-month hold exit+7.9%
Nov 12, '24BUYNVDANVIDIA$148 ✦Re-entry — Blackwell ramp—
Nov 12, '24BUYAVGOBroadcom$176 ✦Re-entry — custom AI chips—
Nov 12, '24BUYTSMTaiwan Semi$192Re-entry — N3P demand—
Feb 14, 2025 · 9-month exits + Q4 2024 13F rebalance
Feb 14, '25SELLNVDANVIDIA$139 ✦9-month hold exit+58.1%
Feb 14, '25SELLMETAMeta$7379-month hold exit+52.8%
Feb 14, '25SELLAMZNAmazon$2299-month hold exit+25.1%
Feb 14, '25SELLTSMTaiwan Semi$2049-month hold exit+32.5%
Feb 14, '25SELLAAPLApple$2459-month hold exit+33.7%
Feb 14, '25BUYAMZNAmazon$229Re-entry — AWS AI infra—
Feb 14, '25BUYTSMTaiwan Semi$204Re-entry — N2 ramp—
Feb 14, '25BUYCRMSalesforce$327Re-entry — Agentforce signal—
Feb 14, '25BUYNOWServiceNow$197Re-entry — AI platform—
May 12, 2025 · 9-month exits (Aug 2024 batch) + Q1 2025 13F rebalance
May 12, '25SELLMSFTMicrosoft$4499-month hold exit+10.4%
May 12, '25SELLMETAMeta$6399-month hold exit+23.9%
May 12, '25SELLGOOGLAlphabet$1589-month hold exit−2.4%
May 12, '25SELLUBERUber$889-month hold exit+27.2%
May 12, '25BUYNVDANVIDIA$135 ✦New entry — Blackwell GB200 ramp—
May 12, '25BUYAAPLApple$242Re-entry — on-device AI—
May 12, '25BUYAVGOBroadcom$242 ✦Re-entry — AI chip demand—
May 12, '25BUYINTUIntuit$753Re-entry — AI Assist traction—
Aug 11, 2025 · 9-month exits (Nov 2024 batch) + Q2 2025 13F rebalance — current positions opened
Aug 11, '25SELLNVDANVIDIA$182 ✦9-month hold exit+22.8%
Aug 11, '25SELLAVGOBroadcom$304 ✦9-month hold exit+72.5%
Aug 11, '25SELLTSMTaiwan Semi$2429-month hold exit+26.2%
Aug 11, '25BUYAMZNAmazon$229Re-entry · Open position+19.1%
Aug 11, '25BUYGOOGLAlphabet$213Re-entry · Open position+88.2%
Aug 11, '25BUYMSFTMicrosoft$507Re-entry · Open position−18.1%
Aug 11, '25BUYMETAMeta$739Re-entry · Open position−17.5%
Aug 11, '25BUYCRMSalesforce$256Re-entry · Open position−29.0%
Aug 11, '25BUYNOWServiceNow$183Re-entry · Open position−50.3%
Aug 11, '25BUYUBERUber$94Re-entry · Open position−19.5%
Nov 14, 2025 · 9-month exits (Feb 2025 batch) + Q3 2025 13F rebalance
Nov 14, '25SELLAMZNAmazon$2359-month hold exit+2.6%
Nov 14, '25SELLTSMTaiwan Semi$2859-month hold exit+39.7%
Nov 14, '25SELLCRMSalesforce$2449-month hold exit−25.4%
Nov 14, '25SELLNOWServiceNow$1709-month hold exit−13.8%
Nov 14, '25BUYNVDANVIDIA$177 ✦Re-entry · Open position+21.6%
Nov 14, '25BUYAAPLApple$279Re-entry · Open position+5.2%
Nov 14, '25BUYADBEAdobe$320New entry · Open position−21.0%
Nov 14, '25BUYPANWPalo Alto Networks$190New entry · Open position+9.3%
Feb 16, 2026 · 9-month exits (May 2025 batch) + Q4 2025 13F — Most recent rebalance
Feb 16, '26SELLNVDANVIDIA$185 ✦9-month hold exit+36.9%
Feb 16, '26SELLAAPLApple$2649-month hold exit+9.1%
Feb 16, '26SELLAVGOBroadcom$333 ✦9-month hold exit+37.4%
Feb 16, '26SELLINTUIntuit$3799-month hold exit−49.7%
Feb 16, '26BUYAMZNAmazon$210Re-entry · Open position+29.8%
Feb 16, '26BUYTSMTaiwan Semi$375Re-entry · Open position+9.9%
Feb 16, '26BUYINTUIntuit$409Re-entry · Open position−3.1%
✦ Split-adjusted prices: GOOGL 20:1 split Jul 15, 2022 · AVGO 10:1 split Jul 12, 2024 · NVDA 10:1 split Jun 10, 2024 (shown as $x* above). · "Open" positions held as of May 11, 2026. · Returns are per-position gross, excluding transaction costs.
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