Sophon Pillar

Return since 21 Apr

+18.0%

Benchmark

+13.1%

Excess return

+4.9%

Max drawdown

−7.5%

All updatesRSS

Planned rebalance boosts semis and energy while trimming healthcare and megacap tech

Advanced Micro Devices Inc. is planned as the largest new position, with Intel Corporation and Tesla also being increased. The plan would fully exit no positions, but it would sharply reduce Amgen, Applied Materials, NVIDIA, ASML Holding, Amazon.com, ADP, and PepsiCo while trimming Apple, Meta Platforms, and Broadcom Inc. If executed, the target mix would be most concentrated in semiconductors, with additional weight in Tesla and Constellation Energy.

Portfolio changes

  • AMDAdvanced Micro Devices Inc.1.36%23.40%Increased
  • INTCIntel Corporation8.44%17.20%Increased
  • CEGConstellation Energy6.87%9.33%Increased
  • TSLATesla2.52%6.13%Increased
  • MUMicron Technology3.34%3.60%Increased
  • MELIMercadoLibre1.29%3.59%Increased
  • COSTCostco1.38%3.38%Increased
  • GOOGLAlphabet Inc. (Class A)0.71%2.65%Increased
  • GOOGAlphabet Inc. (Class C)0.82%2.35%Increased
  • BKRBaker Hughes0.41%1.58%Increased
  • METAMeta Platforms15.35%14.04%Reduced
  • AMGNAmgen13.66%3.23%Reduced
  • AAPLApple4.54%2.97%Reduced
  • AVGOBroadcom Inc.3.78%2.47%Reduced
  • ASMLASML Holding8.16%2.18%Reduced
  • AMATApplied Materials9.41%0.77%Reduced
  • PEPPepsiCo3.40%0.47%Reduced
  • NVDANVIDIA8.85%0.30%Reduced
  • ADPADP2.45%0.25%Reduced
  • AMZNAmazon.com3.27%0.11%Reduced

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