Sophon Surge

High RiskS&P 500GrowthStrong return

Healthcare exposure expands as industrial and tech weights are trimmed

Moderna Inc. was increased to the largest position, while Amphenol, Charles River Laboratories, and Zebra Technologies were all reduced. Robinhood Markets, Inc., Micron Technology, and Arista Networks were fully exited, and Workday, Inc. was added as a small new position. The resulting portfolio is now most concentrated in Moderna Inc. and Amphenol, with smaller allocations in Charles River Laboratories, Zebra Technologies, Bio-Techne, and Workday, Inc.

Portfolio changes

TickerCompanyBeforeAfterChange
WDAY0.13%Added
MRNA37.53%56.96%Increased
APH46.81%40.52%Reduced
CRL7.75%1.15%Reduced
ZBRA6.80%1.08%Reduced
TECH0.13%0.16%Held
HOOD0.48%Exited
MUMicron Technology0.35%Exited
ANET0.14%Exited