CI
Capital International LTD /ca/: 13F Holdings & AI Insights
Capital International LTD /ca/CIK: 0001065350
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$2.7B
Reporting period: 2026-03-31 · Number of holdings: 146
CAPITAL INTERNATIONAL LTD /CA/ disclosed 146 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.7B and a quarterly turnover rate of 29.5%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "C"
Personality snowflake
- Concentration
- 7.98
- Portfolio Stability
- 29.52
- Momentum/Contrarian
- 100
- Sector conviction
- 45.64
- Diversification
- 100
- Sizing Uniformity
- 86.13
Capital International LTD /ca/'s disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 50 equally-sized positions, well below its 146 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.39), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
-7.5% -$46.8M
Trim AVGO
-9.2% -$28.7M
Add TTE
+8.1% $19.0M
Add NVDA
+18.3% $12.5M
Trim CRM
-40.5% -$19.1M
Add APH
+239.0% $16.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.91% | -0.49% | +1.30% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.79% | +0.67% | +18.34% | |
| 3 | AVGO | Broadcom INC | Stock-Tech | 4.59% | -0.79% | -9.18% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | -1.44% | -7.48% | |
| 5 | TSLA | Tesla INC | Stock-Consumer Disc | 4.15% | -0.59% | +0.66% | |
| 6 | AZN | AstraZeneca PLC | Stock-Healthcare | 3.42% | +3.42% | NEW | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.39% | -0.38% | -4.17% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.31% | — | +2.05% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.27% | — | +7.23% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | +0.58% | +41.31% | |
| 11 | TTE | Totalenergies Se | Stock-Other | 2.04% | +0.77% | +8.09% | |
| 12 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.96% | — | +3.18% | |
| 13 | SHOP | Shopify INC - Class A | Stock-Tech | 1.79% | -0.41% | +4.76% | |
| 14 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.59% | — | +0.27% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.48% | +0.27% | +0.38% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | -0.12% | +1.49% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.23% | — | +13.83% | |
| 18 | TDG | Transdigm Group INC | Stock-Industrials | 1.22% | — | +18.87% | |
| 19 | GE | General Electric | Stock-Industrials | 1.18% | — | +0.85% | |
| 20 | NET | Cloudflare INC - Class A | Stock-Tech | 1.16% | — | +7.92% | |
| 21 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.12% | -0.18% | +0.46% | |
| 22 | NFLX | Netflix INC | Stock-Comm Services | 1.10% | -0.37% | -31.05% | |
| 23 | MELI | Mercadolibre INC | Stock-Consumer Disc | 1.08% | — | +3.81% | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.05% | +0.25% | +17.08% | |
| 25 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 1.02% | +0.33% | +28.63% | |
| 26 | RPRX | Royalty Pharma plc | Stock-Healthcare | 1.01% | +0.60% | +89.17% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.99% | +0.34% | +19.33% | |
| 28 | LIN | Linde plc | Stock-Materials | 0.99% | +0.21% | +4.32% | |
| 29 | AAPL | Apple INC | Stock-Tech | 0.97% | — | -2.87% | |
| 30 | MU | Micron Technology INC | Stock-Tech | 0.96% | — | -16.12% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 0.89% | +0.62% | +238.99% | |
| 32 | MA | Mastercard INC - A | Stock-Financials | 0.89% | — | -2.27% | |
| 33 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 0.86% | — | +5.25% | |
| 34 | C | Citigroup INC | Stock-Financials | 0.86% | — | -3.47% | |
| 35 | ONC | Beone Medicines Ltd-adr | Stock-Other | 0.84% | — | +12.98% | |
| 36 | HEI | Heico CORP | Stock-Industrials | 0.84% | +0.24% | +57.60% | |
| 37 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.84% | -0.34% | -20.68% | |
| 38 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.82% | +0.26% | +13.39% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.80% | — | -0.81% | |
| 40 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.74% | -0.35% | -13.41% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.70% | — | -26.75% | |
| 42 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 0.67% | -0.27% | -2.60% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.65% | -0.40% | -43.38% | |
| 44 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.64% | — | -1.28% | |
| 45 | CVE | Cenovus Energy INC | Stock-Energy | 0.64% | +0.21% | -11.35% | |
| 46 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.62% | — | +10.90% | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.62% | — | -17.89% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.24% | -25.90% | |
| 49 | LHX | L3harris Technologies INC | Stock-Industrials | 0.58% | +0.19% | +21.43% | |
| 50 | BG | Bunge Global SA | Stock-Consumer Staples | 0.57% | — | +0.26% |
1–50 of 146
Portfolio Performance
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+11.4%
Based on 72% of reported portfolio value with available pricing
- Stdev
- +15.1%
- Beta
- +1.11
- Alpha
- -2.9%
- Max Drawdown
- -9.4%
- Annualized Perf
- +17.8%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.27
- Stutzer
- +0.34
- Treynor
- +0.16
- Sterling
- +0.95
- Calmar
- +1.89
- Information Ratio
- -0.19
- Tracking Error
- +4.5%
- Stdev Down
- +7.8%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +39%
- Worst 12 Months
- +5.9%
- Efficiency Ratio
- +0.49
- Sharpe
- +1.16
- Stdev Sectors
- +7.5%
- Skewness
- +0.12
- Kurtosis
- -0.23
- Upside Potential
- +3.93
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 146 | $2.7B | 30 | |
| 2025-12-31 | 145 | $2.8B | 28 | |
| 2025-09-30 | 145 | $2.8B | 34 | |
| 2025-06-30 | 148 | $2.6B | 0 | |
| 2025-03-31 | 146 | $2.3B | 100 | |
| 2024-12-31 | 145 | $2.5B | 0 | |
| 2024-09-30 | 141 | $2.3B | 0 | |
| 2024-06-30 | 143 | $2.2B | 0 | |
| 2024-03-31 | 147 | $2.1B | 0 | |
| 2023-12-31 | 153 | $2.0B | 0 | |
| 2023-09-30 | 154 | $1.7B | 0 | |
| 2023-06-30 | 159 | $1.8B | 0 | |
| 2023-03-31 | 160 | $1.7B | 0 | |
| 2022-12-31 | 155 | $1.5B | 0 | |
| 2022-09-30 | 157 | $1.4B | 0 | |
| 2022-06-30 | 154 | $1.3B | 0 | |
| 2022-03-31 | 160 | $1.8B | 0 | |
| 2021-12-31 | 157 | $2.0B | 0 | |
| 2021-09-30 | 155 | $1.8B | 0 | |
| 2021-06-30 | 158 | $1.8B | 95 | |
| 2021-03-31 | 155 | $1.7B | 19 | |
| 2020-12-31 | 159 | $1.7B | 24 | |
| 2020-09-30 | 153 | $1.5B | 39 | |
| 2020-06-30 | 170 | $1.1B | 33 | |
| 2020-03-31 | 176 | $891.5M | 56 | |
| 2019-12-31 | 137 | $949.4M | 44 | |
| 2019-09-30 | 137 | $661.1M | 51 | |
| 2019-06-30 | 136 | $420.7M | 14 | |
| 2019-03-31 | 136 | $417.6M | 25 | |
| 2018-12-31 | 129 | $368.8M | 37 | |
| 2018-09-30 | 127 | $320.4M | 61 | |
| 2018-06-30 | 175 | $571.8M | 16 | |
| 2018-03-31 | 174 | $558.2M | 32 | |
| 2017-12-31 | 155 | $527.4M | 100 | |
| 2017-09-30 | 111 | $1.5B | 21 | |
| 2017-06-30 | 114 | $1.5B | 18 | |
| 2017-03-31 | 114 | $1.5B | 19 | |
| 2016-12-31 | 122 | $1.4B | 45 | |
| 2016-09-30 | 139 | $1.4B | 17 | |
| 2016-06-30 | 138 | $1.4B | 24 | |
| 2016-03-31 | 185 | $1.5B | 22 | |
| 2015-12-31 | 186 | $1.6B | 24 | |
| 2015-09-30 | 183 | $1.5B | 93 | |
| 2015-06-30 | 191 | $1.7B | 0 | |
| 2015-03-31 | 178 | $1.6B | 100 | |
| 2014-12-31 | 174 | $1.6B | 0 | |
| 2014-09-30 | 170 | $1.6B | 18 | |
| 2014-06-30 | 176 | $1.6B | 23 | |
| 2014-03-31 | 165 | $1.6B | 16 | |
| 2013-12-31 | 161 | $1.6B | 16 | |
| 2013-09-30 | 159 | $1.5B | 17 | |
| 2013-06-30 | 161 | $1.6B | 0 |
Holding changes this quarter
Capital International LTD /ca/'s most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Synopsys INC (SNPS); New buy: Caterpillar INC (CAT); New buy: Cadence Design Sys INC (CDNS); New buy: Wheaton Precious Metals CORP (WPM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TTE | Totalenergies Se | +0.8% | +8.09% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +18.34% | Add |
| 3 | APH | Amphenol Corp-cl A | +0.6% | +238.99% | Add |
| 4 | RPRX | Royalty Pharma plc | +0.6% | +89.17% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +41.31% | Add |
| 6 | DE | Deere & Co | +0.3% | +19.33% | Add |
| 7 | QSR | Restaurant Brands Intern | +0.3% | +28.63% | Add |
| 8 | COST | Costco Wholesale CORP | +0.3% | +0.38% | Add |
| 9 | FTAI | FTAI Aviation Ltd. | +0.3% | +13.39% | Add |
| 10 | SBUX | Starbucks CORP | +0.3% | +17.08% | Add |
| 11 | HEI | Heico CORP | +0.2% | +57.60% | Add |
| 12 | CVE | Cenovus Energy INC | +0.2% | -11.35% | Trim |
| 13 | LIN | Linde plc | +0.2% | +4.32% | Add |
| 14 | LHX | L3harris Technologies INC | +0.2% | +21.43% | Add |
| 15 | V | Visa Inc-class A Shares | -0.1% | +1.49% | Add |
| 16 | IBN | Icici Bank Ltd-spon Adr | -0.2% | -34.62% | Trim |
| 17 | FCX | Freeport-mcmoran INC | -0.2% | -65.55% | Trim |
| 18 | SPOT | Spotify Technology S.A. | -0.2% | -56.16% | Trim |
| 19 | ISRG | Intuitive Surgical INC | -0.2% | +0.46% | Add |
| 20 | BKNG | Booking Holdings INC | -0.2% | -14.29% | Trim |
| 21 | ABT | Abbott Laboratories | -0.2% | -16.00% | Trim |
| 22 | IR | Ingersoll-rand INC | -0.2% | -43.75% | Trim |
| 23 | CPRT | Copart INC | -0.2% | -34.86% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | -25.90% | Trim |
| 25 | TCOM | Trip.com Group Ltd-adr | -0.3% | -2.60% | Trim |
| 26 | TMO | Thermo Fisher Scientific INC | -0.3% | -20.68% | Trim |
| 27 | DB | Deutsche Bank Aktiengesellschaft | -0.4% | -13.41% | Trim |
| 28 | ECL | Ecolab INC | -0.4% | -63.42% | Trim |
| 29 | NFLX | Netflix INC | -0.4% | -31.05% | Trim |
| 30 | LLY | Eli Lilly & Co | -0.4% | -4.17% | Trim |
| 31 | CB | Chubb Limited | -0.4% | -43.38% | Trim |
| 32 | SHOP | Shopify INC - Class A | -0.4% | +4.76% | Add |
| 33 | BSX | Boston Scientific CORP | -0.4% | -35.68% | Trim |
| 34 | NOW | Servicenow INC | -0.5% | -56.52% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.5% | +1.30% | Add |
| 36 | TSLA | Tesla INC | -0.6% | +0.66% | Add |
| 37 | ALNY | Alnylam Pharmaceuticals INC | -0.6% | -57.03% | Trim |
| 38 | CRM | Salesforce INC | -0.7% | -40.46% | Trim |
| 39 | AVGO | Broadcom INC | -0.8% | -9.18% | Trim |
| 40 | MSFT | Microsoft CORP | -1.4% | -7.48% | Trim |
| 41 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 42 | SNPS | Synopsys INC | — | EXIT | Sold out |
| 43 | CAT | Caterpillar INC | — | NEW | New buy |
| 44 | CDNS | Cadence Design Sys INC | — | NEW | New buy |
| 45 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 46 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 47 | EL | Estee Lauder Companies-cl A | — | EXIT | Sold out |
| 48 | RDDT | Reddit Inc-cl A | — | EXIT | Sold out |
| 49 | CNI | Canadian Natl Railway Co | — | EXIT | Sold out |
| 50 | RTX | Rtx CORP | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-19 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-18 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-15 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-09-17 | Amendment | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-03-02 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-03-02 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
FAQ
What is Capital International LTD /ca/ and what type of investor is it?
Capital International LTD /ca/ is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.7B, spread across 146 disclosed positions.
What are Capital International LTD /ca/'s largest equity positions?
Based on the latest 13F filing, Capital International LTD /ca/'s top holdings by market value are:
1. Meta Platforms Inc-class A (META) — $159.4M (5.9%)
2. Nvidia CORP (NVDA) — $129.3M (4.8%)
3. Broadcom INC (AVGO) — $123.9M (4.6%)
4. Microsoft CORP (MSFT) — $113.6M (4.2%)
5. Tesla INC (TSLA) — $111.9M (4.2%)
What changes did Capital International LTD /ca/ make in its most recent portfolio filing?
In the latest reported quarter, Capital International LTD /ca/ made 50 notable position adjustments: 5 new positions were initiated, 18 existing holdings were added to, 22 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Synopsys INC (SNPS); New buy: Caterpillar INC (CAT); New buy: Cadence Design Sys INC (CDNS); New buy: Wheaton Precious Metals CORP (WPM)
What sectors does Capital International LTD /ca/ focus on?
Capital International LTD /ca/ is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 24.5%
• Health Care: 15.8%
• Consumer Discretionary: 15.7%
• Communication Services: 12.5%
• Industrials: 11.0%
• Financials: 10.7%
Peer Institutions
Institutions with a similar AUM
HC
Henshaw Capital LLC
CIK 0002131483
Total reported value
$2.7B
160 stks
2026-03-31
Concentration9.8
Portfolio Stability14.8
Sector conviction56.4
AUM within 0.0% of this institution
View detail
GI
Gladstone Institutional Advisory LLC
CIK 0001766530
Total reported value
$2.7B
829 stks
2026-03-31
Concentration3.0
Portfolio Stability26.3
Sector conviction51.3
AUM within 0.0% of this institution
View detail
TP
Texas Permanent School Fund CORP
CIK 0001223779
Total reported value
$2.7B
11 stks
2026-03-31
Concentration100.0
Portfolio Stability40.4
Sector conviction0.0
AUM within 0.0% of this institution
View detail
Similar Holdings Style
Institutions with overlapping top holdings
CI
Capital International Sarl
CIK 0001065349
Total reported value
$6.1B
287 stks
2026-03-31
Concentration7.1
Portfolio Stability29.0
Sector conviction44.9
5 of the top 5 holdings overlap, including Meta Platforms Inc-class A
View detail
CG
Capital Group Investment Management Pte. LTD.
CIK 0001939970
Total reported value
$585.0M
140 stks
2026-03-31
Concentration8.2
Portfolio Stability29.9
Sector conviction46.5
5 of the top 5 holdings overlap, including Meta Platforms Inc-class A
View detail
D. E. Shaw & Co., Inc.
CIK 0001009207
Total reported value
$166.3B
5,804 stks
2026-03-31
Concentration1.8
Portfolio Stability53.8
Sector conviction49.1
4 of the top 5 holdings overlap, including Nvidia CORP
View detail