LS
Loomis Sayles & Co L P 13F Filings & AI Analysis
Loomis Sayles & Co L PCIK: 0000312348
Diversified strategyMomentum followerLong-term holder
Total reported value
$74.3B
Reporting period: 2026-03-31 · Number of holdings: 1168
LOOMIS SAYLES & CO L P disclosed 1168 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $74.3B and a quarterly turnover rate of 17.3%.
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Personality snowflake
- Concentration
- 14.19
- Portfolio Stability
- 17.34
- Momentum/Contrarian
- 100
- Sector conviction
- 53.85
- Diversification
- 100
- Sizing Uniformity
- 50.5
Loomis Sayles & Co L P's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 28 equally-sized positions, well below its 1168 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 4.95), 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
Add NFLX
+2.0% $160.4M
Add BKNG
+6096.5% $506.7M
Add NVDA
+1.6% -$377.1M
Trim TSLA
+0.0% -$984.3M
Trim SHOP
-0.5% -$620.7M
Trim ORCL
+3.9% -$680.4M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
LOOMIS SAYLES is hunting Alpha through a hyper-diversified momentum basket, doubling down on mega-cap tech scale with active adds to TSLA, MSFT, META, and ORCL while trimming SHOP and CRM. This is not a defensive rotation but a conviction bet that pricing power and earnings momentum remain with the largest platforms.
Macro & Fundamentals
The portfolio is pricing in a continued disinflationary growth regime where mega-cap technology companies expand margins and dominate earnings growth. The opposing thesis is that this exact crowding—48% in Tech and Comm Services—is a reflexivity bomb that will compress multiples the moment liquidity tightens or growth decelerates, leaving zero protection from value or cyclical factors.
Blind Spots / Risks
The 100% momentum tilt wedded to a turnover ratio of 0.17 locks this portfolio into a single-factor discipline that is incapable of adapting to regime changes. This is not a diversified quant strategy; it is a maximum-conviction momentum bet hidden beneath 718 holdings, making a momentum crash—not sector exposure or duration—the textbook tail risk that can hit every position simultaneously.
Produced with AI assistance from publicly disclosed 13F data. Historical only; not a personalized investment recommendation.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1168 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.62% | +0.54% | +1.58% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.71% | +0.24% | +1.15% | |
| 3 | TSLA | Tesla INC | Stock-Consumer Disc | 6.33% | -0.53% | +0.04% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.74% | -0.16% | +0.58% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.14% | +0.14% | +2.02% | |
| 6 | NFLX | Netflix INC | Stock-Comm Services | 4.91% | +0.70% | +2.00% | |
| 7 | BA | Boeing Co/the | Stock-Industrials | 3.77% | +0.06% | -0.69% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.76% | -0.14% | +0.35% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 3.33% | -0.48% | +3.94% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.48% | +1.11% | |
| 11 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 2.53% | +0.10% | -1.38% | |
| 12 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 2.41% | +0.21% | -0.74% | |
| 13 | SHOP | Shopify INC - Class A | Stock-Tech | 2.30% | -0.51% | -0.46% | |
| 14 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.99% | — | -1.14% | |
| 15 | ADSK | Autodesk INC | Stock-Tech | 1.85% | -0.22% | -0.98% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.81% | -0.13% | -1.34% | |
| 17 | CRM | Salesforce INC | Stock-Tech | 1.52% | -0.42% | -0.21% | |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.13% | +0.17% | -1.08% | |
| 19 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.12% | +0.20% | -1.95% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.01% | -1.33% | |
| 21 | EXPD | Expeditors Intl Wash INC | Stock-Industrials | 1.08% | +0.06% | -1.36% | |
| 22 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.05% | -0.12% | -0.92% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.04% | +0.27% | -0.40% | |
| 24 | SEIC | Sei Investments Company | Stock-Financials | 0.91% | +0.05% | -1.32% | |
| 25 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.90% | -0.06% | -1.07% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.84% | -0.21% | -0.69% | |
| 27 | YUM | Yum! Brands INC | Stock-Consumer Disc | 0.78% | — | -1.15% | |
| 28 | QCOM | Qualcomm INC | Stock-Tech | 0.73% | -0.15% | -1.48% | |
| 29 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.70% | +0.69% | +6096.52% | |
| 30 | XYZ | Block INC | Stock-Financials | 0.60% | +0.01% | -1.31% | |
| 31 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.56% | -0.05% | -0.45% | |
| 32 | ILMN | Illumina INC | Stock-Healthcare | 0.49% | -0.17% | -29.45% | |
| 33 | FDS | Factset Research Systems INC | Stock-Financials | 0.43% | -0.09% | -1.15% | |
| 34 | MA | Mastercard INC - A | Stock-Financials | 0.41% | — | +4.86% | |
| 35 | LSGR | Natixis Loomis Focused Grwth | ETF-Other | 0.40% | — | +1.54% | |
| 36 | SPGI | S&p Global INC | Stock-Financials | 0.39% | -0.01% | +6.03% | |
| 37 | PYPL | Paypal Holdings INC | Stock-Financials | 0.39% | -0.07% | -1.49% | |
| 38 | WDAY | Workday Inc-class A | Stock-Tech | 0.36% | -0.18% | -0.80% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | — | -16.86% | |
| 40 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.30% | — | -19.78% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.29% | -0.12% | -37.38% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.28% | — | +5.98% | |
| 43 | YUMC | Yum China Holdings INC | Stock-Consumer Disc | 0.28% | — | -0.54% | |
| 44 | BLK | Blackrock INC | Stock-Financials | 0.27% | -0.08% | -23.66% | |
| 45 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.26% | — | -12.93% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | — | -8.77% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.03% | -9.55% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.25% | — | -9.73% | |
| 49 | ECHO 3.875 11-30-30 | Echostar CORP | Stock-Comm Services | 0.25% | — | -18.58% | |
| 50 | CMI | Cummins INC | Stock-Industrials | 0.24% | -0.07% | -33.30% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
-2.2%
Performance Last 4 Quarters
+3.2%
Based on 78% of reported portfolio value with available pricing
- Stdev
- +17.2%
- Beta
- +1.23
- Alpha
- -8.4%
- Max Drawdown
- -13.3%
- Annualized Perf
- +13.7%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +1.49
- Stutzer
- +0.25
- Treynor
- +0.12
- Sterling
- +0.65
- Calmar
- +1.03
- Information Ratio
- -0.62
- Tracking Error
- +6.6%
- Stdev Down
- +9.6%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +38.7%
- Worst 12 Months
- +2.4%
- Efficiency Ratio
- +0.32
- Sharpe
- +0.84
- Stdev Sectors
- +9%
- Skewness
- +0.13
- Kurtosis
- -0.42
- Upside Potential
- +3.29
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1168 | $74.3B | 17 | |
| 2025-12-31 | 1124 | $83.0B | 14 | |
| 2025-09-30 | 1132 | $84.1B | 30 | |
| 2025-06-30 | 1145 | $79.8B | 0 | |
| 2025-03-31 | 1086 | $69.2B | 100 | |
| 2024-12-31 | 1079 | $79.2B | 0 | |
| 2024-09-30 | 1044 | $76.2B | 0 | |
| 2024-06-30 | 1079 | $72.6B | 0 | |
| 2024-03-31 | 1058 | $70.3B | 0 | |
| 2023-12-31 | 1326 | $65.3B | 0 | |
| 2023-09-30 | 1277 | $58.2B | 0 | |
| 2023-06-30 | 1343 | $62.0B | 0 | |
| 2023-03-31 | 1340 | $57.6B | 0 | |
| 2022-12-31 | 1195 | $49.9B | 0 | |
| 2022-09-30 | 1297 | $49.4B | 0 | |
| 2022-06-30 | 1328 | $53.9B | 0 | |
| 2022-03-31 | 1409 | $74.8B | 0 | |
| 2021-12-31 | 1168 | $82.7B | 0 | |
| 2021-09-30 | 1290 | $81.3B | 0 | |
| 2021-06-30 | 1223 | $82.5B | 97 | |
| 2021-03-31 | 1216 | $77.2B | 16 | |
| 2020-12-31 | 1174 | $75.7B | 21 | |
| 2020-09-30 | 1004 | $68.7B | 16 | |
| 2020-06-30 | 1045 | $62.3B | 36 | |
| 2020-03-31 | 1090 | $48.5B | 33 | |
| 2019-12-31 | 1125 | $58.8B | 20 | |
| 2019-09-30 | 1056 | $52.0B | 13 | |
| 2019-06-30 | 856 | $53.6B | 12 | |
| 2019-03-31 | 1064 | $50.9B | 23 | |
| 2018-12-31 | 1131 | $42.4B | 26 | |
| 2018-09-30 | 1192 | $51.0B | 15 | |
| 2018-06-30 | 1173 | $49.5B | 17 | |
| 2018-03-31 | 1195 | $47.1B | 14 | |
| 2017-12-31 | 1156 | $48.0B | 15 | |
| 2017-09-30 | 1268 | $45.9B | 17 | |
| 2017-06-30 | 1281 | $42.5B | 17 | |
| 2017-03-31 | 1283 | $40.1B | 20 | |
| 2016-12-31 | 1350 | $40.7B | 20 | |
| 2016-09-30 | 1339 | $39.5B | 22 | |
| 2016-06-30 | 1335 | $36.8B | 16 | |
| 2016-03-31 | 1406 | $35.2B | 19 | |
| 2015-12-31 | 1398 | $35.5B | 29 | |
| 2015-09-30 | 1368 | $33.8B | 18 | |
| 2015-06-30 | 1281 | $36.6B | 24 | |
| 2015-03-31 | 1128 | $36.1B | 18 | |
| 2014-12-31 | 1128 | $36.1B | 24 | |
| 2014-09-30 | 1112 | $34.1B | 18 | |
| 2014-06-30 | 1152 | $35.2B | 21 | |
| 2014-03-31 | 1136 | $35.3B | 22 | |
| 2013-12-31 | 1161 | $33.3B | 27 | |
| 2013-09-30 | 1139 | $30.9B | 29 | |
| 2013-06-30 | 1107 | $28.0B | 0 |
Holding changes this quarter
Loomis Sayles & Co L P's most significant position changes for 2026-03-31: Sold out: Piper Sandler Cos (62C); New buy: Piper Sandler Cos (PIPR); Add: Netflix INC (NFLX) — shares +2.00%; Add: Booking Holdings INC (BKNG) — shares +6096.52%; Add: Nvidia CORP (NVDA) — shares +1.58%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +0.7% | +2.00% | Add |
| 2 | BKNG | Booking Holdings INC | +0.7% | +6096.52% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +1.58% | Add |
| 4 | DE | Deere & Co | +0.3% | -0.40% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.15% | Add |
| 6 | VRTX | Vertex Pharmaceuticals INC | +0.2% | -0.74% | Trim |
| 7 | NVS | Novartis Ag-sponsored Adr | +0.2% | -1.95% | Trim |
| 8 | SBUX | Starbucks CORP | +0.2% | -1.08% | Trim |
| 9 | AMZN | Amazon.com INC | +0.1% | +2.02% | Add |
| 10 | MNST | Monster Beverage CORP | +0.1% | -1.38% | Trim |
| 11 | EXPE | Expedia Group INC | +0.1% | +415.82% | Add |
| 12 | TYL | Tyler Technologies INC | +0.1% | +560.14% | Add |
| 13 | ARM | Arm Holdings Plc-adr | +0.1% | +3.66% | Add |
| 14 | BA | Boeing Co/the | +0.1% | -0.69% | Trim |
| 15 | EXPD | Expeditors Intl Wash INC | +0.1% | -1.36% | Trim |
| 16 | SEIC | Sei Investments Company | +0.1% | -1.32% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -1.33% | Trim |
| 18 | XYZ | Block INC | 0% | -1.31% | Trim |
| 19 | SPGI | S&p Global INC | 0% | +6.03% | Add |
| 20 | ROP | Roper Technologies INC | 0% | -0.09% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -9.55% | Trim |
| 22 | NKE | Nike INC -cl B | -0.1% | -0.45% | Trim |
| 23 | DOCS | Doximity Inc-class A | -0.1% | +0.33% | Add |
| 24 | TMO | Thermo Fisher Scientific INC | -0.1% | -1.07% | Trim |
| 25 | BA 6 10-15-27 | Boeing Co/the | -0.1% | -92.88% | Trim |
| 26 | PYPL | Paypal Holdings INC | -0.1% | -1.49% | Trim |
| 27 | CMI | Cummins INC | -0.1% | -33.30% | Trim |
| 28 | TBBK | Bancorp Inc/the | -0.1% | -87.10% | Trim |
| 29 | BLK | Blackrock INC | -0.1% | -23.66% | Trim |
| 30 | HD | Home Depot INC | -0.1% | -31.68% | Trim |
| 31 | FDS | Factset Research Systems INC | -0.1% | -1.15% | Trim |
| 32 | DHR | Danaher CORP | -0.1% | -31.72% | Trim |
| 33 | MTD | Mettler-toledo International | -0.1% | -36.35% | Trim |
| 34 | ISRG | Intuitive Surgical INC | -0.1% | -0.92% | Trim |
| 35 | PH | Parker Hannifin CORP | -0.1% | -37.38% | Trim |
| 36 | DIS | Walt Disney Co/the | -0.1% | -1.34% | Trim |
| 37 | V | Visa Inc-class A Shares | -0.1% | +0.35% | Add |
| 38 | QCOM | Qualcomm INC | -0.2% | -1.48% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.2% | +0.58% | Add |
| 40 | ILMN | Illumina INC | -0.2% | -29.45% | Trim |
| 41 | WDAY | Workday Inc-class A | -0.2% | -0.80% | Trim |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -0.69% | Trim |
| 43 | ADSK | Autodesk INC | -0.2% | -0.98% | Trim |
| 44 | CRM | Salesforce INC | -0.4% | -0.21% | Trim |
| 45 | ORCL | Oracle CORP | -0.5% | +3.94% | Add |
| 46 | MSFT | Microsoft CORP | -0.5% | +1.11% | Add |
| 47 | SHOP | Shopify INC - Class A | -0.5% | -0.46% | Trim |
| 48 | TSLA | Tesla INC | -0.5% | +0.04% | Add |
| 49 | 62C | Piper Sandler Cos | — | EXIT | Sold out |
| 50 | PIPR | Piper Sandler Cos | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 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 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 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 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | Amendment | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-05 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 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 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 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 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-11 | 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 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-12-18 | Amendment | 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 | 2014-02-12 | 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 Loomis Sayles & Co L P and what type of investor is it?
Loomis Sayles & Co L P 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 $74.3B, spread across 1168 disclosed positions.
What are Loomis Sayles & Co L P's largest equity positions?
Based on the latest 13F filing, Loomis Sayles & Co L P's top holdings by market value are:
1. Nvidia CORP (NVDA) — $7.1B (9.6%)
2. Alphabet Inc-cl A (GOOGL) — $5.0B (6.7%)
3. Tesla INC (TSLA) — $4.7B (6.3%)
4. Meta Platforms Inc-class A (META) — $4.3B (5.7%)
5. Amazon.com INC (AMZN) — $3.8B (5.1%)
What changes did Loomis Sayles & Co L P make in its most recent portfolio filing?
In the latest reported quarter, Loomis Sayles & Co L P made 50 notable position adjustments: 1 new positions were initiated, 15 existing holdings were added to, 33 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Piper Sandler Cos (62C); New buy: Piper Sandler Cos (PIPR); Add: Netflix INC (NFLX) — shares +2.00%; Add: Booking Holdings INC (BKNG) — shares +6096.52%; Add: Nvidia CORP (NVDA) — shares +1.58%
What sectors does Loomis Sayles & Co L P focus on?
Loomis Sayles & Co L P is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.5%
• Communication Services: 21.5%
• Consumer Discretionary: 17.9%
• Health Care: 11.3%
• Industrials: 9.4%
• Financials: 9.1%
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Two Sigma Investments, LP
CIK 0001179392
Total reported value
$123.9B
4,546 stks
2026-03-31
Concentration1.1
Portfolio Stability85.5
Sector conviction40.3
4 of the top 5 holdings overlap, including Nvidia CORP
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