Performance

How his basket has done

A basket of his 27 highest-conviction owned names (conviction above 7), rebased to 100 on 2026-01-11, against the SOXX semiconductor and QQQ Nasdaq-100 ETFs. The conviction weighting is steeper than linear, so his strongest bets dominate — switch to equal-weight below.

+180.9%
Serenity basket · 2026-01-112026-08-04
vs SOXX +115.8ppvs QQQ +165.2pp
75150225300375450Jan 12Mar 20May 27Aug 4
Serenity basket 281SOXX 165QQQ 116· indexed to 100 at start
Deep dive: Sivers — his #1 conviction name, which drove most of this →
How to read this. This is a static basket of his current owned names rebased from 2026-01-11 — it does not model when he actually entered or exited, so it shows how today's basket would have performed, not realised P&L. Only his conviction-above-7 names count (38 lower-conviction owned names are left out), and weight rises with the square of conviction — so a few top names carry most of it. $AXTI alone added ~15pp of the conviction basket's 181%. International local listings (marked ) are in local currency, not converted to USD. Prices are split/dividend-adjusted EOD from FMP. Not investment advice.

Holdings & contribution

Every included name, by conviction weight. Contribution = weight × return.

TickerCompanyConv.WeightReturnContrib.
$AXTIaxt inc10.07.9%+184%+14.6pp
$SIVEsivers10.07.9%+820%+64.9pp
$3105Win Semiconductors (WIN Semi)9.04.5%+59%+2.6pp
$3363FOCI Fiber Optic Communications9.04.5%+33%+1.5pp
$6451Shunsin Technology9.04.5%+156%+6.9pp
$6830MSSCorps9.04.5%+119%+5.3pp
$AAOIapplied optoelectronics9.04.5%+287%+12.8pp
$AEHRaehr test systems9.04.5%+318%+14.2pp
$EWYiShares MSCI South Korea ETF (Samsung Electronics / SK Hynix proxy)9.04.5%+57%+2.5pp
$IQEiqe plc9.04.5%+510%+22.8pp
$LPKlpkf laser & electronics9.04.5%+150%+6.7pp
$MUmicron technology9.04.5%+159%+7.1pp
$NBISnebius group9.04.5%+131%+5.8pp
$RDDTreddit9.04.5%-35%-1.5pp
$SOIsoitec9.04.5%+0%+0.0pp
$TSEMtower semiconductor9.04.5%+75%+3.3pp
$8147Nextronics Engineering8.02.0%+18%+0.3pp
$ARMarm holdings8.02.0%+151%+3.0pp
$AVAVaerovironment8.02.0%-54%-1.1pp
$CRCLcircle internet group8.02.0%-24%-0.5pp
$HPS.Ahammond8.02.0%+63%+1.3pp
$INTCIntel Corporation8.02.0%+121%+2.4pp
$RKLBrocket lab8.02.0%-12%-0.2pp
$SNDKsandisk8.02.0%+278%+5.5pp
$TOWATowa Corporation8.02.0%+13%+0.3pp
$XFABx-fab silicon foundries8.02.0%+23%+0.5pp
$XLUUtilities Select Sector SPDR Fund (XLU)8.02.0%+5%+0.1pp

Tracked but excluded

Owned names with no usable FMP price history at the start date — left out of the index rather than silently dropped.

$SIVEF

Generated 2026-08-05 · prices via Financial Modeling Prep · see the universe and methodology & accuracy.