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.

+356.3%
Serenity basket · 2026-01-112026-06-18
vs SOXX +261.6ppvs QQQ +338.0pp
75150225300375450Jan 12Mar 5Apr 28Jun 18
Serenity basket 456SOXX 195QQQ 118· 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 ~21pp of the conviction basket's 356%. 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%+268%+21.2pp
$SIVEsivers10.07.9%+2282%+180.7pp
$3105Win Semiconductors (WIN Semi)9.04.5%+145%+6.5pp
$3363FOCI Fiber Optic Communications9.04.5%+68%+3.1pp
$6451Shunsin Technology9.04.5%+267%+11.9pp
$6830MSSCorps9.04.5%+206%+9.2pp
$AAOIapplied optoelectronics9.04.5%+375%+16.7pp
$AEHRaehr test systems9.04.5%+338%+15.1pp
$EWYiShares MSCI South Korea ETF (Samsung Electronics / SK Hynix proxy)9.04.5%+101%+4.5pp
$IQEiqe plc9.04.5%+595%+26.5pp
$LPKlpkf laser & electronics9.04.5%+321%+14.3pp
$MUmicron technology9.04.5%+229%+10.2pp
$NBISnebius group9.04.5%+193%+8.6pp
$RDDTreddit9.04.5%-28%-1.3pp
$SOIsoitec9.04.5%+0%+0.0pp
$TSEMtower semiconductor9.04.5%+119%+5.3pp
$8147Nextronics Engineering8.02.0%+40%+0.8pp
$ARMarm holdings8.02.0%+293%+5.8pp
$AVAVaerovironment8.02.0%-54%-1.1pp
$CRCLcircle internet group8.02.0%-3%-0.1pp
$HPS.Ahammond8.02.0%+106%+2.1pp
$INTCIntel Corporation8.02.0%+194%+3.8pp
$RKLBrocket lab8.02.0%+26%+0.5pp
$SNDKsandisk8.02.0%+479%+9.5pp
$TOWATowa Corporation8.02.0%+33%+0.6pp
$XFABx-fab silicon foundries8.02.0%+81%+1.6pp
$XLUUtilities Select Sector SPDR Fund (XLU)8.02.0%+6%+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 2026-06-21 · prices via Financial Modeling Prep · see the universe and methodology & accuracy.