✨ Exclusive: Our Top 10 Holdings
An exclusive chance to peek inside. Our No #1 will surprise you!
In this article we’re giving you exclusive insight into the Top 10 stock positions across both of our portfolios. The list is ranked by portfolio weight, starting from #10 all the way up to our biggest position at #1.
For each stock, you’ll find:
Why we own it — what makes the business so attractive to us.
The company’s mission statement.
A Fundamental Score from 0 to 100 — based on our own scoring framework. This score reflects how fundamentally attractive we believe the company is as an investment.
The average weight across both portfolios.
Now, let’s dive in.
Here are the top 10 positions in our portfolios — and spoiler: No #1 will surprise you! 🚀
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice. Please consult the general disclaimer for more details.
#10: Salesforce (NYSE: CRM) — 2.6%
Salesforce has earned its spot in our portfolio thanks to its dominant role in enterprise software and CRM. It has a wide moat driven by high switching costs. Once companies embed Salesforce into their workflows, they rarely leave.
Under the leadership of co-founder Marc Benioff, Salesforce has expanded well beyond CRM — into data, AI, automation, and analytics with products like Slack, Tableau, and Einstein AI.
It’s also a frontrunner in applying AI to enterprise workflows, helping customers boost productivity and automate decisions.
We believe Salesforce’s recurring revenue, smart acquisitions, and ongoing innovation make it a strong long-term pick — with room to grow as more companies need digital and AI-driven solutions.
Mission: “Help businesses succeed and to use business success to drive positive change for people and our planet.“
Fundamental Score: 78 🟢 → Quality
Weight in Portfolios: 2.6%
#9: Taiwan Semiconductor (NYSE: TSM) — 2.8%
TSMC is the world’s most advanced chipmaker and that’s exactly why it’s in our portfolio. With over 60% market share and a clear lead over rivals like Samsung and Intel, its moat is wide and durable.
It’s years ahead in producing the smallest, most powerful chips, including 3nm and 2nm — a level of precision no other foundry can match. Catching up would take massive capex, deep expertise, and decades of work.
TSMC powers everything from iPhones to AI data centers, and is critical for companies like Nvidia and AMD. As demand for AI and compute surges, TSMC stands at the center of it all — one of the most important and fundamentally strong businesses in the world!
Mission: “Be the trusted technology and capacity provider of the global logic IC industry for years to come.“
Fundamental Score: 79 🟢 → Quality
Weight in Portfolios: 2.8%
#8: Visa (NYSE: V) — 2.8%
Visa is a prime example of a high-quality compounder with a wide moat. As the world’s largest payment network, it processes over 270 billion transactions a year — earning a small fee on each one. Its moat comes from network effects, trust, scale, and global reach — nearly impossible to replicate.
Visa doesn’t issue cards or take on credit risk, which means high margins, low capital needs, and massive free cash flow.
It continues to innovate in real-time payments, B2B, and digital wallets — while benefiting from the shift away from cash.
In our view, Visa is a cash-generating machine with one of the strongest business models in the world. So profitable and dominant it’s almost untouchable.
Mission: “Connect the world through the most innovative, reliable, and secure payment network, enabling individuals, businesses, and economies to thrive“
Fundamental Score: 74 🟢 → Quality
Weight in Portfolios: 2.8%
Now things get more exciting. We’re entering the Top 7, which includes:
🛡️ Fast-growing cybersecurity leader protecting thousands of businesses in real time.
🛒 E-commerce powerhouse building an ecosystem of shopping, payments and logistics.
And then there’s No. 1 — our biggest position. This one will surprise you! A small company powering the AI revolution. It quietly became our biggest position.🔥
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