Jean-Marie Eveillard's Portfolio Focus on Technology and Communication Services
Investor Jean-Marie Eveillard has allocated his portfolio predominantly in Technology and Communication Services, with significant holdings in ORACLE CORP (ORCL), META PLATFORMS INC (META), and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The Energy sector holds a smaller allocation.
Portfolio Highlights
Investor Jean-Marie Eveillard's portfolio emphasizes key sectors, with Technology and Communication Services forming the majority of investments. ORACLE CORP (ORCL) leads with a portfolio value of $2,485,996,484, followed closely by META PLATFORMS INC (META) at $2,446,918,594.
Top Holdings
The largest holdings include ORACLE CORP (ORCL), META PLATFORMS INC (META), and TAIWAN SEMICONDUCTOR MFG LTD (TSM). These stocks collectively account for approximately 20% of the portfolio's value, reflecting a strategic focus on high-growth sectors.
Sector Allocation
Technology dominates with three significant investments: ORACLE CORP (ORCL), TAIWAN SEMICONDUCTOR MFG LTD (TSM), and BECTON DICKINSON & CO (BDX). Communication Services holds META PLATFORMS INC (META) and ALPHABET INC (GOOG), while Basic Materials features WHEATON PRECIOUS METALS CORP (WPM). Energy contributes minimally with IMPERIAL OIL LTD (IMO).
Investment Strategy
The portfolio shows notable decreases in ORACLE CORP (ORCL) and slight increases in META PLATFORMS INC (META), reflecting a cautious approach to market fluctuations. TAIWAN SEMICONDUCTOR MFG LTD (TSM) also saw a small decrease, indicating risk management across sectors.
Conclusion
Eveillard's strategy balances growth potential with diversification, prioritizing high-impact sectors while maintaining moderate exposure in Basic Materials and Energy. This approach aims to balance risk and reward effectively.