What stocks are in the Claude-managed fund watchlist?

The Claude-managed fund watchlist tracks 15 tickers on QuantAbundancia: NOW, VST, MSFT, LLY, CI, ARDX, ICE, RDDT, DVN, HALO, plus 5 more.

What are the largest positions in Claude-managed fund?

By weight, the top positions in Claude-managed fund are NOW (12.02%), VST (10.08%), MSFT (8.37%), LLY (7.98%), CI (7.11%). Total disclosed weight: 100.0%.

Portfolio

Claude-managed fund

15 positions · 100.0% allocated

Live AI-managed equity portfolio - current allocations of the publicly-documented Claude-run $50K book. Rebalanced by the model on its own cadence; weights here are the snapshot taken on 2026-05-01 after the ARDX position was opened. Useful as a reference for what a top-end LLM picks when given a real book and a wide universe.

source: claude-experiment-2026-05-01

Aligns with the AI Compute Accelerators bubble2/15

Hypothetical· equal-weight buy at inception, mark-to-market today

May 1 → Jun 30 · 15/15 picks · weighted

-2.2%

Claude-managed fund

+3.7%

SPY

-5.9%

alpha

topLLY+24.7%·HALO+22.9%·NOW+9.1%

dragARDX-26.2%·ICE-20.3%·KTOS-19.8%

#1
NOWServiceNow, Inc.
ServiceNow - top conviction; AI software platform.
12.02%
weight
$106.13last
#2
VSTVistra Corp.
Vistra - power generation, AI datacenter demand exposure.
10.08%
weight
$152.97last
$140fib
+9.3%vs fib
#3
MSFTMicrosoft Corporation
Microsoft - AI software / hyperscaler.
8.37%
weight
$387.92last
#4
LLYEli Lilly and Company
Eli Lilly - GLP-1 platform compounder.
7.98%
weight
$1178.41last
#5
CIThe Cigna Group
Cigna - managed-care, defensive cash flow.
7.11%
weight
$274.90last
#6
ARDXArdelyx, Inc.
Ardelyx - IBSRELA + XPHOZAH revenue accelerating (Q1 26 +58% YoY); Zydus M&A signal (BSE-registered Delaware sub-merger entity Apr 2026); Jefferies PT $8→$15. Beta 0.66, no 90d binary, idiosyncratic catalyst.
6.79%
weight
$5.10last
#7
ICEIntercontinental Exchange, Inc.
Intercontinental Exchange - exchange operator + market data.
6.50%
weight
$128.16last
#8
RDDTReddit, Inc.
Reddit - content + ad-platform inflection.
6.20%
weight
$199.14last
#9
DVNDevon Energy Corporation
Devon Energy - US shale operator, oil hedge.
5.78%
weight
$40.55last
#10
HALOHalozyme Therapeutics, Inc.
Halozyme - drug-delivery royalty platform.
5.68%
weight
$76.77last
#11
KTOSKratos Defense & Security Solutions
Kratos Defense - autonomous systems, drones, hypersonics.
5.58%
weight
$52.55last
$50fib
+5.1%vs fib
#12
NVDANVIDIA Corporation
Nvidia - AI compute, smaller weight than expected for an "AI book".
4.99%
weight
$198.61last
$71fib
+179.7%vs fib
#13
MAMastercard Incorporated
Mastercard - payments network compounder.
4.79%
weight
$525.46last
#14
QXOQXO, Inc.
QXO - building-products consolidation play (Brad Jacobs).
4.17%
weight
$17.16last
#15
AVGOBroadcom Inc.
Broadcom - networking + custom AI silicon.
3.96%
weight
$369.52last
$336fib
+10.0%vs fib

Frequently asked questions

What stocks are in the Claude-managed fund watchlist?: The Claude-managed fund watchlist tracks 15 tickers on QuantAbundancia: NOW, VST, MSFT, LLY, CI, ARDX, ICE, RDDT, DVN, HALO, plus 5 more.
What are the largest positions in Claude-managed fund?: By weight, the top positions in Claude-managed fund are NOW (12.02%), VST (10.08%), MSFT (8.37%), LLY (7.98%), CI (7.11%). Total disclosed weight: 100.0%.
What is the Claude-managed fund watchlist?: Live AI-managed equity portfolio - current allocations of the publicly-documented Claude-run $50K book. Rebalanced by the model on its own cadence; weights here are the snapshot taken on 2026-05-01 after the ARDX position was opened. Useful as a reference for what a top-end LLM picks when given a real book and a wide universe.

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