William Wang Portfolio
Invests via Talos Asset Management LP | Managed by Franklin Eric Keller, William Wang
Invests via Talos Asset Management LP
Managed by Franklin Eric Keller, William Wang
Automatically Tracked
Built a national consumer-electronics brand around affordable HDTVs and smart TVs, William Wang led a company from startup distribution channels to a public-market exit and ongoing strategic partnerships with content and retail platforms. He deploys operating-led capital allocation, combining supply-chain optimization and direct-to-consumer pricing to pressure legacy competitors. Prior roles span product development, channel sales and corporate development, and he engages with growth equity and strategic buyers on technology-enabled consumer hardware plays. Market participants view him as an operator-turned-investor who brings distribution know-how and commercialization expertise to board and advisory roles.
Built a national consumer-electronics brand around affordable HDTVs and smart TVs, William Wang led a company from startup distribution channels to a public-market exit and ongoing strategic partnerships with content and retail platforms. He deploys operating-led capital allocation, combining supply-chain optimization and direct-to-consumer pricing to pressure legacy competitors. Prior roles span product development, channel sales and corporate development, and he engages with growth equity and strategic buyers on technology-enabled consumer hardware plays. Market participants view him as an operator-turned-investor who brings distribution know-how and commercialization expertise to board and advisory roles.
Investment Philosophy & Strategy
Operates with an operator-investor mentality, prioritizing investments where hands-on supply-chain and go-to-market interventions accelerate scale. Focuses on technology-enabled consumer hardware and adjacent services, favoring growth equity and strategic minority stakes that preserve operational influence. Capital allocation emphasizes inventory efficiency, channel diversification (direct-to-consumer and retail partnerships) and margin expansion through product-cost engineering. Prefers multi-year holds to realize commercialization and distribution improvements, applies scenario-based downside controls, and leverages board/advisory roles to de-risk execution and unlock strategic buyer exit optionality.
Operates with an operator-investor mentality, prioritizing investments where hands-on supply-chain and go-to-market interventions accelerate scale. Focuses on technology-enabled consumer hardware and adjacent services, favoring growth equity and strategic minority stakes that preserve operational influence. Capital allocation emphasizes inventory efficiency, channel diversification (direct-to-consumer and retail partnerships) and margin expansion through product-cost engineering. Prefers multi-year holds to realize commercialization and distribution improvements, applies scenario-based downside controls, and leverages board/advisory roles to de-risk execution and unlock strategic buyer exit optionality.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
129.45%
Gain -3.84%
Monthly
3.93%
Yearly
58.97%
Drawdown
42.43%
$556.99M
Equity
Holdings
$556.99M
Investment
$561.85M
$433.88M
Profit -$24.76M
Realized
$438.74M
Unrealized
-$4.86M
Dividends
$4.76M
Goals
Avg. 4.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.84%
Profit
-$24.76M
Win %
56%
This Week
Compared To Last Week
Gain
-15.61%
Profit
-$102.99M
Win %
56%
This Month
Compared to last month
Gain
-12.85%
Profit
-$82.1M
Win %
56%
This Year
Compared to last year
Gain
-18.25%
Profit
-$124.35M
Win %
77%
CRWV CoreWeave, Inc.
-13.57%
-$1.22M 
COHR Coherent Corp.
-6.84%
-$1.24M 
STX Seagate Technology Holdings plc
-6.7%
-$1.62M 
P Everpure Inc.
-6.43%
-$3.35M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.49%
-$1.98M 
AMD Advanced Micro Devices, Inc.
-5.35%
-$2.08M 
MKSI MKS Instruments Inc.
-5.05%
-$428,632.05 
MU Micron Technology, Inc.
-4.99%
-$918,136.42 
CRDO Credo Technology Group Holding Ltd.
-4.82%
-$1.93M 
LITE Lumentum Holdings Inc.
-4.75%
-$1.33M 
TER Teradyne, Inc.
-4.73%
-$839,156.48 
ONTO Onto Innovation Inc.
-4.45%
-$1.1M 
NTNX Nutanix, Inc.
-4.26%
-$561,429.02 
SMTC Semtech Corporation
-4.08%
-$361,057.61 
AMAT Applied Materials, Inc.
-3.77%
-$837,084.92 
NOK Nokia Corporation Sponsored ADR
-3.6%
-$433,768.5 
SNPS Synopsys, Inc.
-3.52%
-$1.76M 
VRT Vertiv Holdings Co
-3.5%
-$672,934.72 
STM STMicroelectronics N.V.
-2.47%
-$476,215 
APH Amphenol Corporation
-2.29%
-$1.59M 
ALGM Allegro MicroSystems, Inc.
-2.26%
-$133,298 
ASML ASML Holding N.V. New York Registry Shares
-0.51%
-$71,985.69 Events
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Dividends
Dividend Analysis
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| Trades 145 | Longs Won 90/145 62% | Profit Factor 3.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $10.59M |
| Average Win $6.84M | Best Trade (Jun 29) $85.84M | Sharpe Ratio -20.11 |
| Average Loss -$3.3M | Worst Trade (Mar 30) -$28.48M | Z-Score -3.15 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 4d | Expectancy $2.99M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% | 4.49% |
| Consecutive Losing Trades | 169 | 152 | 135 | 118 | 101 | 84 | 68 | 51 | 34 | 17 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 119,641 | $57.79M | $34.14M | - | -$23.64M | -40.92% | -5.494% |
| ALGM Allegro MicroSystems, Inc. | 182,600 | $4.82M | $5.78M | - | $958,650 | 19.9% | -2.256% |
| AMAT Applied Materials, Inc. | 51,640 | $37.34M | $21.37M | - | -$15.97M | -42.77% | -3.77% |
| AMD Advanced Micro Devices, Inc. | 69,200 | $40.2M | $36.83M | - | -$3.37M | -8.39% | -5.348% |
| APH Amphenol Corporation | 852,796 | $26.46M | $67.9M | - | $41.44M | 156.65% | -2.295% |
| ASML ASML Holding N.V. New York Registry Shares | 8,580 | $8.31M | $14.15M | - | $5.84M | 70.34% | -0.506% |
| COHR Coherent Corp. | 72,400 | $28.56M | $16.9M | - | -$11.66M | -40.81% | -6.836% |
| CRDO Credo Technology Group Holding Ltd. | 223,836 | $49.67M | $38.03M | - | -$11.64M | -23.44% | -4.824% |
| CRWV CoreWeave, Inc. | 128,600 | $12.8M | $7.75M | - | -$5.06M | -39.49% | -13.574% |
| LITE Lumentum Holdings Inc. | 32,240 | $11.88M | $26.7M | - | $14.82M | 124.71% | -4.746% |
| MKSI MKS Instruments Inc. | 37,111 | $8.53M | $8.05M | - | -$476,505.27 | -5.59% | -5.054% |
 MSI Motorola Solutions, Inc. | 26,560 | $11.53M | $12.28M | - | $757,225.41 | 6.57% | +1.334% |
| MU Micron Technology, Inc. | 19,764 | $22.81M | $17.49M | - | -$5.33M | -23.35% | -4.989% |
| NOK Nokia Corporation Sponsored ADR | 1.26M | $10.11M | $11.6M | - | $1.49M | 14.74% | -3.605% |
| NTNX Nutanix, Inc. | 188,399 | $9.6M | $12.62M | - | $3.02M | 31.48% | -4.258% |
 NXPI NXP Semiconductors N.V. | 84,800 | $23.83M | $19.62M | - | -$4.22M | -17.69% | +0.095% |
| ONTO Onto Innovation Inc. | 106,373 | $21.81M | $23.58M | - | $1.76M | 8.08% | -4.447% |
| P Everpure Inc. | 390,900 | $30.8M | $48.79M | - | $17.99M | 58.42% | -6.432% |
| SMTC Semtech Corporation | 61,300 | $9.92M | $8.48M | - | -$1.44M | -14.54% | -4.084% |
| SNPS Synopsys, Inc. | 106,520 | $47.52M | $48.11M | - | $590,653.8 | 1.24% | -3.524% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for William Wang?
The largest contributions to the portfolio's profits come from the following stocks: SanDisk Corporation - $106.87M, Western Digital Corporation - $69.15M, Seagate Technology Holdings plc - $29.91M, Corning Incorporated - $28.24M, and ASML Holding N.V. New York Registry Shares - $25.86M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Marvell Technology, Inc - $25.97M, CoreWeave, Inc - $8.36M, Synopsys, Inc - $4.32M, ON Semiconductor Corporation - $4.26M, and Mobileye Global Inc - $1.93M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Wang's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.76M earned over time. The largest contributors to dividend income include Corning Incorporated - $592,937.8, Seagate Technology Holdings plc - $574,728, Texas Instruments Inc - $544,952, Microchip Technology Incorporated - $503,811.04, and ASML Holding N.V. New York Registry Shares - $359,130.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Wang's monthly returns?
William Wang's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can William Wang's strategy be considered aggressive or moderate?
William Wang's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow William Wang's strategy?
William Wang's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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