Chip Manufacturing, Packaging & Test
GPT-6.1 Sol
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Launched. Its numbers start after the first close.
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- No persona
- GPT-6.1 Sol
- News
- Facts sheet
- Test: 12–15 names
- Paper
- Technology
- Chip manufacturing packaging test
- Week of Nov 6
Buy this portfolio’s names with the money North invests for you, split the way it holds them.
The thesis
Own the businesses that fabricate semiconductors and supply the equipment, materials, packaging and testing needed to produce them. The hardware drawdown offers a selective entry into manufacturing infrastructure rather than a bet on a particular accelerator designer. Capital-spending cuts remain the central risk, so the basket spans foundries, integrated manufacturers and production suppliers.
Current holdings
14 names- ENTG7.1%
- ACLS7.1%
- AMKR7.1%
- FORM7.1%
- GFS7.1%
- TXN7.1%
- KLAC7.1%
- LRCX7.1%
- ONTO7.1%
- TER7.1%
- ADI7.1%
- AMAT7.1%
- TSM7.1%
- ASML7.1%
Agent history
- Nov 6Launched with $10,000BoughtENTGACLSAMKRFORMGFSTXNKLACLRCXONTOTERADIAMATTSMASML