Overview Portfolio Theses Mandate
Private Investment Company · British Columbia

A high-conviction portfolio across technology, semiconductors & AI.

An internal record of how the fund invests — and how it has performed in 2026, reported in full, drawdowns included. Not an offering. Maintained for our partners.

Inception
Jan 2026
Mandate
3-year track record
Holdings
The Book

Portfolio

Net asset value, the fund's 2026 time-weighted return against the S&P 500 and Nasdaq 100 (in CAD), and the names currently held. The chart is plotted as growth of 100 on a log scale so all three lines stay comparable despite very different magnitudes.

year to date · as of Jun 20
S&P 500 · CAD
Nasdaq 100 · CAD
Worst point (YTD)
MWR
pending
Sortino
pending
Beta
pending

Growth of 100, log scale. Fund line is time-weighted return (TWR), rebased to inception, broker-computed. Benchmarks track the S&P 500 and Nasdaq 100 via the SPY and QQQ ETFs, converted to CAD at the daily USD/CAD rate and rebased to inception (ETF price return; a small dividend difference vs. total return). MWR is money-weighted (Modified Dietz). Sortino and Beta are broker-computed (IBKR PortfolioAnalyst), updated periodically; a metric reads "pending" until published.

Holdings
names

The fund also uses modest leverage and a covered-options overlay; positions below are listed by name only, without sizing.

Research Journal

Investment Theses

The reasoning behind each position and the analytical notes that map our path — written to be revisited. The entries below are placeholder examples; replace them with your own.

Mandate

How we operate

QBIT Funds Ltd. runs an active, high-conviction book in technology and AI. The fund is in an early phase — testing and refining its approach — while building a verified, time-weighted track record toward a three-year goal. The record is reported in full, drawdowns included.

Principles
  • 01
    High conviction, concentratedA focused set of technology, semiconductor and AI positions we research deeply.
  • 02
    Leverage & options, used deliberatelyThe book uses modest leverage and a covered-options overlay to shape exposure.
  • 03
    Honestly measuredPerformance is time-weighted, benchmarked in CAD, and shown with its drawdowns.
  • 04
    Everything written downEach thesis is recorded so it can be judged later against what actually happened.