Current Positions

A transparent view of active portfolio holdings, capital allocation, and position changes. Updated as allocations change.

Portfolio snapshot

Active Positions
1

Average Holding Period
2 weeks

Last Updated
April 24, 2026

Current holdings

Forgent Power Solutions, Inc. (NYSE: FPS)

Position Status
Building

Initial Entry Date
April 13, 2026

Position summary
Valuation and constraint remain aligned.

Analysis Coverage
Forgent Compresses Data Center Power Infrastructure Timelines

Closed Positions

Navitas Semiconductor (NASDAQ: NVTS)

Status
Closed

Entry
December 17, 2025

Exit
April 24, 2026

Exit reason
Valuation exceeded analysis for current stage.

Summary
Fundamentals unchanged. Constraint remains intact.

Analysis Coverage
NVTS Exposes AI’s Power Limit — Silicon Is the Real Bottleneck

Investment framework

The Richo Edge focuses on semiconductors, AI power, optical systems, and frontier infrastructure. Capital is deployed where constraints create opportunity. Holdings may change without notice.

Disclosure

Positions are disclosed for informational purposes only and do not constitute investment advice. Holdings, allocations, and exposures may change at any time without notice.