Following a 47% gain, we explain why we moved the North Tech 15 to 100% cash on 3rd March. Learn why the conflict in Iran changed the risk profile for tech and why protecting capital is our #1 priority.
portfolio performance
North Tech Capital: 2025 Annual Review
A transparent review of how the Global Tech 15 performed in 2025, what worked, what didn’t, and the lessons that matter as markets shift toward greater selectivity.