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6 MONTHS UPDATE
I/O Fund's 2025 tech picks returned 110% in six months, beating the S&P 500 by 101 points
Source article by I/O Fund Team, I/O Fund
Updated July 7, 2026
6 Months Later — Jul 7, 2026
How are I/O Fund's top tech stock picks from 2025 performing?
I/O Fund's "Top 10 Tech Stocks of 2025" portfolio gained 109.9% over its first six months, compared to 8.4% for the S&P 500 over the same stretch. That's a 101-point spread in favor of the picks.
The outperformance came from six of the nine tracked holdings. SNDK led the group with a 357.5% return — a standout that pulled the overall average sharply higher.
The remaining three picks lagged the index. With six months of data, the portfolio shows strong early momentum, though one stock is carrying a disproportionate share of the gain.
3 Months Later — Apr 8, 2026
How are I/O Fund's top tech stocks from January 2025 performing?
I/O Fund's picks from its January 2025 tech list returned an average of 20.3% over three months, outpacing the S&P 500's -2.0% decline by 22.3 percentage points. The article tracked nine stocks from the original list.
One pick stands well above the rest. SNDK delivered a 120.9% return, accounting for most of the portfolio's overall gain and pulling the average significantly higher.
Five of the nine picks outperformed the index during the period. The remaining four trailed the market, keeping the group's median return closer to single digits despite the standout winner.
3 Days Later — Jan 9, 2026
How are I/O Fund's top 10 tech stocks of 2025 performing so far?
I/O Fund's collection of tech stocks from their January 2025 list has gained 1.7% on average in the first three days of tracking — a full percentage point ahead of the S&P 500's 0.7% return over the same period.
That early lead comes almost entirely from one standout: BE jumped 24.1% in three days, while the other eight picks posted much more modest moves. Only three of the nine tracked stocks are currently outperforming the broader market.
At this stage, the sample is too small to draw lasting conclusions. Three days captures very little of the price action that typically defines a stock's trajectory, and early volatility often reverses. The I/O Fund Team published this list as a forward-looking roster of AI and tech names to watch through 2025, so the real test will come over quarters, not days.
Full progress so far — every tracked pick ↓
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