- Marlin Global reported a gross performance return of 3.1% and an adjusted NAV gain of 2.9% in July 2026, outperforming its global benchmark which dropped 3.6%.
- The portfolio's success was driven by underweight exposure to cyclical semiconductor stocks and strong gains in core holdings like Microsoft, Dexcom, and Amazon.
- Management expanded its analyst team and is reviewing holdings to broaden sector and geographic diversification amid ongoing market rotation.
- Victoria Song experienced a screenless wearable lifestyle during her summer vacation by testing multiple devices simultaneously.
- The tested gadgets included the Fitbit Air, Garmin Cirqa, Oura Ring 5, Dexcom G7 continuous glucose monitor, and display-free Meta Glasses.
- This comprehensive testing approach generated a massive amount of wearable data and highlighted the growing trend of screenless fitness technology.