SharonAI Holdings Inc. (SHAZ) Stock Concentration Calculator
Calculator · free · no signup · SHAZQuantify SharonAI Holdings Inc. concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
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Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,444).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.7%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About SharonAI Holdings Inc.
SharonAI Holdings Inc. (SHAZ) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in New York, NY. IPO'd Feb 18, 2026.
Last close: $37.93 per share (as of 2026-10-09).
Nasdaq IPO Feb 2026; AI/GPU cloud data centers.
Equity grants at SharonAI Holdings Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Sharon AI Holdings raised $125 million in its Nasdaq listing on February 18, 2026, trading under ticker SHAZ after co-founders James Manning and Andrew Leece built the company from 2021 as an Australian "neocloud," renting GPU compute capacity to AI researchers and enterprises. The company operates data centers in partnership with NVIDIA, NEXTDC, and Cisco, and in June 2026 signed a six-year deal with NVIDIA to add 72 megawatts of capacity using up to 40,000 Grace Blackwell GB300 GPUs, bringing total contracted capacity to 102 megawatts. Separately, it holds a $1.25 billion, five-year cloud capacity agreement with ESDS Software Solutions.
Sources: sharonai.com · datacenterdynamics.com · nasdaq.com · datacenterdynamics.com · sharonai.com
Equity comp at SharonAI Holdings Inc.
- SharonAI went public via a SPAC merger (a transaction where an already-public shell company merges with a private company, taking it public without a traditional IPO) with Roth CH Acquisition Co., completing December 19, 2025, then uplisting to Nasdaq under ticker SHAZ in February 2026. Legacy, pre-merger Sharon AI Inc. RSU awards used double-trigger vesting: a time-based condition plus a Liquidity Event, defined as a Change in Control or a Qualified IPO. The SPAC merger and Nasdaq listing satisfied that Liquidity Event condition, so time-vested legacy RSUs converted to ordinary vested shares. RSUs granted since the company went public, to board members and executives under the new 2025 Omnibus Equity Incentive Plan, use standard single-trigger, time-based vesting only (commonly a one-year vest for board grants or three equal annual installments for executive grants), since the stock is now already liquid.
Sources: sec.gov · sec.gov · sharonai.com
Researched 2026-08-14.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by SharonAI Holdings Inc..
If a meaningful share of your net worth sits in SHAZ, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with SHAZ's option-implied volatility.
Example: 5,000 SHAZ shares at $37.93 is a $189,650 position. A 30% drawdown costs $56,895; a 50% drawdown costs $94,825; a 70% drawdown costs $132,755. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using SHAZ's option-implied volatility and your cost basis.
All SharonAI Holdings Inc. tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
SharonAI Holdings Inc. equity questions
- How much SHAZ stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your SHAZ position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does SharonAI Holdings Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at SharonAI Holdings Inc. typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
- When did the SharonAI Holdings Inc. IPO lockup expire?
- SharonAI Holdings Inc. (SHAZ) went public on February 18, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around August 17, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your SharonAI Holdings Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.