Long-term investor
1248 Management, LLC @1248managementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011147).
Record
- Tracked since 2025-06-30 (441 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.0% · all +3.0%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PSBD · 13.5% · long · since 2025-06-30
- GOOGL · 7.4% · long · since 2025-06-30
- APO · 6.1% · long · since 2026-03-31
- MSFT · 5.5% · long · since 2025-06-30
- SCHW · 5.3% · long · since 2025-06-30
- CRWD · 4.9% · long · since 2025-06-30
- HOOD · 4.8% · long · since 2025-12-31
- AMZN · 4.5% · long · since 2025-06-30
- JPM · 4.2% · long · since 2025-06-30
- RJF · 3.9% · long · since 2026-06-30
- OKTA · 3.8% · long · since 2026-03-31
- NVDA · 3.8% · long · since 2025-06-30