Long-term investor

Agate Pass Investment Management, LLC @agatepassinvestmentmanag

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001900409).

Record

  • Tracked since 2025-06-30 (431 days), 65 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.7% · 6 months +5.4% · 1 year +13.5% · all +13.5%
  • Max drawdown -3.9% · Sharpe 0.63 · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 5.8% · long · since 2025-06-30
  • AAPL · 5.0% · long · since 2025-06-30
  • ABBV · 5.0% · long · since 2025-06-30
  • 922908363 · 4.8% · long · since 2025-06-30
  • 922908751 · 4.6% · long · since 2025-06-30
  • 922908736 · 3.6% · long · since 2025-06-30
  • MSFT · 3.6% · long · since 2025-06-30
  • 922042775 · 3.1% · long · since 2025-06-30
  • JPM · 2.9% · long · since 2025-06-30
  • AMZN · 2.6% · long · since 2025-06-30
  • 81369Y803 · 2.5% · long · since 2025-06-30
  • JNJ · 2.5% · long · since 2025-06-30

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