Long-term investor
Agf Management LTD @agfmanagementltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001003518).
Record
- Tracked since 2025-06-30 (441 days), 220 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.1% · long · since 2025-06-30
- GOOGL · 3.8% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- LLY · 2.6% · long · since 2025-06-30
- AMAT · 2.4% · long · since 2025-06-30
- AMD · 2.3% · long · since 2025-06-30
- 78016FZX5 · 2.0% · long · since 2025-06-30
- AVGO · 2.0% · long · since 2025-06-30
- LIN · 1.8% · long · since 2025-06-30
- XLK · 1.6% · long · since 2025-06-30
- JNJ · 1.5% · long · since 2025-06-30
- GLW · 1.5% · long · since 2025-12-31