Long-term investor

Atala Financial Inc. @atalafinancialinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053756).

Record

  • Tracked since 2025-06-30 (441 days), 116 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.7% · 6 months n/a · 1 year +8.1% · all +8.1%
  • Max drawdown n/a · win rate 34% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 7.2% · long · since 2025-06-30
  • VTI · 6.5% · long · since 2025-06-30
  • MUC · 5.2% · long · since 2025-06-30
  • DE · 4.3% · long · since 2025-06-30
  • MAR · 3.1% · long · since 2025-06-30
  • NVDA · 3.0% · long · since 2025-06-30
  • IBM · 2.9% · long · since 2025-06-30
  • MSFT · 2.3% · long · since 2025-06-30
  • AMZN · 2.1% · long · since 2025-06-30
  • GOOG · 2.0% · long · since 2025-06-30
  • AAPL · 2.0% · long · since 2025-06-30
  • AVUV · 2.0% · long · since 2025-06-30

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