Long-term investor
Bailard, Inc. @bailardinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000750641).
Record
- Tracked since 2025-06-30 (448 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.9% · long · since 2025-06-30
- NVDA · 3.6% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- 78462F103 · 3.1% · long · since 2025-06-30
- 464287465 · 2.7% · long · since 2025-06-30
- 46090E103 · 2.6% · long · since 2025-06-30
- 92204A702 · 2.2% · long · since 2025-06-30
- 464287630 · 2.2% · long · since 2025-06-30
- GILD · 1.9% · long · since 2025-06-30
- 46432F842 · 1.6% · long · since 2025-06-30
- 46654Q575 · 1.6% · long · since 2025-09-30