Long-term investor
Bellevue Asset Management, LLC @bellevueassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801619).
Record
- Tracked since 2025-06-30 (441 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.2% · all +3.2%
- Max drawdown n/a · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 22.4% · long · since 2025-06-30
- AAPL · 7.2% · long · since 2025-06-30
- CGGR · 5.5% · long · since 2025-06-30
- RDVY · 5.4% · long · since 2025-06-30
- LMBS · 4.1% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- COST · 2.9% · long · since 2025-06-30
- VGT · 2.8% · long · since 2025-06-30
- DYNF · 2.8% · long · since 2025-06-30
- JIRE · 2.5% · long · since 2025-06-30
- FTSM · 2.4% · long · since 2025-06-30
- TEK · 2.0% · long · since 2025-06-30