Long-term investor

Bourgeon Capital Management LLC @bourgeoncapitalmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001088731).

Record

  • Tracked since 2025-12-31 (249 days), 101 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.1% · 6 months n/a · 1 year n/a · all +11.3%
  • Max drawdown n/a · win rate 10% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 5.3% · long · since 2025-12-31
  • LLY · 4.3% · long · since 2025-12-31
  • JPM · 4.3% · long · since 2025-12-31
  • MRVL · 3.6% · long · since 2025-12-31
  • HUBB · 3.3% · long · since 2025-12-31
  • MRK · 3.1% · long · since 2025-12-31
  • ECL · 3.1% · long · since 2026-06-30
  • ETN · 3.0% · long · since 2025-12-31
  • OKTA · 3.0% · long · since 2025-12-31
  • MSFT · 2.7% · long · since 2025-12-31
  • ENPH · 2.7% · long · since 2025-12-31
  • C · 2.7% · long · since 2025-12-31

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