Long-term investor
Carnegie Lake Advisors LLC @carnegielakeadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002043591).
Record
- Tracked since 2025-06-30 (454 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +923.8% · all +923.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.2% · long · since 2025-06-30
- BRK-B · 4.5% · long · since 2025-06-30
- MSFT · 4.3% · long · since 2025-06-30
- UNH · 3.8% · long · since 2025-06-30
- SYK · 3.2% · long · since 2025-06-30
- AMGN · 3.2% · long · since 2025-06-30
- WCC · 3.1% · long · since 2025-06-30
- PH · 3.0% · long · since 2025-06-30
- 02079K107 · 3.0% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- CSCO · 2.4% · long · since 2025-06-30
- COST · 2.1% · long · since 2025-06-30