Long-term investor
Cloud Capital Management, LLC @cloudcapitalmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002060492).
Record
- Tracked since 2025-06-30 (441 days), 171 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year +18.4% · all +18.4%
- Max drawdown n/a · win rate 1% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 15.6% · long · since 2025-06-30
- AAPL · 5.1% · long · since 2025-06-30
- DFIC · 4.9% · long · since 2025-06-30
- AVUS · 3.8% · long · since 2025-06-30
- AVUV · 3.6% · long · since 2025-06-30
- SCHO · 3.4% · long · since 2025-06-30
- DFAX · 3.3% · long · since 2025-06-30
- GOOG · 3.1% · long · since 2025-06-30
- SCHR · 3.1% · long · since 2025-06-30
- DCOR · 2.5% · long · since 2025-06-30
- DFEM · 2.4% · long · since 2025-06-30
- VTIP · 2.3% · long · since 2025-06-30