Long-term investor
Coastwise Capital Group, LLC @coastwisecapitalgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001934500).
Record
- Tracked since 2025-06-30 (472 days), 194 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +7.4% · 1 year +28.5% · all +28.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524797 · 8.3% · long · since 2025-06-30
- AAPL · 5.4% · long · since 2025-06-30
- 78462F103 · 5.2% · long · since 2025-06-30
- GOOGL · 4.7% · long · since 2025-06-30
- AMZN · 3.8% · long · since 2025-06-30
- 512807306 · 3.8% · long · since 2025-12-31
- NVDA · 3.7% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- 808524409 · 3.2% · long · since 2025-06-30
- 78468R853 · 1.8% · long · since 2025-06-30
- 88160R101 · 1.7% · long · since 2025-06-30
- META · 1.6% · long · since 2025-06-30