Long-term investor

Commons Capital, LLC @commonscapitalllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912835).

Record

  • Tracked since 2025-06-30 (448 days), 188 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +15.7% · all +15.7%
  • Max drawdown n/a · win rate 40% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 14.1% · long · since 2025-06-30
  • GOOGL · 8.0% · long · since 2025-06-30
  • AVGO · 7.8% · long · since 2025-06-30
  • AAPL · 7.1% · long · since 2025-06-30
  • AMZN · 5.1% · long · since 2025-06-30
  • PANW · 5.1% · long · since 2025-06-30
  • MSFT · 3.2% · long · since 2025-06-30
  • CRWD · 3.0% · long · since 2025-06-30
  • HCA · 2.4% · long · since 2026-06-30
  • GSL · 2.3% · long · since 2025-06-30
  • META · 2.1% · long · since 2025-06-30
  • COST · 1.9% · long · since 2025-06-30

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