Long-term investor
Concurrent Investment Advisors, LLC @concurrentinvestmentadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001015).
Record
- Tracked since 2025-06-30 (448 days), 149 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 3.2% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- 78462F103 · 1.5% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30
- GOOGL · 1.3% · long · since 2025-06-30
- 46090E103 · 1.3% · long · since 2025-06-30
- 464287200 · 1.3% · long · since 2025-06-30
- AVGO · 1.0% · long · since 2025-06-30
- 922908769 · 0.9% · long · since 2025-06-30
- MU · 0.9% · long · since 2025-06-30