Long-term investor
Delaney Dennis R @delaneydennisr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001661536).
Record
- Tracked since 2025-06-30 (465 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days -2.2% · 6 months +25.8% · 1 year +36.3% · all +36.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 6.9% · long · since 2025-06-30
- AMD · 6.5% · long · since 2025-06-30
- NVDA · 5.9% · long · since 2025-06-30
- AAPL · 5.4% · long · since 2025-06-30
- ADI · 4.7% · long · since 2025-06-30
- AMZN · 4.0% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- ROK · 3.9% · long · since 2025-06-30
- MA · 3.6% · long · since 2025-06-30
- JNJ · 3.5% · long · since 2025-06-30
- AMAT · 3.5% · long · since 2025-06-30
- TJX · 3.3% · long · since 2025-06-30