Long-term investor
Henshaw Capital LLC @henshawcapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002131483).
Record
- Tracked since 2016-06-30 (3744 days), 166 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.7% · long · since 2026-06-30
- AAPL · 5.9% · long · since 2016-06-30
- LLY · 4.6% · long · since 2016-06-30
- AMAT · 4.0% · long · since 2026-06-30
- JPM · 3.5% · long · since 2016-06-30
- GOOGL · 3.3% · long · since 2016-06-30
- GOOG · 3.2% · long · since 2016-06-30
- GE · 3.0% · long · since 2026-06-30
- EUSA · 2.9% · long · since 2026-06-30
- PANW · 2.6% · long · since 2026-06-30
- AMZN · 2.5% · long · since 2016-06-30
- GEV · 2.4% · long · since 2026-06-30